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CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
Archived series ("Inactive feed" status)
When?
This feed was archived on August 01, 2022 18:48 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 292304032 series 2465860
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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:
Guest:
- Stewart Randall - @stewrandall
Editor:
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
85 episodes
Share
Archived series ("Inactive feed" status)
When?
This feed was archived on August 01, 2022 18:48 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 292304032 series 2465860
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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:
Guest:
- Stewart Randall - @stewrandall
Editor:
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music
85 episodes
All episodes
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Similar to China Tech Investor
Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them as a founder, operator, or investor.
…
continue reading
Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Where real startup founders pitch to real investors—for real money. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
We help founders make something people want.
…
continue reading
Big tech is transforming every aspect of our world. But how? And at what cost? This season of Land of the Giants – The Twitter Fantasy – will tell the story of Twitter (X) at a crucial moment for the platform, exactly one year after Elon Musk took over. Hosted by Vox senior correspondent Peter Kafka, the four-episode season will survey the company's outsize influence on politics and culture. How did Twitter become the Internet’s town square, for better and for worse? And where is it heading, ...
…
continue reading
The a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
…
continue reading
Hungry for Technology Talk? Get All You Can Eat at the Android Buffet
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
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