Black Sesame IPO - Paying Up-Front for Its Monetization Potential
Black Sesame Technologies (BLACKSES HK) is looking to raise US$143m in its Hong Kong IPO. In this note, we discuss peers and share our thoughts on...
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TechChain Insights: Visit with Nvidia Server Chassis Producer Chenbro; A Ubiquitous Supplier
Chenbro holds 10-15% market share in server chassis, serving major data center names like AWS and Nvidia, with new server market color to be...
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China’s AI Models Struggle to Bring Transformative Use, Executive Says
Industry executives attending the World AI Conference in Shanghai expressed concerns about recurring technological issues in the development of...
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Baidu Teams Up With Hesai Group For Its Robotaxi Platform Yichi 06: A Big Win For Hesai Group
In my insight, I discuss recent exclusive partnership between Baidu and Hesai Group, and update LiDAR deliveries estimates for Hesai Group
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GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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