Nvidia’s limited China connections

Another round of followups on Nvidia, and then some short news analysis. TechCrunch is experimenting with new content forms. This is a rough draft of something new – provide your feedback directly to the author (Danny at danny@techcrunch.com) if you like or hate something here. Nvidia / TSMC questions Following up on my analyses this […]

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On stock prices and Nvidia

Yesterday’s analysis of Nvidia’s challneges triggered a surge of mail from readers. The company has lost about half of its value over the past two months, and has mostly blamed a “crypto hangover” for the problem. But as I pointed yesterday, it’s really the three Cs: “Crypto, customers, and China.” There are nuances here worth […]

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Virus shuts down factories of major iPhone component manufacturer TSMC

Apple touts the cybersecurity of its iPhone, but less can be said for the exclusive manufacturer who makes the processor for the iPhone. Semiconductor foundry TSMC, or Taiwan Semiconductor Manufacturing Company, was hit by a virus late Friday night, which forced it to shut down several factories according to Debbie Wu at Bloomberg. The virus […]

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