2026-01-02
Another Chinese AI Kimi raising a crazy amount of money This time, unlike Manus, it's still in the hands of Chinese investors (Ali and Tencent) Incredible what they are doing https://x.com/...
South China Morning Post
Report: China-based Moonshot AI, which makes Kimi AI models, raised a $500M Series C at a $4.3B valuation led by IDG Capital; Alibaba and Tencent also invested
Iris Deng / South China Morning Post :
2025-10-15
Tim Cook still investing in China It would be suicidal to give up on a country where they can sell (a lot) and it's at the same time the hotbed of innovation Good move
Bloomberg
Sources: Apple plans to build its upcoming indoor security camera, home hub, and tabletop robot in Vietnam, part of its effort to lessen its dependence on China
Apple Inc. is preparing to expand its manufacturing operations in Vietnam as part of a push into the smart home market …
Tim Cook still investing in China It would be suicidal to give up on a country where they can sell (a lot) and it's at the same time the hotbed of innovation Good move
Reuters
China's Industry Ministry says that during a visit, Tim Cook pledged to boost Apple's investment in China, but offers no details, amid the US-China trade war
- Apple seeks to balance US, Chinese interests amid trade war — iPhone shipment in China grew in third quarter
2023-12-12
Interesting that TikTok, after been forced to close its e-commerce service, TikTok Shop, in Indonesia just acquired 75.01% of Tokopedia and inject TikTok Shop's Indonesia business into the enlarged Tokopedia entity. Unstoppable. https://www.reuters.com/...
Bloomberg
TikTok plans to invest $1.5B and take a 75% stake in GoTo's e-commerce unit Tokopedia, part of a deal that lets TikTok restart its shopping service in Indonesia
https://lnkd.in/g6FC2myN Fabian Moa / Fabian Moa, CFA, FRM, CTP, FMVA, AFM : The recent strategic alliance between GoTo and TikTok presents a fascinating blend of opportunities and...
2023-10-06
Being saying for a while: Temu, Shein and TikTok will change the way we shop! Amazon should take note, if doesn't want to be disrupted (at least in certain categories). https://www.scmp.com/... via @scmpnews
South China Morning Post
A look at the impact of Shein and Temu on China's exports; government data shows exports via e-commerce grew 19.9% YoY in H1 2023, while overall exports fell
2023-09-08
Chinese government wants to ban Apple to reciprocate Huawei ban in US. What they don't realize is: 1) Chinese love Apple / Americans don't care of Huawei 2) Apple employs hundreds of thousands of young Chinese in areas of high unemployment I call it a self boycott 🤦♂️
Bloomberg
Sources: China plans to expand its ban on iPhones in sensitive departments to government agencies and state companies, an unprecedented blockade; AAPL drops ~3%
2023-09-07
Chinese government wants to ban Apple to reciprocate Huawei ban in US. What they don't realize is: 1) Chinese love Apple / Americans don't care of Huawei 2) Apple employs hundreds of thousands of young Chinese in areas of high unemployment I call it a self boycott 🤦♂️
Bloomberg
Sources: China plans to expand its ban on iPhones in sensitive departments to government agencies and state companies, an unprecedented blockade; AAPL drops 3%+
- Beijing begins by banning the devices from certain bodies — It could deal blow to Apple and amplifies a self-reliance push
2022-11-24
My take on the Foxconn/Apple factory revolt: 1) it's a local dispute workers vs factory 2) will be cracked down quickly 3) will not scale to national level 4) more lockdowns to follow. End of the story https://twitter.com/...
Financial Times
Foxconn offers ~$1,400 payouts to newly recruited Chinese workers who opt to leave its iPhone factory, aiming to quell unrest after violent clashes with police
Apple supplier apologises for ‘technical error’ after violent clashes between workers and police