Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy.

My personal Substack

I publish dashboards and insights here on China EV Hub to help people explore developments and progress in the Chinese EV industry.

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

quirky things in finance

Covering the priorities of both the leadership and the general public in China and views you do not normally see from mainstream English-language media

Bridging the gap between the world's most important industry, semiconductors, and business.

Essays about buildings, infrastructure, and industrial technology.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.

Jeff Ding's weekly translations of writings from Chinese thinkers on China's AI landscape

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