Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul>
<li>Asia's e-book reader market is witnessing substantial growth, fueled by increasing sales figures.</li>
<li>Leading companies such as Google and Amazon are focusing on advanced AI technologies to enhance user experience.</li>
<li>DeepSeek AI is assessing risks linked to heightened regulatory scrutiny in China, indicating market complexities.</li>
</ul>


Asia's e-book reader market is witnessing substantial growth, fueled by increasing sales figures.
Leading companies such as Google and Amazon are focusing on advanced AI technologies to enhance user experience.
DeepSeek AI is assessing risks linked to heightened regulatory scrutiny in China, indicating market complexities.


Tech Supply Chain Tracker (19-Sep-2025): Asia's E-Book Reader Market Is Experiencing Rapid Growth

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Competition / In Depth: China intensifies war on toxic competition as economy suffers</li><li>IPOs /In Depth: China reopens the door for loss-making tech startups to go public</li><li>Energy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says</li></ul>

Competition / In Depth: China intensifies war on toxic competition as economy suffersIPOs /In Depth: China reopens the door for loss-making tech startups to go publicEnergy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers 

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013.</li><li>In fact, I also mentioned <em>“Meta, and Amazon are currently trading at lower OCF multiple than they were trading back in 2013</em>”.</li><li>Both Meta and Amazon have comfortably outperformed both S&amp;P 500 and Nasdaq 100 since then (not claiming any causal relationship, of course).</li></ul>

Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013.In fact, I also mentioned “Meta, and Amazon are currently trading at lower OCF multiple than they were trading back in 2013”.Both Meta and Amazon have comfortably outperformed both S&amp;P 500 and Nasdaq 100 since then (not claiming any causal relationship, of course).

Big Tech's Deteriorating Earnings Quality

<ul><li>Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkit</li><li>Badminton /: Teenage Chinese badminton star’s death draws criticism of first responders</li><li>Central bank /: PBOC bond-borrowing plan fuels expectation of action to raise yields</li></ul>

Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkitBadminton /: Teenage Chinese badminton star’s death draws criticism of first respondersCentral bank /: PBOC bond-borrowing plan fuels expectation of action to raise yields

CX Daily: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit 

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

<ul><li>Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:</li><li>Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !</li><li>The bear case sounds very smart very often, only problem is, it’s quite rarely right … !</li></ul>

Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !The bear case sounds very smart very often, only problem is, it’s quite rarely right … !

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

Tech Supply Chain Tracker (19-Sep-2025): Asia's E-Book Reader Market Is Experiencing Rapid Growth

Asia's e-book reader market is booming, with Google and Amazon enhancing AI for user experience, while DeepSeek AI assesses regulatory risks in China.

Tech Supply Chain Tracker

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers

Competition / In Depth: China intensifies war on toxic competition as economy suffers IPOs /In Depth: China reopens the door for loss-making tech...

Caixin Global

Big Tech's Deteriorating Earnings Quality

Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep...

MBI Deep Dives

CX Daily: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit

Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkit After China’s Ministry of Finance kicked off this year’s 1 trillion...

Caixin Global

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...

Maverick Equity Research

Price Gauge

52-week Range

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