The 20 most interesting ideas we've found in 2026 Jordan Schneider · ChinaTalk ·Jul 7, 2026 · 22 min read · China
Chartbook 456 alien v. Predator or MAGA meets AI - a "crossover" monument to the USA at 250 Adam Tooze · Chartbook ·Jul 4, 2026 · 11 min read · China
Zhang jian on China, the EU and Russia "De-Risking" from the US Various · Sinification ·Jul 3, 2026 · 14 min read · China
Chartbook 455: The AI boom, China's walled-in-wealth and the financial barriers that separate the… Adam Tooze · Chartbook ·Jul 1, 2026 · 13 min read · China
Chartbook 454: China shock 2.0 and mercantilist-on-mercantilist violence Adam Tooze · Chartbook ·Jun 28, 2026 · 12 min read · China
US subways build too many cross passages Brian Potter · Construction Physics ·Jun 25, 2026 · 10 min read · China
China’s cxmt is set to challenge dram incumbents Dylan Patel · SemiAnalysis ·Jun 23, 2026 · 28 min read · China
Zheng yongnian on local government overreach and the private economy Various · Sinification ·Jun 22, 2026 · 18 min read · China
Critical mineral security: The endgame Jordan Schneider · ChinaTalk ·Jun 22, 2026 · 22 min read · China
Transmission dominance with Chinese characteristics Jordan Schneider · ChinaTalk ·Jun 21, 2026 · 56 min read · China
Stop saying half of 2026 US datacenter capacity is canceled Dylan Patel · SemiAnalysis ·Jun 18, 2026 · 26 min read · China
Will the match act change chip controls? Jordan Schneider · ChinaTalk ·Jun 17, 2026 · 19 min read · China
Emergency pod: Claude fable fried + what's up at bis? Jordan Schneider · ChinaTalk ·Jun 16, 2026 · 46 min read · China
Americans should celebrate China's biotech revolution Richard Hanania · ·Jun 15, 2026 · 13 min read · China
Is smic n+3’s metal pitch smaller than Intel 18A’s? Dylan Patel · SemiAnalysis ·Jun 14, 2026 · 40 min read · China
The courts should rein in the administration's proposed section 301 tariffs as well Various · Reason ·Jun 14, 2026 · 14 min read · China
OECD's Subsidy-Centric narrative of China’s emerging industries is increasingly flawed and… Zichen Wang · Pekingnology ·Jun 12, 2026 · 25 min read · China
Sen. Slotkin: Ndaa, AI guardrails, and banning China's cars Jordan Schneider · ChinaTalk ·Jun 12, 2026 · 20 min read · China
Paul Kennedy on great powers, past and present Jordan Schneider · ChinaTalk ·Jun 10, 2026 · 43 min read · China
