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.
In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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.
RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.
Chinese tech giants typically focus on the consumer market. But their appetite for early stage investments in semiconductors is growing.