English-language China tech analysis
Hello China Tech
China's AI, chips, robots, and EVs, read from Chinese filings, tenders, and policy papers. Independent analysis for global investors, founders, and policy professionals.
What makes this different
I read what most English-language coverage misses.
Most English-language China tech analysis relies on translated wire reports and press releases. Hello China Tech works from Chinese-language primary sources: regulatory filings, IPO prospectuses, procurement announcements, government AI filing databases, and industry reporting.
I build reusable analytical tools.
Each deep dive is designed to produce a framework readers can reuse, not just a reaction to the news cycle.
I name the signals to watch.
Every analysis identifies what would confirm the thesis, what would weaken it, and what to monitor next.
Framework examples
The Sanctions Paradox
How US export controls forced architectural innovations that cut inference costs 25–30x.
The Golden Cage
When your lead investor is also your primary regulator and largest customer.
The Robotaxi Cost Shift
Where autonomous driving costs shift from hardware to compute and operations.
The Supply Chain Control Map
Tracing where state capital, policy levers, and supply chains intersect.
Research reports
One sector or question, read end to end.
Each month Hello China Tech publishes a research report: a complete, source-grounded read of a single sector or question, delivered as a PDF.
Reports are $99, or $49 for paid subscribers.
Written for readers who need judgment, not China tech noise.
Investors
VCs, hedge fund analysts, and institutional investors who need primary-source analysis before making allocation decisions on Chinese tech companies.
Founders and operators
Leaders at technology companies navigating Chinese competition, partnership opportunities, and supply chain decisions.
Policy and strategy teams
Think tank researchers, government analysts, and corporate strategists tracking technology competition and industrial policy.
Read Hello China Tech
New deep dives every week on the companies, policies, and market structures shaping China technology.
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