China does not ultimately need its own Groq; it needs its own ASML, TSMC, SK Hynix etc., the whole complex industrial ecosystem on which Western chip design startups can thrive. Interesting novel chip ...

After Santiago, I took a day trip to the Southern city of Concepción, Chile’s second largest city. Santiaguinos hate Santiago ...

How much compute does China have? Despite its all-important relevance to American export controls, the AI race between the U.S. and China, and national security, this question remains unanswered.

In what analysts are calling “the most productive jailbreak in diplomatic history,” Anthropic’s Claude model reopened the Strait of Hormuz early Sunday morning. This shocking development came hours ...

Zilan Qian is a fellow at the Oxford China Policy Lab and an MSc student at the Oxford Internet Institute. What conditions made DeepSeek possible? Despite widespread debate, much of this discussion ...

The entire project of ChinaTalk, at the heart of it, is to help raise the quality of conversation and help inform policies that would most likely avert WWIII. I’m worried Trump would do a far worse ...

Angela Shen is back at it, this time with a multi-part series on industrial robotics and AI. If you missed her first ChinaTalk feature on biotech, check it out here. The factors driving robot adoption ...

Yixuan is a freelance writer and a contributor to 欧洲新客 The Newcomers. She writes about Europe for Mandarin-speaking audiences, as well as labor rights and social movements in English. In early ...

The proliferation of large language models (LLMs) has prompted substantial demand for high-performance computing (HPC) and AI data center infrastructure. HBM, or High-Bandwidth Memory, a type of ...

TSMC makes over half of the world’s semiconductors. It gets two-thirds of contracts for semiconductor manufacturing, is one of the two companies that can make 5nm transistors and will be, for some ...