Saturday, August 8, 2020

The language in Trump's EOs on WeChat and TikTok may be vague deliberately, as some argue the uncertainty may dissuade more US companies from operating in China (Ana Swanson/New York Times)

Ana Swanson / New York Times:
The language in Trump's EOs on WeChat and TikTok may be vague deliberately, as some argue the uncertainty may dissuade more US companies from operating in China  —  The restrictions on the two Chinese-owned apps followed a familiar model for other policy announcements on China from the Trump administration.



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...