Decoding China tech for global minds
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 194 | Founded | a year ago | Last Issue | 26 hours ago |
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hellochinatech.comLatest Issues
China’s AI Chips Enter the Training Stack
LongCat shows China can now run frontier-scale training on domestic chips. It does not yet show China can do it efficiently.
For 2 years, the working assumption among investors and policymakers has been clear: Chinese AI chips could handle...
The AI Stack’s $190 Billion Blind Spot
How a Chinese manufacturer became one of the most critical, and most contested, suppliers in global AI infrastructure.
The company with the largest estimated share of high-speed optical transceivers for AI data centers is a Chinese manufac...
Galaxy General and the Chip Bag Test
China’s best-funded embodied-AI startup raised nearly Rmb 7 billion on a brain-first bet. A Beijing convenience store reveals what a brain alone cannot solve.
In a FamilyMart in Beijing’s Zhongguancun area, a humanoid robot named Galbot st...
ByteDance’s AI Ledger
Doubao has 200 million daily users and generates under Rmb 1 million a day. A disputed $2 billion video model helps explain how ByteDance keeps paying.
Doubao, the AI assistant from ByteDance, TikTok’s parent company, has 345 million month...
Momenta and the Software Economics of Self-Driving
While L4 specialists burn cash and platform giants court automakers, Momenta’s IPO filings reveal a licensing model with a clearer path toward software-like margins.
Momenta Global Limited passed its Hong Kong listing hearing on June 23, 2...
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Authors
The writers behind this newsletter.
China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.
I’ve been living in Beijing for over 15 years, closely following business, technology, market strategy, and the broader forces shaping companies and industries.
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