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

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

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.

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.

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.

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

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

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?

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

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.

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