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Weekly Dose of China Tech [9.14.2026]
BYD’s Global Stress Test, Bill Gates vs. AI’s Real Accountability, DeepSeek’s Hiring Surge, Xiaomi’s Chip Ambitions, China’s BCI IPO Race + One More…
Sep 14
•
X.PIN
and
Han Chen
3
1
Inside the Global Wave of National Sovereign AI Models
Countries are turning to US infrastructure and Chinese models to reduce their dependence on both. The contradiction is real—but so is the control they…
Sep 11
•
X.PIN
and
CT Zhao
5
1
BYD Won China. Now It Has to Back It Up Overseas.
The internet is debating whether BYD is a scam. The harder question is whether that explanation still holds up as BYD builds a real business overseas.
Sep 10
•
X.PIN
and
Han Chen
8
3
Bill Gates Has a Plan for AI’s Future. What About Its Present?
The immediate danger is not an all-powerful machine, but a technology industry asking the public to underwrite its ambitions.
Sep 8
•
X.PIN
and
CT Zhao
9
2
Weekly Dose of China Tech [9.7.2026]
Inside China's AI Power Play, CXMT’s LPDDR6 Gamble, JD's Robot Dealership Plan, ByteDance’s $30B Loan, Enflame’s IPO + One More Thing
Sep 7
•
X.PIN
and
Han Chen
6
2
Ulanqab: China's Bet That AI's Real Bottleneck Isn't Chips, It's the Grid
How off-grid microgrids are accelerating China’s data center expansion inside the massive Inner Mongolia AI cluster.
Sep 4
•
X.PIN
and
Han Chen
15
2
6
CXMT’s LPDDR6 Gambit Is Bigger Than Smartphones
The Xiaomi 18 Fold is only the first test. China’s leading DRAM maker is positioning the same low-power memory technology for phones, PCs and…
Sep 2
•
X.PIN
and
CT Zhao
11
6
August 2026
Weekly Dose of China Tech [08.31.2026]
Unitree’s $62B Robot Bubble, China’s BCI Shortcut, Xiaomi’s Chip Push + One More Thing
Aug 31
•
X.PIN
and
Han Chen
10
1
4
China Didn't Out-Engineer Neuralink. It Out-Paperworked It.
As China approves its first commercial BCI device, learn how its fast-track playbook aims to scale brain implants faster than Neuralink.
Aug 28
•
X.PIN
and
Han Chen
10
4
Unitree’s Robots Are Real. China’s Robotics Valuations Are the Problem.
The country’s leading robot manufacturer has customers, factories and profits. Its post-IPO collapse shows how far investor expectations have moved…
Aug 26
•
X.PIN
and
CT Zhao
11
2
4
Weekly Dose of China Tech [08.24.2026]
Tencent vs Alibaba's Diverging AI Bets, Xiaomi's Profits Squeezed by Memory Prices, Alibaba's Quiet Chip Weapon, GLM-5.3 Joins Claude and GPT's Tier …
Aug 24
•
X.PIN
and
Han Chen
10
4
Tencent vs Alibaba: Two Ways to Bet on China's AI Future
Tencent and Alibaba are both spending billions on chips and computing power. But one is defending the present, while the other is gambling on the…
Aug 21
•
X.PIN
and
CT Zhao
13
6
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