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tencent kuaishou xiaomi
Posted inHeavy Hitters

China Tech Investor: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

by Jill Shen Sep 3, 2021Sep 3, 2021

In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.

electric vehicles xiaomi baidu china self-driving smartphone huawei
Posted inHeavy Hitters

Drive I/O | Chips, batteries, AV: Xiaomi’s most high-profile auto investments of the year

by Jill Shen Nov 10, 2021Nov 10, 2021

Xiaomi is pouring billions of RMB into the auto sector and placing some big bets on multiple startups to build a complete auto supply chain.

2020, alibaba, ant, xiaomi
Posted inHeavy Hitters

China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

by Chris Udemans Jan 19, 2021Apr 28, 2021

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.

China tech investor, GSX,
Posted inHeavy Hitters

China Tech Investor: Xiaomi’s resilience, with Bryan Ma

by David Cohen Oct 19, 2020Apr 28, 2021

Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show to discuss strong performance from Xiaomi in a tough year.

AI artificial intelligence chips training Enflame Tencent AI semiconductors
Posted inThe Numbers

VC Roundup: Chinese tech firms are betting on chips

by Wei Sheng Jan 28, 2021Feb 24, 2021

Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.

Posted inUp and Comers

China’s chip industry is embracing RISC-V

by Wei Sheng Jul 1, 2021Dec 3, 2021

RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.

smartphone Apple Huawei 5G Oppo Xiaomi
Posted inHeavy Hitters

INSIGHTS | Smartphone makers race to 5G amid the post-covid Covid slump

by Evan Huang and Heather Mowbray Sep 14, 2020Sep 14, 2020

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?

Chinese tech global
Posted inHeavy Hitters

China tech investment overseas: past, present, and future

by Chris Udemans Nov 26, 2020Nov 26, 2020

Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.

harmony OS merchants e-commerce brushing tax authorities regulator
Posted inHeavy Hitters

Huawei’s Harmony OS: a third major mobile operating system?

by Wei Sheng Sep 23, 2020Sep 23, 2020

With Huawei increasingly cut off from the America-driven tech world, it’s betting on the new Harmony OS to build a new mobile ecosystem.

Posted inViews

INSIGHTS | Smart home firms scramble to lock in users

by Wei Sheng Nov 4, 2019Dec 4, 2020

A potentially closed ‘ecosystem’-type market is still anyone’s game.

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