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Tech Buzz China Insider

Tech Buzz China, Weijin Research, Rui Ma, TP Huang, Ryan Cunningham
Hundreds of paid subscribers

Deep dives into the most interesting companies and trends in China Tech, including internet, (cross-border) e-commerce, EVs, and more. In cooperation with Six Degrees Intelligence.

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Substack
PricingFreemiumPublishesWeekly
Issues222Founded5 years agoLast Issue4 days ago
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Latest Issues

China Is Confronting AI Risks Without Slowing Development

Cybersecurity disclosures add urgency to U.S.–China safety talks, but AI’s strategic value will keep Beijing pushing ahead.

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4 days ago
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Why Tencent, ByteDance and Alibaba Want to Own China’s AI Office

China’s tech giants want to turn the AI tools employees use into a bigger share of their employers’ software, cloud and services budgets.

This week’s piece will be out on time this Friday. We’ve been doing a lot of interviews on AI safety...

12 days ago
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China’s AI Infrastructure Bet Is Entering Its Harder Phase

Building capacity was the first challenge. Now China must turn fragmented hardware, cheap western power and uneven demand into a production market that improves its domestic AI stack.

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23 days ago
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Inside YMTC’s IPO: How China Built a Global NAND Champion

China spent three decades trying to build a memory champion. YMTC’s filing shows how it finally reached global scale, and what the next NAND downturn will test.

Things you might have missed

a month ago
10
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China Just Reached SpaceX’s 2015

Things you might have missed

A few developments since our August 18 issue are worth keeping on your radar.

FROM OUR RECENT COVERAGE

  • ByteDance’s Seedance supplied more than half of Volcano Engine’s model-as-a-service revenue by...
a month ago
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Authors

The writers behind this newsletter.

  • Tech Buzz China

    Deep dives into the most interesting companies and trends in China Tech, including internet, software, EVs, and more. Powered by Six Degrees Intelligence.

  • Weijin Research

    I research and write on emerging and scaling up technologies in China. I founded Weijin Research and was a business and tech journalist.

  • Rui Ma

    China Tech & Mom Life. https://x.com/ruima

  • TP Huang

    I like sharing my random thoughts on EVs, clean energy, chips, aerospace and other tech. Follow me to X and SDF also

  • Ryan Cunningham

    energy-compute and technoeconomics • founder @ Edgerunner Ventures • ex-Uber

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