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.
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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 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 inHeavy Hitters
China tech investment overseas: past, present, and future
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
Posted inWith Chinese Characteristics
China’s cyber watchdog targets mobile browsers
China’s Cyberspace Administration has cracked down on mobile browsers for spreading clickbait and misinformation.
Posted inUp and Comers
China’s smart speaker market ‘exploding,’ strong trajectory to continue: report
Smart speakers are one of the most popular electronic devices in Chinese households.
Posted inHeavy Hitters
Tiktok pulled from India stores in ban on 59 Chinese apps
India’s government has banned Tiktok, Wechat, and 57 other Chinese apps in seeming retaliation for border clashes in the Himalayas.
Posted inThe Numbers
China Tech Investor 33: 2019 year-to-date for China’s tech stocks—Meituan surges, Baidu slumps, and more
China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t […]
Posted inWith Chinese Characteristics
China tech stocks bounce back after virus outbreak losses
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
Posted inTurf Wars
Winners and losers after the Huawei ban
Samsung has benefited the most, while the future for chipmakers is uncertain.
