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4. Certain major contract manufacturers are imploding. 5. China-West tensions, including HK/mainland border being locked down, are creating additional difficul
by contingencies 5y ago
4. Certain major contract manufacturers are imploding.
5. China-West tensions, including HK/mainland border being locked down, are creating additional difficulties.
6. Current China anti-platform/monopoly drive has cooled domestic VC activity and appetite for vertical integration.
(Full disclosure: Cross-border hardware venture founder in China.)
- baybal2 5y ago> 4. Certain major contract manufacturers are imploding. Which ones?
- foobiekr 5y agoPlease provide examples of (4). I have worked for HW companies pretty much all of my career and (4) is news to me. I would very much like to understand what you're seeing.
- contingencies 5y agoLet's just say regarding a major facility for a major CM over the last few years myself and agents have dealt with them a few times, the first time a well-meaning manager said "stay away, this company is bad news". Everything I have since learned (tour of facility witnessing old tech, dinosaur client base, partial selloff of site, bizdev literally stating their reason for not taking on simple projects was complexity, employees covertly selling use of software the company has licensed on the market) reaffirm this perception. Whereas, the stock price doesn't. May as well be dogecoin.