In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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.
Each week, the two look at their watchlist and talk about what’s happening with listed Chinese tech companies.