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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  • Tsinghua UniGroup’s Semiconductor Failure(?)
    15 Sep 2021 • 9 min read • 5 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 • 3 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 • 10 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 ...
  • The TSMC First Half 2021 Mega-Review
    25 Aug 2021 • 13 min read • 5 0
    If you want to watch the video, you can watch it below I added a few new comments in the text below. I feel like I covered most things pretty well here, but if there is anything more you’d be curious ...
  • The KMT Retreat to Taiwan
    18 Aug 2021 • 3 min read • 6 0
    Author’s note: If you want to watch the original video, one of my favorites, you can below. The fall of the Kuomintang on Mainland China would spark recriminations and vast discussion back in the Unit...
  • The ASML First Half 2021 Mega-Review
    11 Aug 2021 • 9 min read • 5 0
    If you want to watch the video first, you can below: Anyone interested in a video about some of these competitors? Let me know. If you would like to support the channel, consider subscribing to the Pa...
  • Why the Bank of Japan Bought $300 Billion of Stocks
    04 Aug 2021 • 12 min read • 1 0
    Author’s note: Watch the video here first Something that I wish I could have spent more time on at the end of the video was the point about low labor wages. Well, Japan has a similar problem too. As b...
  • SkyWater Technologies: America’s Semiconductor Foundry
    28 Jul 2021 • 8 min read • 4 0
    Author’s note: If you want to watch the video you can below I probably missed out on a few opportunities to add some Star Wars references here. And yes I miffed the pronunciation of St. Louis. I apolo...
  • Asus Explained; A Rare Taiwanese Global Brand
    21 Jul 2021 • 8 min read • 4 0
    Author’s note: If you want to watch the video first, you can below: A lot of people commented on this one — essentially saying, “Rare?! Taiwan has SOOO many electronics companies! Taiwan is so strong ...
  • How Naver Beat Google Search in South Korea
    14 Jul 2021 • 8 min read • 1 0
    Watch the video first below: The Korean internet in general is pretty interesting. Perhaps because of Naver’s influence in shaping it, there has not been a lot of chances to grow an ecosystem of inter...