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Hello China Tech

Poe Zhao, Yanting
Hundreds of paid subscribers

Decoding China tech for global minds

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Substack
PricingFreemiumPublishesDaily
Issues245Foundeda year agoLast Issue3 days ago
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Latest Issues

Alibaba’s 20 Gigawatts Are a Chip Bet

Banks put forecasts on Alibaba’s 20GW data center target within a day, but the numbers lean on a Chinese-made chip share Alibaba has not disclosed.

On September 22, Alibaba CEO Eddie Wu set a new target at Apsara, the company’s annual clou...

3 days ago
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The China AI Gap Is Three Questions Now

Chinese models match US rivals on some coding benchmarks, trail in terminal-based agent work, and dominate parts of video generation. The gaps are real. Their causes are different.

Put Kimi K3 and Codex on one coding benchmark and they fin...

5 days ago
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What Happens to a Chinese Car Factory When It Loses Its Product

China’s auto capacity is not shrinking in step with demand. It is being sorted. The plants standing idle are the ones without a product.

Editor’s note: Last year, I mapped the great reshuffling of EV startups. Last month, I traced where BY...

8 days ago
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Huawei Wants to Be Nvidia


On September 10, Huawei published a transcript on Xinsheng Community, the public face of its internal forum. It records a Q&A between supervisory board chairman Guo Ping and a group of new employees. Sina Tech republished the full te...

10 days ago
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Beijing Paces at the Gate

Anthropic wants an evaluator at the desk. Beijing keeps the assessor at the door. The risk lists overlap. The checkpoints do not.

FlashPoint is our premium quick-strike column on market-moving China tech events. Today: Anthropic CEO Dario...

10 days ago
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Authors

The writers behind this newsletter.

  • Poe Zhao

    China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.

  • Yanting

    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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