Weijin Research
Understanding China’s technology and energy transformation through industrial logic.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | a year ago | Last Issue | 13 days ago |
| Active | |||||
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weijinresearch.substack.comLatest Issues
Supernodes are the New Paradigm of Computing Architecture: Huawei
This article originally appeared on Weijin’s WeChat Official Account on May 28, 2026 with the Chinese title: 「华为鲲鹏昇腾超节点，自主AI站起来了」. It has been translated and lightly adapted for an English-speaking audience.
Huawei has visions of a “new ch...
What's Next After Moore's Law? Tau's Law (says Huawei)
This article originally appeared on Weijin’s WeChat Official Account on May 25, 2026 with the Chinese title: 「如何理解华为的韬定律与时间扩展定律」. It has been translated and lightly adapted for an English-speaking audience.
Ever since chips became t...
An AI Boom Fit To Crack Vertical Integration
This article originally appeared on Weijin’s WeChat Official Account on May 13, 2026 with the Chinese title: 「可灵分拆、昆仑芯分拆，一场AI驱动的垂直整合压力测试」. It has been translated and lightly adapted for an English-speaking audience.
At a market capitalizat...
xAI Was Supposed to Understand the Universe.
This article originally appeared on Weijin’s WeChat Official Account on May 7, 2026 with the Chinese title: 「想要“理解宇宙”的xAI，消失在SpaceX里 | 笔记」. It has been translated and adapted for an English-speaking audience.
When ChatGPT exploded onto the...
OpenAI's Mobile Phone: Can It Exploit Apple's Innovator's Dilemma?
This article originally appeared on Weijin’s WeChat Official Account on May 5, 2026. Original Chinese title: 「OpenAI手机，能否利用苹果创新者的窘境 | 笔记」. It has been translated and adapted for an English-speaking audience.
The agent phone is definitely t...
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Authors
The writers behind this newsletter.
I research and write on emerging and scaling up technologies in China. I founded Weijin Research and was a business and tech journalist.
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