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ChinaTalk

China, AI and semiconductors newsletter.

7 issuesArchived Oct 21, 2026 – Oct 28, 2026Subscribe at the source

By ChinaTalk, Substack

Latest issues

  1. China's 10,000 Gaming Talents

    Charlotte Bullard is a recent graduate of Johns Hopkins SAIS, where she focused on China and tech policy. She writes the Substack PandaMonium. In this article, Charlotte shows how China’s gaming industry is a microcosm of a recurring contradiction in Chinese policy: Beijing sets…

  2. Riding Solo in Santiago

    Kem is the best soda in the world. I first had this glorious artificially-flavored pineapple beverage in Chile, during my ten day trip throughout the country.

  3. Where is China’s Groq?

    In late 2025, HBM was all the rage. You need HBM for AI inference; inference decode is a memory-constrained operation, and only HBM was able to reach bandwidth speeds to serve models effectively.

  4. Jordan Schneider posted new notes

    Jordan Schneider You follow 4d What happens to the small steps towards safety chinese model makers have started implementing once they really begin to feel the heat from western open models? 7 1 Jordan Schneider You follow 3d I’ve been starting convos w strangers with “what’s on…

  5. Where to Start

    We publish a weekly interview-based podcast featuring deep coverage of technology and US-China. Subscribe here on the podcast app of your choice or check out this playlist of our best episodes on Spotify.