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?
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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.
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
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.
