a/symmetric: Missing the swarm for the drones
May 5, 2024Washington risks repeating its Huawei mistakes with DJI
a/symmetric: Huawei’s sanctions-beating strategy
April 6, 2024Washington boasted that it had “dealt a direct blow” to the firm. Instead, Huawei parried America’s punches and just reported its biggest-ever jump in profits. How’d it do it?
a/symmetric: Huawei & DJI eye the autonomous driving throne
February 3, 2024The two companies are leveraging vertical integration to compound existing strengths and gain new competitive advantages. Plus: export controls whac-a-mole, Huawei goes to space, and the industrial base of high tech contests
Deglobalization Round-Up: August 25
August 25, 2023Overseas investors flee the Chinese market, Arm’s prospectus spotlights its risky China relationship, Huawei is building a shadow chipmaking network, Russia extorts foreign firms some more, and a US-China science pact gets a six-month extension.
The Week That’s Done: Huawei’s comeback, Volkswagen’s gamble
July 28, 2023Huawei will reportedly mass produce in-house designed 5G chips by the end of this year, highlighting the tech giant’s—and the broader Chinese industrial ecosystem’s— resilience against US sanctions. Meanwhile, [...]
How Huawei Should Push the US to Reframe Commercial Success
April 3, 2022Huawei's annual report should be the push we need to start measuring success in terms of either competitive production or control over production – and to start investing in those.
