James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
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Posted inHeavy Hitters
China tech investment overseas: past, present, and future
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
Posted inTurf Wars
Winners and losers after the Huawei ban
Samsung has benefited the most, while the future for chipmakers is uncertain.
