
Robyn Mak
Associate Editor at Reuters
Financial columnist and editor at Reuters @Breakingviews; Asia tech and beyond. Opinions here are my own.
Articles
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1 day ago |
jp.reuters.com | Robyn Mak
5月12日、 米アップルをパソコン業界のニッチ企業から世界屈指の大企業へと変貌させたiPhoneの成功は、中国のサプライチェーン(供給網)に負うところが大きい。上海のアップル店舗前で2023年9月撮影(2205年 ロイター/Aly Song) [香港 12日 ロイター BREAKINGVIEWS] - 米アップル(AAPL.O), opens new tabをパソコン業界のニッチ企業から世界屈指の大企業へと変貌させたiPhoneの成功は、中国のサプライチェーン(供給網)に負うところが大きい。しかし現在、地政学的緊張と貿易戦争により、その依存関係が再考を迫られている。 英フィナンシャル・タイムズ紙でアップルを取材してきたパトリック・マギー氏が執筆した「Apple in China(中国におけるアップル): 世界最大企業の掌握」は、同社の台頭に中国が果たした役割に焦点を絞った著作だ。元幹部やエンジニアを含む200人以上のインタビューや資料を基に、同社が製品のほとんどを中国サプライヤーに依存し、昨年時点で売上高の17%を中国の消費者から得るに至った経緯を迫真の筆致で描いている。...
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1 day ago |
cincodias.elpais.com | Robyn Mak
El éxito de Apple se basa en el iPhone. Este rentable dispositivo de bolsillo contribuyó a convertirla, de una empresa nicho en la industria de los ordenadores personales, en una de las mayores empresas del mundo, con una capitalización bursátil de casi 3 billones de dólares. Gran parte de ello se debió a su cadena de suministro en China. Ahora, las tensiones geopolíticas y las guerras comerciales están poniendo en tela de juicio esa dependencia.
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2 days ago |
reuters.com | Robyn Mak
Apple CEO Tim Cook walks on a street on the inauguration day of Donald Trump's second presidential term, in Washington, U.S. January 20, 2025. REUTERS/Leah Millis HONG KONG, May 12 (Reuters Breakingviews) - Apple’s (AAPL.O), opens new tab success rests on the iPhone. The profitable pocket device helped turn it from a niche player in the personal computer industry into one of world’s largest companies, with a market capitalisation of almost $3 trillion.
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3 days ago |
reuters.com | Robyn Mak
A teller poses with U.S. $100 and New Taiwan dollar (TWD) $1000 banknotes at a bank in Taipei, Taiwan February 23, 2017. Picture taken February 23, 2017. REUTERS/Tyrone Siu/File Photo/File Photo HONG KONG, May 12 (Reuters Breakingviews) - The Taiwanese currency’s recent stunning rally against the U.S. dollar has highlighted a big risk in an unlikely area: the island’s insurers.
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3 days ago |
today.westlaw.com | Antony Currie |Robyn Mak |Aditya Srivastav
HONG KONG (Reuters Breakingviews) -The Taiwanese currency's recent stunning rally against the U.S. dollar has highlighted a big risk in an unlikely area: the island's insurers. The large swing against the greenback, if sustained, will hit earnings at...
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China's DeepSeek is grabbing all the headlines now, but the country has been quietly racking up some important wins in AI. My latest via @breakingviews: How China can keep pace in the global AI race https://t.co/WzpHJugfKn

China's Alibaba was once worth more than Amazon and Facebook. How did a company once seen as a consumer and technological bellwether for the world’s second-largest economy lose its shine? My latest for @Breakingviews https://t.co/PtLnHNSluT https://t.co/9uSqI40uTR

RT @Breakingviews: Breakingviews - China tech is running to stand still in AI race https://t.co/iZbdcdrXLm https://t.co/iZbdcdrXLm