Get smarter about China

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.

Bridging the gap between the world's most important industry, semiconductors, and business.

Essays about buildings, infrastructure, and industrial technology.

Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Jeff Ding's weekly translations of writings from Chinese thinkers on China's AI landscape

quirky things in finance

Covering the priorities of both the leadership and the general public in China and views you do not normally see from mainstream English-language media

I publish dashboards and insights here on China EV Hub to help people explore developments and progress in the Chinese EV industry.

My personal Substack