TikTok's fate and Taiwan tech suppliers' shift

Hi everyone, this is Yifan from the San Francisco Bay Area. For the past five years, I have been covering tech for Nikkei Asia from the center of American innovation. While there has been a lot of talk about so-called tech decoupling in recent years, I've witnessed firsthand how intertwined the U.S. and Asia tech worlds are -- Silicon Valley's interest in China and Chinese tech is not going away anytime soon!

Case in point: TikTok. For the past month, the highly popular short-video sharing platform has dominated nearly all my personal and work conversations, whether it's at brunch with friends in Big Sur or afternoon coffee with a VC near Sand Hill Road. The ongoing drama of TikTok in the U.S. always comes up at some point, and everyone has a different theory on how it will end.