6 Predictions for Huawei After the TSMC Ban (Jeff’s Asia Tech Class – Daily Lesson / Update)

The big digital China / Asia news this week was the expansion of the US entity list ban to include TSMC. In theory, Huawei cannot get advanced semiconductors from American companies directly or by having them manufactured with American equipment at companies such as TSMC.It’s a big deal.This was the political bombshell everyone was waiting […]

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4 Things Everyone Is Getting Wrong About Huawei’s 2019 Annual Report

Huawei released their 2019 financial results last week. And I had the opportunity to interview Karl Song, the VP of Corporate Communications, prior so I knew what was coming (but I got embargoed). You can see that interview here. And it was fascinating. Step back and consider what a truly crazy year Huawei had. Has […]

How Trump Can Beat Huawei (Jeff’s Asia Tech Class – Daily Update)

The Wall Street Journal (paywall) reported on a new initiative by the US government to create a competitor in telecommunications equipment. The companies involved include Dell, Microsoft and AT&T. They are calling it a 5G alternative but that is not really accurate as this technology changes fast (3G, 4G, 5G, 6G, etc.). This is about […]

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How Huawei Is Turning Smart Cities Into Operating Systems (1 of 2)

I keep an eye out for digital phenomena where China / Asia is on the frontier. We’ve seen this sort of digital leadership in mobile apps, mobile payments and e-commerce. And after meeting with head of smart cities at Huawei, I am convinced we are seeing the same phenomenon in smart cities. Below is my […]

Hotpot and Hiking with Huawei Chairman Guo Ping (pt 1 of 2)

I recently traveled to Shenzhen to interview Huawei rotating Chairman Guo Ping. Not only is he one of the key decision-makers for the company right now, but he was also Huawei’s 5th employee. So I thought he would be the perfect person to ask both about Huawei’s early days and the most important business questions […]