The Asianometry Newsletter

Jon Y
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Created 13 Apr 2020
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  • The Government Semiconductor Chip Buying Problem
    03 Nov 2021 • 9 min read • 4 0
    Author’s note: You can watch the video below A few people have asked about the sources for this particular video. For this one, I drew from a variety of American presentations of how the military sour...
  • Why China Jailed 4 Rio Tinto Employees For Spying
    27 Oct 2021 • 15 min read • 2 0
    Author’s note: If you want to watch the video for this one, it is below China is Australia's largest trading partner. Over $180 billion Australian dollars of trade flow between the two countries each ...
  • Meituan, Explained
    20 Oct 2021 • 8 min read • 4 0
    Author’s note: If you want to watch the video first it’s below Since I wrote this, Taiwan has gone into a COVID-lockdown and I have been able to observe for the first time just how important food deli...
  • Ennostar Group: The Company Behind Apple's 10,000 MINI-LED Display
    13 Oct 2021 • 5 min read • 2 0
    Author’s note: You can watch the video below Ennostar Group is another Taiwanese company struggling to deal with encroaching challenges from Mainland Chinese companies. Ennostar lacks scale in certain...
  • TSMC's Move to the South
    06 Oct 2021 • 7 min read • 4 0
    Author’s note: You can watch this video below. It is one of my older ones … oh wait, just one year ago?! What the heck? Anyway. News has recently come to me about TSMC’s first installation in Kaohsiun...
  • Where the Economy of the Soviet Union Went Wrong
    29 Sep 2021 • 13 min read • 7 0
    Author’s note: You can watch the video below I honestly thought this video was going to be a banger. It told an amazing, enjoyable story that flowed extremely well. I wanted to be insightful and helpf...
  • Scaling Up Censor-Friendly Content Aggregation
    22 Sep 2021 • 7 min read • 4 0
    Author’s note: This is from the digital archives and I wrote it a few years ago. This was back when I thought that I could maintain a YouTube channel and a Medium blog at the same time. LOL, nice try ...
  • Tsinghua UniGroup’s Semiconductor Failure(?)
    15 Sep 2021 • 9 min read • 9 0
    Author’s note: If you want to watch the video, it is below. Well! A whole lot has happened since I published this video! Unigroup has about $30 billion in debt, and does not make enough money to pay i...
  • How Reliance Jio Became India's Biggest Telecom (and Raised $21 Billion)
    08 Sep 2021 • 11 min read • 6 0
    Author’s note: You can watch the video below I am fascinated by the distinctions that organizations seem to make between data and voice. I know that there are different telecom standards and those mat...
  • Will the Maldives Survive the Rising Seas?
    01 Sep 2021 • 7 min read • 11 0
    Author’s note: I had almost finished the script for this video, with the exception of the conclusion, but never felt good enough about it to move it into video production. But I did all this research ...
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