Weijin Research
Understanding China’s technology and energy transformation through industrial logic.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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weijinresearch.substack.comLatest Issues
DeepSeek, Zhipu, and Kimi: Competing for Survival at the AI Frontier
This article originally appeared on Weijin Research on Huxiu on August 23, 2026. Original Chinese title: 「DeepSeek、智谱与Kimi，竞争前沿生存空间」. It has been translated and adapted for an English-speaking audience.
At a Glance
Chinese models are m...
Will YMTC’s IPO Mark the Start of a ‘King’s Return’?
This article originally appeared on Weijin Research on Huxiu on August 25, 2026. Original Chinese title: 「长江存储IPO，会是“王者归来”序章吗」. It has been translated and adapted for an English-speaking audience.
At a glance
CXMT has barely warmed the...
Why Google Needs Its Founders Back in Charge of AI
This article originally appeared on Weijin Research on Huxiu on August 9, 2026. Original Chinese title: 「创始人模式才能挽救谷歌AI」. It has been translated and adapted for an English-speaking audience.
A person observing a model training curve display...
OpenAI’s First AI Hardware Leaks: Chasing Steve Jobs’s Siri Vision
This article originally appeared on Weijin Research on Sina on August 7, 2026. Original Chinese title: 「刚刚，OpenAI首款智能体硬件乍泄，实现乔布斯的Siri梦想吗」. It has been translated and adapted for an English-speaking audience.
In countering Apple's infringem...
Optical Modules: Why Is the US Willing to Hurt Its Own AI Buildout?
This article originally appeared on Weijin Research on Sina on August 5, 2026. Original Chinese title: 「光模块，美国为什么要卡自己的脖子」. It has been translated and adapted for an English-speaking audience.
US restrictions on China's AI industry chain ar...
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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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