In this episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights of Kuaishou, Tencent, and Xiaomi.
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Posted inHeavy Hitters
Drive I/O | Chips, batteries, AV: Xiaomi’s most high-profile auto investments of the year
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.
Posted inHeavy Hitters
China Tech Investor: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 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.
Posted inThe Numbers
VC Roundup: Chinese tech firms are betting on chips
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
RISC-V was long considered a “hobbyist architecture.” Now, China’s semiconductor industry is taking it seriously.
Posted inTurf Wars
CHINA VOICES | Tech commentators on Biden: ‘Bring it.’
China tech has suffered from Trump’s tech war, but the country’s tech watchers aren’t celebrating the start of the Biden administration.
Posted inEvents
Kai-Fu Lee and Hugo Shong to attend BEYOND Investment Summit
The BEYOND Global Investment Summit will gather global A-list VCs to build a network with innovation at its core and advance the development of businesses with the help of their expertise.
Posted inThe Numbers
GGV Capital raises $2.5 billion as US investors chase China tech
GGV Capital’s latest capital raise comes amid an uptick in inflows to VCs as investors look to profit from China’s tech growth.
Posted inWith Chinese Characteristics
Insights | Why Chinese tech giants are becoming very generous
Under intensifying regulatory pressure, Chinese tech giants are scrambling to show their willingness to operate and invest in compliance with the state’s broad goal of “common prosperity.”
Posted inViews
CHINA VOICES | Is community group buying maturing?
The hot field of community group buying is already moving out of its gold rush phase. Chinese analysts are asking whether it’s turning sustainable.
