Techmeme
December 20, 2021, 7:10 AM

Top News

Ben Bowman / The Streamable:
YouTube TV reaches a deal with Disney to bring back 17+ channels including ABC, Disney, ESPN, Freeform, FX, and National Geographic  —  After one day of being dark, YouTube TV and Disney have reached a deal which will see more than 17 Disney-owned channels, including local ABC affiliates, Disney Channel, and ESPN return to the service.
Anton Shilov / AnandTech:
Report: chipmakers are on track to spend $152B on new fabs and production equipment in 2021, up 34% YoY, which is the strongest YoY growth since 2017  —  Semiconductor makers have drastically increased their capital expenditures (CapEx) this year in response to unprecedented demand for chips that is going to last for years.
Mark Gurman / Bloomberg:
The case for Apple to offer a 15-inch iPad home hub is made clear by devices like the Portal and Echo Show 15, as well as Apple's ~5% smart speaker market share  —  I've been testing Amazon.com Inc.'s new Echo Show 15.  My takeaway: It's time for Apple Inc. to get serious about the smart home and launch a giant iPad as a new hub.
Manish Singh / TechCrunch:
Bangalore-based Razorpay, a top payment processor in India whose products resemble Stripe's, raises a $375M Series F at a $7.5B valuation, up from $3B in April  —  Razorpay has more than doubled its valuation to $7.5 billion from $3 billion in April as one of India's largest fintech giants …

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