SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
Category: Chinese Companies listed in US
Chinese AI progress and top companies
Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States
ByteDance, TikTok’s parent comapny, the world’s most valuable unicorn
It is generally believed that Xing Wang of Meituan, Colin Huang of Pinduoduo, Yiming Zhang of ByteDance, the world’s most valuable unicorn, and Wei Cheng of Didi are the third generation of Chinese Internet entrepreneurs.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
Duan Yongping’s investment empire and his BBK Group(Oppo, Vivo, One Plus, J&T Express, Realme）
Almost no Taiwanese have heard of Duan Yongping, but it is not an exaggeration to say that he is a household name in Chinese circles outside Taiwan, especially in the business and investment circles.
How does Pinduoduo make money, why it surpass Alibaba and become No. valuable listed Chinese companies in US?
The main reason is that Pinduoduo’s cross-border e-commerce platform Temu has grown rapidly, showing that its innovative model and future development potential are greater.
How does Shein, the world’s fastest growing fast fashion seller, make money?
Shein’s valuation may reach as high as 100 billion U.S. dollars. With ByteDance having 2 billion users holding Douyin and TikTok, It is on par with SpaceX and is expected to rank among the top three unicorns in the world.
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.
Chinese apps are taking over the world, accounting for 33% of global downloads
Chinese apps account for 33% of global downloads, and the performance of Chinese game programs is even more astonishing.