A look at Shein and Temu's Chinese supply chain: the platforms offer a lifeline to suppliers, but margins are razor-thin, prices must stay low, and unsold stock (Wall Street Journal)

Wall Street Journal:
A look at Shein and Temu's Chinese supply chain: the platforms offer a lifeline to suppliers, but margins are razor-thin, prices must stay low, and unsold stock  —  Shopping apps throw a lifeline to Chinese exporters, but it is a trade-off  —  SHENZHEN, China—E-commerce sellers Shein …

A look at the battle brewing between satellite operators over the use of orbit spectrum, as SpaceX's Starlink, Project Kuiper, and others push for looser rules (Peggy Hollinger/Financial Times)

Peggy Hollinger / Financial Times:
A look at the battle brewing between satellite operators over the use of orbit spectrum, as SpaceX's Starlink, Project Kuiper, and others push for looser rules  —  A contest between legacy and new operators is brewing over the use of spectrum  —  There is a battle brewing in space.

The chip industry is the new star on the political scene, bringing opportunities and challenges; Nvidia and others have rapidly built US lobbying operations (Wall Street Journal)

Wall Street Journal:
The chip industry is the new star on the political scene, bringing opportunities and challenges; Nvidia and others have rapidly built US lobbying operations  —  Increased attention from politicians poses opportunities and challenges for the semiconductor industry  —  Semiconductors have played the starring role in state visits.

Sources: Merck's bid for Japanese chip materials maker JSR, not disclosed to JSR shareholders, triggered a $6.4B offer by a state-backed fund in June 2023 (Financial Times)

Financial Times:
Sources: Merck's bid for Japanese chip materials maker JSR, not disclosed to JSR shareholders, triggered a $6.4B offer by a state-backed fund in June 2023  —  Japan Investment Corporation's $6.4bn offer for JSR comes as governments seek to protect semiconductor technology

Retiring generals and departing top Pentagon officials are increasingly flocking to VC firms that have pumped billions into defense tech startups like Anduril (Eric Lipton/New York Times)

Eric Lipton / New York Times:
Retiring generals and departing top Pentagon officials are increasingly flocking to VC firms that have pumped billions into defense tech startups like Anduril  —  Retired officers and departing defense officials are flocking to investment firms that are pushing the government to provide more money to defense-technology startups.

Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect (Bloomberg)

Bloomberg:
Sources: ASML canceled shipments of some machines to China at the request of the US, weeks before export bans on the chipmaking equipment came into effect  —  - ASML canceled shipments of a liminted number of devices  — Biden is cracking down on Beijing's semiconductor industry