Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
China’s dominant smartphone makers have suffered setbacks from Covid-19 and the US-China trade war. Is 5G the light at the end of the tunnel?
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Samsung has benefited the most, while the future for chipmakers is uncertain.
Xpeng, Li Auto, and Nio are downsizing as rising costs of raw materials and supply chain disruptions cut into profit margins.
Chinese EV sales reported robust figures in January. Tesla ended 2021 with a solid profit performance. CATL retained its competitive lead.
Layoffs, steep pay cuts, and constant comings and goings in JD’s C-suite place Alibaba’s nearest competitor in a bind.