The AI capex boom is fueling fears of a bubble in the U.S, but China’s problem might be not spending enough. My latest column for @breakingviews https://t.co/mOluYR2pYa
China's DeepSeek is grabbing all the headlines now, but the country has been quietly racking up some important wins in AI. My latest via @breakingviews:
How China can keep pace in the global AI race https://t.co/WzpHJugfKn
China's Alibaba was once worth more than Amazon and Facebook. How did a company once seen as a consumer and technological bellwether for the world’s second-largest economy lose its shine? My latest for @Breakingviews
https://t.co/PtLnHNSluT
South Korea's move to challenge the $109M ruling in favor of Elliott reflects the deep-seated complexities of the 2015 Samsung merger saga. This prolonged battle sends a clear message about the high stakes of corporate governance in Korea.
https://t.co/aq7saM1RRh
Shein has filed for a US IPO. Read @mak_robyn's earlier column explaining how the company - which relies on Chinese supply chains - is threading the world’s trickiest geopolitical needle https://t.co/EOZlwHCL10
How to write predictions amid a war and pandemic? Forecasting is no longer a simple pursuit, so this year we laid out scenarios for 2023, ranging from the chip war, interest rates, corporate deals, breakups and more. Check it out here: https://t.co/ymKoCW1PyM #BVPredicts
China's protests will pressure Beijing to ease strict lockdowns. Yet some 27 mln elderly are unjabbed and they face a shortage of hospital beds. These failures are quickly narrowing the country's reopening options, says @ywchen1 https://t.co/ULcNUG6SUg
For all the talk about tech decoupling, Chinese chipmakers could end up even more intertwined in supply chains. My latest take on the U.S. export controls via @Breakingviews: https://t.co/tvaWFRAuN0
Thanks to @mak_robyn for the review of #ChipWar by @crmiller1 and commentary on the #semiconductor industry's political/economic/military implications, read more here: https://t.co/EP2r7gsr1D
What underpins American tech policy towards China today? My review of @crmiller1's informative and timely book "Chip War" via @breakingviews https://t.co/2qT0827Gpa
📖 review: @luluyilun's 'Influence Empire' describes how Tencent boss Pony Ma and his rivals grew so powerful that they drew Beijing's ire. Their humbling bodes ill for China's state-led innovation push, says @ywchen1 https://t.co/7vCueNYjkU
Samsung's #NetZero target looks unambitious next to tech global peers like Apple. My latest on why it's not entirely the company's fault: https://t.co/9SKvzfbYAO
All eyes will be on TSMC in Taiwan today. But a mainland Chinese chipmaker's $1.6 bln Shanghai IPO warrants attention too. A lot is at stake for Hygon, AMD's Chinese JV partner, to strike out on its own. My latest via @Breakingviews https://t.co/P1hc1W8Fkr
Star Plus Legend banks on the founder's pop-star son, Jay Chou, hawking "bulletproof" coffee. But Beijing's crackdown on celebrity influence threatens $57 mln of revenue. Using consumers as a sales force raises another red flag, says @mak_robyn https://t.co/X4TrvwbXTy
As momentum for spinoffs, carveouts, breakups gain around the world, similar efforts to unlock value in South Korea are backfiring. My latest. https://t.co/VGkbdp0xO8
Quarterly results from China's two e-commerce giants show their fortunes are diverging. @ywchen1 on why the smaller JD looks more resilient than its far larger rival Alibaba https://t.co/uhDcU6CFLb