On today’s show, we discuss Apple tapping China suppliers for Vision Pro, STMicroelectronics forming US$3.2 billion JV in China, US allowing Korean and Taiwanese chip makers to maintain and expand China operations and more.

Recorded on June 14, 2023

Articles Mentioned:

• Apple taps Chinese contract manufacturer Luxshare, six other mainland suppliers in production of Vision Pro mixed-reality headset
• Europe’s No 2 chip maker STMicroelectronics to form US$3.2 billion semiconductor joint venture with China’s Sanan Optoelectronics in Chongqing
• U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China
• What is the ‘dual-counter model’ and why should investors care about Hong Kong’s latest equity innovation?

Contact us at uninvestablepod@gmail.com with any feedback, recommendations, or questions.

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Please note that the information provided on this podcast is for informational and educational purposes only and is not intended as investment advice. The hosts and guests of this podcast may hold positions in the companies discussed, and their opinions are their own and do not necessarily reflect the views of the podcast or its sponsors.

On today’s show, we discuss China banning Micron chips in key infrastructure, TikTok suing the state of Montana and more.

Recorded on May 24, 2023

Articles Mentioned:

• China bans Micron chips in key infrastructure over ‘national security’ risks
• TikTok Sues U.S. State to Block First Statewide Ban of App

Contact us at uninvestablepod@gmail.com with any feedback, recommendations, or questions.

Follow us on Twitter

Please note that the information provided on this podcast is for informational and educational purposes only and is not intended as investment advice. The hosts and guests of this podcast may hold positions in the companies discussed, and their opinions are their own and do not necessarily reflect the views of the podcast or its sponsors.