Category Archives: Technology

Biden administration also removed 25 Chinese firms from another trade watch list after successful end-user checks READ MORE

I should have made more explicit that the first dozen tweets were not my own analytical takes but rather those of @lidangzzz, a prominent tech influencer and US-based entrepreneur. Regardless of how narrowly Washington tries to draw the impact of … Continue reading →

A Twitter thread translated by Rhodium Group China expert Jordan Schneider – whose blog, China Talk, can be found here, provides keen insight into the effects of the Biden administration’s new export controls on the chip industry. READ MORE

THREAD: The US government’s new export controls are wreaking havoc on China’s chip industry. New rules around “US persons” are driving an “industry-wide decapitation.”

Washington’s latest export restrictions prohibit ‘US persons’ from supporting the ‘development or production’ of chips at targeted Chinese firms. Several C-suite executives at affected companies worked in the US semiconductor industry and gained citizenship before returning to China. According to … Continue reading →

Despite big aspirations – and big investment – China has struggled to catch up with the US in an economically and strategically vital industry, and will continue to face significant barriers to progress. But a number of factors – from … Continue reading →

Several key Apple and Tesla suppliers have halted production at Chinese facilities to comply with Beijing’s tighter energy consumption policy, putting supply-chain continuity at risk during a peak season for electronics goods including the latest iPhones. READ MORE (GOOGLE CACHE)

‘I have a view that we are closer to the end of the cycle,’ equity fund manager Jie at Fidelity says. Hang Seng Tech Index has slumped 25% from mid-February peak while the ‘ATM’ stock trio have lost US$400 billion … Continue reading →

China’s once-popular technology companies are losing their shine, with their share prices plunging over the last few months, as investors grew nervous of government clampdowns in the sector. READ MORE (GOOGLE CACHE)

This effort to localize production has been the opportunity of a lifetime for a new generation of Chinese chip champions like Yangtze Memory Technologies Co (YMTC) and their suppliers, whose fortunes have risen sharply following the start of the U.S.-China … Continue reading →

Bilibili has been touted as China’s answer to YouTube. It has over 100 million users, 1.9 million content creators and has just completed a second stock listing to pull in billons of dollars in funding. But as the company diversifies and … Continue reading →

China is fighting to take the global lead in autonomous driving as the regulatory ground for the technology shifts. Analysts see authorities’ willingness to allow aggressive experiments as a major advantage in the Asian giant’s fierce competition with the U.S. READ … Continue reading →

Although the prediction that millions of self-driving cars would have been on the road by 2020 has proved a bit too optimistic, developments in the field are quite encouraging… And investors, realizing the huge opportunities opening up in the sector, … Continue reading →

The Hong Guang Mini electric car cannot travel as fast or as far as a Tesla, but that has not stopped it from outpacing the Model 3 to become one of China’s bestselling new-energy vehicles. Now, the world’s top automakers are … Continue reading →

Now, after a virtually unfettered decade-long boom, Alipay and WeChat Pay face sweeping regulatory changes to crimp their dominance, build a more level playing field for competitors and control potential risks. But the rules aren’t just aimed at these two … Continue reading →

A government-backed Chinese consumer group has accused the nation’s tech giants of using their data-based algorithms to “bully” consumers and put them at a disadvantage. READ MORE (CACHED ARTICLE)

Local governments in China are enthusiastically backing electric vehicle startups in the hope of producing powerful rivals to the likes of Tesla. But their support also carries the risk of drawing increased scrutiny from the U.S. READ MORE (CACHED ARTICLE)

Most high-speed trains have not stopped in Wuhan since Chinese authorities locked down the city on Jan. 23, in an attempt to control the outbreak of the novel coronavirus that originated there. Most, but not all. Some have kept special … Continue reading →

Alibaba Group Holding and Tencent Holdings both exceeded expectations and reported healthy quarterly earnings on May 15, as China’s two largest internet companies appear set to fight for dominance in the country’s online sector. READ MORE

The Chinese government announced the ‘Made in China 2025’ strategic plan in 2015. Aimed at closing the gap with Western hi-tech prowess and lessening China’s dependency on imported technology, it specified 10 areas where the country should take the lead. … Continue reading →

The ‘Made in China 2025’ plan aims to break China’s reliance on foreign technology and pull its hi-tech industries up to Western levels. But it has become a lightning rod for Washington’s ire in its trade war with Beijing. This … Continue reading →

Nielsen’s e-commerce tracking data, within 34 fast-moving consumer goods categories, shows that in a 12-month rolling average leading up to November 2017, online sales grew 27% versus the year before, whereas offline sales increased only 6% over the same period. … Continue reading →

BloombergBusinessweek has a lengthy article about the strange courtship between Chinese industrial companies and Western game studios like the one that came up with Talking Tom Cat which was sold to Zhejiang Jinke Peroxide Co. The article noted: There’s been a … Continue reading →

Automation doesn’t elicit the same fear of job losses in China: As car demand grows quickly, ever more factories & workers are needed to produce more cars. READ MORE

The second quarter Nielsen Global Survey, which includes the Global Consumer Confidence Index, had some interesting findings for consumer confidence and eCommerce trends in China. To begin with, a willingness to spend among rural Chinese consumers hit 47% in the … Continue reading →

KraneShares has noted a recent performance uptick of 34.4% (from March 13th until early last week) for Chinese internet stocks and they believe this strong performance can continue because of a couple of macro tailwinds: Onshore Bull Market. From January … Continue reading →

KraneShares, the China focused ETF manager which manages the KraneShares CSI China Internet ETF (NASDAQ: KWEB), has just issued a China internet report which concluded that recent developments will allow China internet stocks to deliver attractive total returns compared to … Continue reading →

According to a recent report by Umeng, a Beijing-based mobile analytics firm, China Mobile Ltd (NYSE: CHL) has the largest share of Chinese internet data traffic while China Unicom (Hong Kong) Limited (NYSE: CHU) has seen the fastest growth in the past … Continue reading →