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.
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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 →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 →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.
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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.
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