China is catching up with the US in AI, robotics, and other sectors, driven by an R&D spending rise, hitting $500B in 2024, up 3x since Xi took office in 2012
Beijing is racing ahead in advanced technology, including in robots, satellites and AI—and in some cases is catching up with the U.S. X: @jchengwsj X: Jonathan Cheng / @jchengwsj : The Fortress That C...
A profile of Atsuyoshi Koike, the CEO of chip startup Rapidus, which plans to invest ~$35B by 2027 to build 2nm chips in Japan and help the US to counter China
Wall Street Journal : Twitter: @jchengwsj Twitter: Jonathan Cheng / @jchengwsj : “Today, the great fear driving chip investments is China, and U.S. policy calls for helping allies such as Japan build...
Research: ByteDance's video editing app CapCut, launched in 2020, has 200M+ MAUs and 400M+ downloads in 2022, up 43% YoY, surpassing TikTok in recent weeks
Let's sift through the noise. Tweets: Martijn Rasser / @martijnrasser : CapCut says in its privacy policy that to provide services, it collects content such as photos and videos that users upload, as ...
IFR data: Chinese factories installed 243K+ robots in 2021, up 45% YoY and around 50% of the global total, adapting to a changing workforce and rising wages
Jason Douglas / Wall Street Journal : Tweets: @jchengwsj , @andymok , and @kanthan2030 Tweets: Jonathan Cheng / @jchengwsj : China installed almost as many robots in its factories last year as the re...
As the US passes its CHIPS Act, China plans to invest ~$150B through 2030 on chips, South Korea eyes $260B in chip investments by 2027, and the EU plans $40B
The question is whether semiconductor giants choose America over other locations that have offered incentives and lower costs for years Tweets: @jchengwsj and @jonhusted Tweets: Jonathan Cheng / @jche...
A look at China's efforts to grow its chip industry by focusing on the most demanded and basic technologies, such as microcontrollers and power supply chips
most in demand in the shortage. w/ @lizalinwsj https://www.wsj.com/... Jonathan Cheng / @jchengwsj : @DanStrumpf @lizalinwsj China is slated to build 31 major semiconductor factories, known as fabs, b...
How Pinduoduo leads China's adoption of social e-commerce by putting social media first, and gamifying the shopping experience so people win deals and discounts
Five-year-old company is first challenger to loosen Alibaba and JD.com's stranglehold over online consumption in the country Tweets: @juokaz , @mdudas , @jchengwsj , and @wsj Tweets: @juokaz : A five-...
Surging demand for laptops and 5G chips, alongside a boom in car sales, is fueling chip shortages and pushing prices higher, with older chips affected the most
Wall Street Journal : Tweets: @wsj , @wsjbusiness , and @jchengwsj Tweets: @wsj : Semiconductor companies are asking their customers for patience as the industry works through a sharp increase in dem...
Sources: Samsung moves some maufacturing to Indonesia, aims to assemble 1.5M handsets/month
Jonathan Cheng / Wall Street Journal :