Trackers
Maintained references, updated from the daily
Some stories are not one morning’s news, they are a running contest that takes months to read. We keep sourced, dated trackers on the ones that matter most, built from the same 100+ Chinese-language sources behind the newsletter, and updated as the reporting moves.
Live now
China AI Chip & Export-Control Tracker
A sourced, dated timeline of US export controls on AI chips and China’s response: Huawei Ascend, SMIC, CXMT and domestic HBM, DeepSeek efficiency, and the compute build-out.
Open the tracker →China AI Chip IPO Watch
Where every Chinese AI chip listing actually stands, filed, cleared or trading: Biren, MetaX, Enflame, Kunlunxin, Iluvatar CoreX, Moore Threads and CXMT. Filing status and reported figures only, each with a named source and date. No market data.
Open the tracker →Domestic AI Chip Scoreboard
Every Chinese AI accelerator in production or heading to market: Huawei Ascend, Cambricon, Moore Threads, Biren, MetaX and more, with maker, node, status and key numbers, each row sourced.
Open the tracker →Frontier Model Release Tracker
Every flagship LLM from China’s frontier labs: DeepSeek, Qwen, GLM, Kimi, MiniMax and more, with release date, parameters, context, license, pricing and a benchmark claim, each row sourced.
Open the tracker →Open-Source Coding Agent Scoreboard
The coding agents shipped by Chinese and Western labs: DeepSeek Harness, Claude Code, Gemini CLI, Codex, Qwen Code, Kimi CLI and Trae, with the license each repository declares, the date it was last pushed to, and star and fork counts read from the GitHub API.
Open the tracker →The frontier model tracker is the side-by-side comparison. For one page per model, with its specs, license, pricing and benchmark claim on their own surface, see the model pages.
In progress
The Memory Super-Cycle
DRAM and NAND pricing, the HBM shortage, and where China stands in each segment.
Compute & Power Build-Out
The data centers, the grid, and the electricity advantage that decides deployment.
New trackers are built out of the daily as a thread gets deep enough to need one. Subscribe and you will see the reporting first.
Subscribe
The stories English coverage misses, every morning
I scan 100+ Chinese-language sources every day and write up the China AI stories English coverage misses. It goes out every weekday. Free.
Free. One email each weekday morning. Unsubscribe anytime.