Category Archives: Hardware and Silicon

The business of devices, machines, and the chunks that go inside them

China and “Datathermal Energy”

Hutong West Letting the Sunshine In 0909 hrs. Much of my March was spent working with clients who are thinking through some of the issues facing the growing data center market in China. For the uninitiated, a “data center” is … Continue reading

Posted in China Rewires, EcoHutong, Hardware and Silicon, Innovation, Insights and Ahas

Qualcomm: Cometh the Reaper?

Hutong Forward Learning not to eat fish 400 miles from the ocean 1840 hrs. local time Two days ago, QUALCOMM (QCOM) announced that its chipset business was the subject of an investigation by China’s powerful National Development and Reform Commission. … Continue reading

Posted in China Rules, Hardware and Silicon | Tagged , , , , , , , | 3 Comments

A Small Crack in Apple’s Asia Tablet Story

IDG Connect – Kathryn Cave (Asia) – The Tablet Security Conundrum. Hutong West Here a week and not a second on my porch 1947 hrs.   Kathryn Cave at IDG Connect offers a snapshot of her company’s research on how … Continue reading

Posted in Hardware and Silicon, Mobile and Devices | Tagged , , , , , , | 1 Comment

The Beginning of the End of Outsourcing

Apple’s iPad and the Human Costs for Workers in China – NYTimes.com In the Hutong Working like hell 1530 hrs. In what China-based business sustainability expert Richard Brubaker calls “the best piece to date on just how rotten [Apple’s] supply … Continue reading

Posted in Hardware and Silicon | 9 Comments

There is More to Tablets than Cheap vs. Dear

  How Apple Can Keep Control of the Tablet Market – BusinessWeek. GigaOM‘s Darrell Etherington believes that the way for Apple to sustain its dominance in the tablet market in response to challenges from the Kindle Fire is to offer … Continue reading

Posted in Hardware and Silicon, Innovation

China and the Oracle Gambit, or The Coming Softwar with China

In the Hutong Still in Uniform 2052 hrs. Not only I am one of that growing number of believers who expects Oracle to make a bid for a major computer hardware manufacturer, I also think it will be a good … Continue reading

Posted in Hardware and Silicon, Software

Cheerleading the Bankers

Starbucks, China World Tower 2, Beijing In the course of human events 1001 hrs. Contemplating the irrational messiness of China’s corporate landscape, investment bankers around the world must salivate in anticipation of the fees and bonuses that will be theirs … Continue reading

Posted in China Breaks Out, Hardware and Silicon