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June Yoon

Asia Lex Editor

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  • Wednesday, 14 February, 2024
    Inside BusinessArtificial intelligence
    AI hype has echoes of the telecoms boom and bust

    Tech transformation may take years longer than suggested by record share prices and funding targets

    Sam Altman
  • Tuesday, 16 January, 2024
    Inside BusinessBYD Co Ltd
    Has BYD already peaked?

    Weak share price of China’s best-selling EV brand indicates investor concerns over rising competition

    A BYD Co. Atto 3 sport utility vehicle at a showroom in Hong Kong,
  • Tuesday, 19 December, 2023
    Inside BusinessSemiconductors
    New generation of chips will drive the AI wave

    High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers

    The logo of SK Hynix
  • Wednesday, 6 December, 2023
    LexShein
    The Lex Newsletter: Amazon battles Shein’s shoo-in potential Premium content

    China’s fast-fashion upstart brazenly parks itself on US ecommerce rival’s turf ahead of blockbuster listing

    Customers hold Shein bags outside a showroom in Tokyo
  • Tuesday, 28 November, 2023
    Inside BusinessTechnology sector
    AI chip contenders face daunting ‘moats’

    Barriers to entry in an industry dominated by TSMC and Nvidia are very high

    Visitors watch a screen showing TSMC’s wafer
  • Tuesday, 31 October, 2023
    Inside BusinessHuawei Technologies
    Huawei’s new phone ratchets up rivalry with US and Apple

    Flagship Mate 60 Pro has been a hit in China but taking on the iPhone will come at a political cost

    A woman looks at a new iPhone 15 Pro and a Huawei Mate 60 Pro
  • Wednesday, 18 October, 2023
    LexChinese business & finance
    The Lex Newsletter: China weighs up fast-food stocks vs pharma stocks Premium content

    Bet on dining out may be a quicker source of returns than weight-loss drugs

    Two boys open the door to a McDonald’s restaurant in Beijing, China
  • Tuesday, 3 October, 2023
    Inside BusinessElectric vehicles
    China’s electric vehicles threaten to leave Europe in the dust

    The historical parallel is with the push into the US by Japanese carmakers in the 1970s

    Attendees look around the at BYD Don during 2023 Central China International Auto Show in Wuhan
  • Wednesday, 20 September, 2023
    LexTikTok Inc
    The Lex Newsletter: TikTok wants to be Amazon for Gen Z Premium content

    Social media group is branching out into ecommerce but the US is not the only country with concerns about the app

    Logo for TikTok and a smartphone screen showing the TikTok Shop app
  • Monday, 28 August, 2023
    Inside BusinessSemiconductors
    Nvidia’s critical weak point: Taiwan

    Building more fabrication plants in other countries is not the solution for companies that require the highest tech chips

    Jensen Huang
  • Tuesday, 25 July, 2023
    Inside BusinessNvidia
    Enthusiastic Nvidia investors may need a reality check

    TSMC and Samsung have not enjoyed similar boosts to the US chip designer because their shareholders are aware of the risks ahead

    A superchip on show at a conference in Taipei
  • Wednesday, 5 July, 2023
    LexUS-China trade dispute
    The Lex Newsletter: rare earth dearth will hurt US and China Premium content

    Tit-for-tat trade curbs show both nations are prioritising political objectives over economic health

    A man holds up a gallium oxide wafer at the Hangzhou Global Scientific and Technological Innovation Center
  • Thursday, 15 June, 2023
    Special ReportAsia-Pacific Climate Leaders
    Chipmakers race to curb emissions as demand surges

    Meanwhile sister companies with green energy knowhow look set to cash in

    Scientists research chips in laboratory
  • Wednesday, 17 May, 2023
    LexRakuten Inc
    The Lex Newsletter: Mikitani should admit Rakuten Mobile has flopped Premium content

    Priority should be to shore up cash and improve group’s credit rating, not pump capital into its weakest link

    Rakuten chief Hiroshi Mikitani
  • Friday, 5 May, 2023
    Special ReportAsia-Pacific Innovative Lawyers
    China seeks to ease fears of legal disputes to bolster global trade

    Supply chain disruptions highlight an increasingly complex east-west interdependency

    A staff member delivers goods according to an order at a warehouse of an e-commerce logistics park in Lianyungang, East China’s Jiangsu Province,
  • Tuesday, 2 May, 2023
    Inside BusinessArm Ltd
    High IPO valuation for Arm would be a warning to investors

    A wide range of $30bn to $70bn has been estimated for the value of the UK chipmaker being listed by SoftBank

    Arm logo is seen during the Arm press conference in Taipei, Taiwan
  • Wednesday, 19 April, 2023
    LexInvestment Banking
    The Lex Newsletter: Beijing’s dreams of a global investment bank get a wake-up call Premium content

    International expansion has been hit but outlook for deals and stock performance within China is more encouraging

    A cyclist passes a branch of Citic Securities in Shanghai, China
  • Thursday, 6 April, 2023
    Special ReportFT High-Growth Companies Asia-Pacific
    Asia’s growth companies buck a slowing trend

    New tech and strong domestic demand boost emerging market start-ups

    illustration of a growth chart using flowers to represent points on the graph
  • Tuesday, 4 April, 2023
    Batteries
    Tesla is disrupting the car battery industry

    Electric vehicle maker is ramping up production in the US and challenging the dominant battery makers in Asia

    Tesla megapack batteries at the Elkhorn battery energy storage system in Moss Landing, California, US
  • Wednesday, 22 March, 2023
    Lex
    The Lex Newsletter: UBS overlap will hit Credit Suisse staff hard in Asia Premium content

    New owner of struggling Swiss bank is expected to cut jobs more heavily in the region than elsewhere

    A security guard at Credit Suisse’s Asian investment conference in Hong Kong on Tuesday
  • Wednesday, 22 February, 2023
    LexChinese business & finance
    The Lex Newsletter: China turns to foreign investors to revive property sector Premium content

    Losses mean local lenders have been reluctant to pitch in, but Beijing has mistimed its plea

    An apartment complex in Beijing
  • Wednesday, 22 February, 2023
    Inside BusinessHydrogen vehicles
    The big bet on hydrogen vehicles

    Toyota and Hyundai believe in the alternative fuel but there must be a push to produce it in greener ways

  • Wednesday, 25 January, 2023
    LexSouth Korea
    The Lex Newsletter: South Korean banks just got interesting Premium content

    Timing is right for shareholders to extract better terms from local lenders

    Tourists in front of a branch of Woori Bank in Seoul
  • Friday, 23 December, 2022
    The Top LineUS-China trade dispute
    A fake baby bump shows the limits of US chip sanctions on China

    Smuggling boom suggests ban will complicate but not halt the flow of technology, while raising prices for all

  • Wednesday, 30 November, 2022
    Inside BusinessChinese business & finance
    Companies will find it hard to diversify away from China Covid shock

    So much of global supply chains and manufacturing ecosystem is tied to the ‘world’s factory’

    Security forces clash with workers at a protest outside Foxconn’s factory in Zhengzhou, China on November 23 2022
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