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.
Over the past six months, I’ve been mapping the global footprint of Chinese tech investment. Here’s what I’ve learned.
China’s Cyberspace Administration has cracked down on mobile browsers for spreading clickbait and misinformation.
Smart speakers are one of the most popular electronic devices in Chinese households.
India’s government has banned Tiktok, Wechat, and 57 other Chinese apps in seeming retaliation for border clashes in the Himalayas.
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 […]
Tech stocks are down following an epidemic. Luckin Coffee’s stock has suffered the most, as mask manufacturers’ share prices rise.
Samsung has benefited the most, while the future for chipmakers is uncertain.