H.E.R.O.’s Journey in Tech (13 April 2018) – Yaskawa (TSE: 6506) foresees strong profits amid China’s electric car boom; Japanese robot maker sees little threat from trade conflict with US + How to Prove Your Market Is “Big Enough” to VCs


  • USI Launches the Internet of Vehicles (IoV) Display Products for IoV Applications. Leveraging 40 years of experience in automotive electronics technologies and 3C products, and integrating industrial applications, the R&D team of Universal Scientific Industrial (Shanghai) Co., Ltd. (USI), a global electronics design and manufacturing company, has developed a variety of IoV display products such as 10.25″ and 12.3″ capacitive touch Central Integrated Display (CID), high definition digital instrument clusters, 2″ display key, etc., to support the wide variety of applications brought by IoV. (BI)
  • Kakao to launch video-streaming app in Japan; South Korean company takes aim at Netflix and Amazon in growing market (Nikkei)
  • Nintendo Teams Up With VC Fund to Find New Tech for Switch (Bloomberg)
  • Yaskawa (TSE: 6506) foresees strong profits amid China’s electric car boom; Japanese robot maker sees little threat from trade conflict with US (Nikkei)
  • Japanese e-commerce giant Rakuten struggles to retake the lead from Amazon; Building the country’s fourth mobile network may be the start of its fight back (Economist)
  • Panasonic to quintuple car battery sales in China; Mass production helps expand client base with electrics poised to blossom (Nikkei)
  • Weathernews and NAVTOR to upgrade weather information offering within route planning software NavStation and develop a ground-breaking artificial intelligence (AI) routing service. (Maritime)
  • Loss-making AI firm Xiaoi keen on Hong Kong flotation after mainland delisting because of low trading volumes (SCMP)
  • Mi Equipment Holdings Bhd, an equipment manufacturer of wafer level chip scale packaging (WLCSP) sorting machines for the semiconductor industry, has received the nod from the Securities Commission Malaysia for its initial public offering (IPO) and listing on the Main Market of Bursa Malaysia. (Star)

Asia Tech & Innovation Trends

  • India’s AI startups are at a tipping point (TIA)
  • EdTech fails to pay, again; NetDragon, a Chinese gaming business with a growing education arm, this week announced their acquisition of Californian education platform Edmodo for $137.5m. Having raised $30m in their last round at a valuation of $236m, Edmodo’s 42 per cent discount is a blow to Silicon Valley’s belief it has a substantial, yet unrealised, role to play in twenty-first century education, making good money in the process. (FT)
  • China’s Built a Road So Smart It Will Be Able to Charge Your Car; The road of the future is likely to become the brain and nerve center of an autonomous-driving revolution. (Bloomberg)
  • Goldman Says Internet Firms’ Next Big Fight Will Be in Indonesia (Bloomberg)
  • Taiwan IC designers expanding presence in car electronics sector (Digitimes)

BAT – Baidu, Alibaba, Tencent

  • This is How Short Positioning on Tencent Looked Before the Stock Tumbled (Bloomberg)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Amazon is not a bubble (FT)
  • Apple: Is the HomePod a Bust? (Barron’s)
  • Netflix Could Be Hero for Weary Tech Investors Looking for Spark (Bloomberg)

Global Tech & Innovation Trends

  • Silicon Valley Powered American Tech Dominance-Now It Has a Challenger. An exclusive WSJ analysis shows how venture-capital investment from Asia is skyrocketing, threatening to shift power over innovation (WSJ)
  • Future Of SaaS Is A One-Stop Shop, Says Founder Of UK’s Fastest-Growing Software Company (Forbes)
  • Levi’s CFO Turns to Robots to Help Keep The Books (WSJ)
  • Is voice search set to become the next frontier? (TNW)
  • Upstart meal-kit companies may need a new recipe for growth; Competition from supermarket chains is eating into their profits (Economist)
  • ESPN+ streaming service launches Disney’s digital drive (Reuters)
  • Applied, Lam See Better and Better Chip Trends, Says Keybanc (Barron’s)
  • Pizza Unchained: Tech Startup Slice Helps Local Pizzerias Get Online And Fight Back Against Domino’s (Forbes)
  • Plaid is building the pipes that connect your apps to your checking account. Will the big banks try to snuff it? (Forbes)
  • It’s Tough Being a U.K. Listed Technology Company Right Now (Bloomberg)
  • In Age of Amazon, You Could Invest in Tech-or in Warehouses (Bloomberg)
  • ESPN’s Streaming Service Is A Peek At The Future Of ESPN-And Disney; ESPN+ caters to sports fans in ways traditional TV can’t. And the lessons Disney learns could be invaluable as it launches new direct-to-consumer services. (FastCo)
  • Global tech giants rushing to invest heavily in AI deployments (Digitimes)


  • How to Prove Your Market Is “Big Enough” to VCs (BE)

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