Decoding China tech for global minds
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 171 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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hellochinatech.comLatest Issues
Cloud Rebuilt for Machines
Alibaba Cloud is redesigning its entire stack for agents, from chips to tokens.
At this week’s Alibaba Cloud Summit, the company launched a new product website called Qianwen Cloud. Open it in a browser and you see nothing recognizable as...
The Siphon Effect
How AI’s capacity pull is reshaping China’s mature-node foundries, specialty processes, and DRAM supply.
Three Chinese semiconductor companies reported financial results in the same week of May 2026. Taken individually, each tells a compan...
China Builds the Plumbing, Not the Agent
Baidu proposed measuring how many agents finish work each day. The real story is the infrastructure China is assembling underneath them.
Three Signals Behind One Metric
China Can Hold Up Nvidia’s H200
Washington cleared selected buyers. Beijing showed that export approval no longer guarantees Chinese demand.
Editor’s Note: This FlashPoint examines how a 75,000-chip allowance per approved Chinese buyer has produced zero deliveries. The H...
Sell First or Build First
Alibaba is monetizing scarce compute first. Tencent is deploying it internally first. China’s AI economics now turns on sequencing.
On May 13, Alibaba and Tencent reported quarterly earnings within hours of each other. Both missed revenue...
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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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