Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
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Posted inHeavy Hitters
INSIGHTS | Smartphone makers race to 5G amid the post-covid Covid slump
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?
Posted inHeavy Hitters
China’s cloud landscape, with Kevin Xu
Kevin Xu joins the podcast to discuss China’s cloud computing services landscape, TSMC and intense competition in semiconductor development.
Posted inHeavy Hitters
Are China and India getting a tech divorce? With Dev Lewis
Elliott and James welcome Dev Lewis back to the podcast to discuss what a worsening relationship means for Chinese tech companies in India.
Posted inTurf Wars
Winners and losers after the Huawei ban
Samsung has benefited the most, while the future for chipmakers is uncertain.
Posted inHeavy Hitters
Drive I/O | Chinese EV makers downsize while battery makers expand production
Xpeng, Li Auto, and Nio are downsizing as rising costs of raw materials and supply chain disruptions cut into profit margins.
Posted inHeavy Hitters
Drive I/O | A flying start for China EV sales, CATL retains global dominance
Chinese EV sales reported robust figures in January. Tesla ended 2021 with a solid profit performance. CATL retained its competitive lead.
Posted inHeavy Hitters
As JD CEO and founder faces public criticism, what’s next for China’s largest retailer?
Layoffs, steep pay cuts, and constant comings and goings in JD’s C-suite place Alibaba’s nearest competitor in a bind.
