H.E.R.O.’s Journey in Tech (6 November 2018) – OT security software offers huge growth potential, says Trend Micro chairman + You are never done being you; If you give something your all, what does it matter what anyone else does? Once you have put forth your best effort, let the chips fall where they may. The outcome is out of your hands now.

Companies

  • OT security software offers huge growth potential, says Trend Micro chairman (Digitimes)
  • Hiwin Technologies reported strong third-quarter profit, but warned that the US-China trade war would lead to declines in shipments and product prices. (Taipei Times)
  • Altium Designer Increasingly Used for High-Speed Design (iconnect)
  • Webjet acquires Destinations of the World (TDN)

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

  • A US$64m stake in a Tencent-backed bank WeBank is up for auction on Alibaba’s Taobao page for judicial sales (SCMP)
  • It’s Hard to Share Masayoshi Son’s Optimistic Vision of SoftBank (WSJ)

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

  • Microsoft brings holo-goggles to Toyota production lines; Mixed reality offers automaker a new tool for ‘kaizen’ (Nikkei)
  • Apple Used to Be an Inventor. Now It’s Mainly a Landlord. It’s cashing in on loyalty, but Apple can’t keep raising iPhone prices forever. So far, its services aren’t insanely great. (Bloomberg)

Asia Tech & Innovation Trends

  • China’s Education Startups Continue To Pull In Massive Funding Rounds (Crunchbase)
  • TikTok video platform vaults ahead of major US social media apps in number of downloads in October (SCMP)
  • Taiwan lags behind world’s top 1,000 companies in R&D expenditure study (Taipei Times)
  • How Asia can drive the technology revolution in property and construction (SCMP)
  • Oyo: There’s room at the top; Oyo is among China’s top 10 hotel chains by room numbers (Forbes)

Global Tech & Innovation Trends

  • Why Doctors Hate Their Computers; Digitization promises to make medical care easier and more efficient; instead, doctors feel trapped behind their screens. (New Yorker)
  • Credit Karma Expands Its $4 Billion Credit Empire To Britain With Noddle Takeover (Forbes)
  • Spotify: stream me up; A buyback is a strange response for a high-growth company (FT)
  • Why is Lam Research a better bet on the memory than Micron Technologies or Applied Materials? (Barron’s)
  • How Square Became a $30 Billion Company by Reimagining Payments (PH)

Life

  • You are never done being you; If you give something your all, what does it matter what anyone else does? Once you have put forth your best effort, let the chips fall where they may. The outcome is out of your hands now. (AR)

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