CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

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 miss anything. Check out our lineup of China tech podcasts . In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders. Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu Bilibili Xiaomi JD Pinduoduo Meituan-Dianping Kuaishou Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Guest: Stewart Randall - @stewrandall Editor: Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson , Royalty Free Music

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CTI 74: China’s evolving semiconductor landscape, with Stewart Randall is an episode from China Tech Investor by TechNode.

This episode is 01:05:41 long.

This episode was published on May 12, 2021.

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