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
DeepSeekV4 1.6T day 0 to day 43 performance over time - Huawei, GB300 NVL72, MI355X, b200 Dylan Patel · SemiAnalysis ·Jun 9, 2026 · 31 min read · China
China's unitree will dominate global robotics Dylan Patel · SemiAnalysis ·Jun 8, 2026 · 27 min read · China
Import AI 460: Reward hacking society, rsi data from Anthropic; and RL-based quadcopter racing Jack Clark · Import AI ·Jun 8, 2026 · 14 min read · China
Qin hui on why condemning the administration is not enough Various · Sinification ·Jun 8, 2026 · 17 min read · China
Why Europe should put up trade barriers against Chinese goods Noah Smith · Noahpinion ·Jun 6, 2026 · 12 min read · China
Jia min: Beijing’s new language for managing competition with the U.S Zichen Wang · Pekingnology ·Jun 4, 2026 · 33 min read · China
Highway to hell: Ukraine's logistics lockdown, Taiwan’s littoral command and China’s evolving… Mick Ryan · Mick Ryan ·May 30, 2026 · 18 min read · China
