H.E.R.O.’s Journey in Tech (15 September 2018) – The next phase of semiconductor growth will not depend on smartphone sales: Tokyo Electron CEO + Leadership and Life Lessons from Amazon’s Jeff Bezos


  • The next phase of semiconductor growth will not depend on smartphone sales: Tokyo Electron CEO (CNBC)
  • Taiwan flexible PCB firms expand market presence. Through the upcoming debut of its China-based subsidiary Avary Holding on the Shenzhen Stock Exchange (SZSE), Zhen Ding is expected to raise CNY3.6 billion (US$527.2 million). Flexium Interconnect has been engaged in the development of new technologies and products associated with 5G communication applications, and has obtained new orders for such high-margin products including communication management modules and high-frequency wireless transmission modules from both the notebook and handset sectors (Digitimes)
  • Citadel is a technology business that offers secure enterprise management software that helps people working in security, defence, healthcare and education make decisions with the right information. (MF)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • How Jack Ma went from English teacher to tech billionaire (CNN)

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

  • Which Apple Suppliers Win, and Lose, From New iPhones (Barron’s)

Asia Tech & Innovation Trends

  • ByteDance to enter China’s long-form streaming video market, challenging iQiyi, Tencent Video (SCMP)
  • IT home service company ShanXiuXia hauls in 80M RMB Series B; Founded in 2015, ShanXiuXia is currently providing IT home repair services in 30 cities. (KRA)
  • Rare billion-dollar beast: Aussie tech unicorn Canva makes a profit (Age)

Global Tech & Innovation Trends

  • Here’s Why Yelp and Grubhub Could Keep Rising (Barron’s)
  • This $2 Billion HR Startup Wants To Humanize How Small Businesses Pay Their Staff (Forbes)
  • With no true competitive threats, wide-moat commercial real estate data provider CoStar Group is a borderline monopoly. (Morningstar)
  • MoviePass Woes May Be Opportunity for Competitors; Rivals seek to satisfy newfound demand for theatrical subscription option (WSJ)
  • Inside Deliveroo’s dark kitchens, the food delivery fight’s new front (Age)
  • Millions of EV Charging Points Planned for U.S., Europe by 2025 (Bloomberg)
  • One of the World’s Biggest YouTube Channels Just Got Sold: A husband-and-wife team in London created children’s cartoons with 17.5 billion views, rivaling Justin Bieber’s (Bloomberg)


  • Leadership and Life Lessons from Amazon’s Jeff Bezos: Make three good decisions a day and no meetings before 10 a.m. (WSJ)

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