The hottest Chinese Tech Substack posts right now

And their main takeaways
Category
Top Technology Topics
Interconnected β€’ 293 implied HN points β€’ 29 Jul 25
  1. The export control debate about Nvidia's H20 chip is complicated because both sides use the same evidence to argue their points. It shows that the argument is not fully addressing the real concerns.
  2. Chinese tech companies are placing large orders for these H20 chips, but they fear getting too reliant on Nvidia's products instead of developing their own. This means they want to ensure they have various options.
  3. Interestingly, many Chinese companies also dislike Huawei, as they don’t want to be stuck with a single supplier. They are looking for better choices in the tech landscape.
ChinaTalk β€’ 622 implied HN points β€’ 01 Feb 25
  1. DeepSeek is a unique AI research lab that has no pressure to make money. This allows them to focus on innovation and open-source work without the typical commercial constraints most tech companies face.
  2. They prioritize hiring young, talented engineers who are passionate about technology. This approach leads to fresh ideas and creativity, breaking from traditional hiring practices in other companies.
  3. DeepSeek's relationship with the Chinese government is evolving, with potential benefits and challenges. As they gain more attention, there are questions about how much freedom they'll have in their open-source projects.
Tech Buzz China Insider β€’ 0 implied HN points β€’ 11 May 22
  1. Global companies are mostly taking a 'wait and see' approach to secondary sanctions related to the Ukrainian conflict.
  2. Chinese internet companies are generally unworried about secondary sanctions as they have minimal presence in Russia.
  3. Chinese smartphone makers have benefited from the conflict, with sales of Chinese-branded smartphones increasing after Apple and Samsung suspended operations in Russia.
Tech Buzz China Insider β€’ 0 implied HN points β€’ 21 Jan 22
  1. US lawmakers target Chinese biotech to combat influence from the Chinese Communist Party in American medical research. There is a possibility of bipartisan support for these measures in the future.
  2. Continued uncertainty surrounds VIEs in China, with differing opinions on their stability and government intervention. Recent regulations raise questions about the future of VIEs.
  3. China's tech investment landscape in 2021 saw significant activity, with China having 295 unicorns. The sectors with the most unicorns include enterprise software, healthcare, and automotive, showing heavy concentration.
Tech Buzz China Insider β€’ 0 implied HN points β€’ 22 Nov 21
  1. Alibaba's Q3 results were disappointing with lowered revenue projections, reflecting slower growth in Chinese retail.
  2. ByteDance's financial model was detailed with insights into its revenue streams like advertising, livestreaming, e-commerce, and TikTok.
  3. SVolt, China's emerging electric battery company, is making waves with its cobalt-free battery technology and significant growth potential in the EV market.
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Alex's Personal Blog β€’ 0 implied HN points β€’ 17 Feb 25
  1. Small startups are seeing big growth with less staff, thanks to new technology like AI. This lets them reach more people without spending a lot of money.
  2. The Chinese tech industry is getting a boost from new investments, which is surprising given their current challenges. Investors are becoming more optimistic about tech opportunities in China.
  3. The defense industry in Europe is growing as the U.S. scales back its military presence there. This could bring more funding into European defense startups.