Kyle Chan @kyleichan
Princeton postdoctoral researcher. China, tech, industrial policy, US-China competition, manufacturing, geopolitics — Newsletter: https://t.co/hqYC3okzn9 kyleichan.com Joined November 2010-
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One thing that makes China’s industrial policy so interesting to study is how extensive it is. You can pick any key sector or subsector and go down a rabbit hole of state support: railways for Guinean bauxite, R&D for GaN and SiC chips, compute vouchers for AI startups, etc.
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Kyle Chan retweeted
Reuters reported that Chinese tech giants Alibaba, ByteDance and other tech firms remain keen on $NVDA AI chips despite regulators in China strongly discouraging them from such purchases.
Kyle Chan retweeted
🚨 NEW REPORT! 🚨 After 2 (!!) years working on a new dataset of thousands of PLA contracts, I’m very excited to share a new report, featured in today’s @WSJ! We ask: Who are the PLA’s AI suppliers? The answer: an unexpected, emerging class of firms and universities. 🧵/15
Kyle Chan retweeted
Many thanks to @Jifengbooks for hosting this event in Washington, DC next week featuring 4 of our current Project Fellows (@yingyi_ma @kyleichan @CarlMinzner & @EBKania) previewing the U.S.-China policy recommendations they are developing through our Project. Full details below:
Really glad to contribute to this piece in BBC’s Spanish-language news service @bbcmundo bbc.com/mundo/articles…
Wen Jiabao, China’s premier under Hu Jintao, did a master’s degree in rare earths in the 1960s. He personally oversaw China’s rare earths strategy, including controlling exports to bring in foreign manufacturing investment. From @KeithBradsher in 2011: nytimes.com/2011/08/25/bus…
Kyle Chan retweeted
In the latest China Leadership Monitor, I offer some thoughts on China's economy in the trade war. Lots of charts! (And I'm in the same edition as @jonczin, @ryanl_hass, and @NBorstSF.) prcleader.org/post/changing-…
Kyle Chan retweeted
ByteDance alone accounted for 80% of Cambricon’s top five customer revenue in 1H25. Thanks for sharing this, follow this guy @poezhao0605, who offer some good local tech report on China.
ByteDance alone accounted for 80% of Cambricon’s top five customer revenue in 1H25. Thanks for sharing this, follow this guy @poezhao0605, who offer some good local tech report on China.
Kyle Chan retweeted
Progress report on the Reverse Kissinger strategy
With growing international recognition of China’s tech advances in areas like EVs, it’s up to China to show it’s willing to give back and support industrial development in other countries. See quote below from leading Chinese economist Yao Yang: pekingnology.com/p/yao-yang-cal…
Victor Shih @vshih2
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Mary Gallagher @MaryGao
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Dali L. Yang @Dali_Yang
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Maria Repnikova @MariaRepnikova
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Neysun Mahboubi @NeysunM
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Damien Ma @damienics
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100 Followers 83 Following i quite like tech stuff, of all kinds, sometimes into politics as well, long live to china and peace in Asia
Taisu Zhang @ZhangTaisu
57K Followers 379 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.
Yasheng Huang 黄亚�... @YashengHuang
28K Followers 141 Following Professor, MIT Sloan School of Management. My website: https://t.co/fV3cKGaKkz
Victor Shih @vshih2
65K Followers 5K Following Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.
Yang Zhang @ProfYangZhang
30K Followers 761 Following Associate Professor @AU_SIS. Sociologist studying contentious & elite politics, empires, social networks, knowledge, methodology, theory, and China.
Jiaqi M. Liu 刘佳�... @JiaqiLiu_soc
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Michael Pettis @michaelxpettis
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Yuen Yuen Ang @yuenyuenang
32K Followers 6K Following Alfred Chandler Chair Professor of Political Economy @JohnsHopkins
@chenchenzh.bsky.soci... @chenchenzh
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William Hurst @wjhurst
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Mary Gallagher @MaryGao
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Dali L. Yang @Dali_Yang
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Yanzhong Huang @YanzhongHuang
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Maria Repnikova @MariaRepnikova
15K Followers 4K Following Assoc. Prof & Endowed Chair @GSUArtSci. Study #Chinese Media #SoftPower #ChinaAfrica, #ChinaRussia; Bylines @NYT @washingtonpost @Atlantic
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Lingling Wei 魏玲�... @Lingling_Wei
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Zichen Wang @ZichenWanghere
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458 Followers 201 Following Covering automakers and their supply chains from China for Reuters
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709 Followers 451 Following AI and National Security. Senior Fellow at CNAS. views are my own.
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Yang LIU @yangliuxh
7K Followers 4K Following @xhnews, Xinhua Institute, previously in Damascus/Washington. Usual disclaimers. Sign up for my newsletter @Beijingchannel, focusing on China's foreign affairs↓
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Dexter Roberts @dtiffroberts
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Stan Veuger @stanveuger
8K Followers 2K Following @AEI Senior Fellow | @Harvard Visiting Lecturer | @iespega Fellow | @TheNethAmFound Director 🇳🇱 🇺🇸 | #HupNAC
Byford Tsang @byfordt
2K Followers 3K Following EU-China relations, China’s climate and energy policies, climate diplomacy. Think tanker at @ecfr. Formerly @e3g @Trucost @SPGlobal @CIFFChild
Mike Casey @mcasey_asia
685 Followers 975 Following Defense Analyst | Write about China political-military issues, C4ISR, AI & defense policy on Substack. Ex DIA. Opinions are my own.
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119K Followers 788 Following Covering China's business and market. #CN_Note #ChinaChart Check out our realtime news website @MKTnewscom
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674 Followers 607 Following doing things • energy + compute @ Edgerunner Ventures • Machine Yearning on Substack • ex Uber
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13K Followers 999 Following Open access publication that seeks to facilitate critical discussion on topics related to Chinese politics and society.
Hing Shing Leung 梁�... @RYANHINGSHING
587 Followers 243 Following buyside equity analyst. Tech/Politics. Sometimes Semi/AI/Macro. My views do not consist of investment advice. DM open.
Vedant Misra @vedantmisra
4K Followers 336 Following ASI @DeepMind | @OpenAI (Reasoning / Algorithms Lead) | @HubSpot (ML Labs) | Founder/CEO Kemvi (acq HUBS) | Physics @Columbia | All opinions are my own
Michael B.G. Froman @MikeFroman
52K Followers 152 Following President @CFR_org. Former U.S. Trade Representative.
Jeremy Howard @jeremyphoward
259K Followers 6K Following 🇦🇺 Co-founder: @AnswerDotAI & @FastDotAI ; Prev: professor @ UQ; Stanford fellow; @kaggle president; @fastmail/@enlitic/etc founder https://t.co/16UBFTX7mo
Yixin Lin @yixin_lin_
2K Followers 7K Following something new. prev: embodied AI @GoogleDeepMind, FAIR/@AIatMeta, Google Brain.
Sayash Kapoor @sayashk
10K Followers 2K Following CS PhD candidate @PrincetonCITP and senior fellow at @Mozilla. I tweet about agents, evaluation, reproducibility, AI for science. Book: https://t.co/tb2lXSP2gB
John Lee @J_B_C16
3K Followers 2K Following Chips, cyberspace gov, telco IoT. Between Europe & Asia @asiasociety @AsiaLeiden @ISEAS
Arindam Goswami @AriGos
145 Followers 715 Following Here to learn, absorb and discuss! Opinions/Likes/RTs personal. Likes/Shares/RTs are not endorsement.
Godfree Roberts @GodfreeTrh
11K Followers 1K Following I began studying China in 1961, visited often, wrote a book on modern China and publish Here Comes China newsletter: https://t.co/HVI4jjeWyR
Charles Rollet @CharlesRollet1
6K Followers 3K Following Tech reporter at @BusinessInsider. Past bylines for @TechCrunch, @WSJ, @ipvideo Signal / WhatsApp / cell: 628-282-2811
Coco Feng @CocoF1026
3K Followers 1K Following Covering technology @SCMPNews / Retweets ≠ Endorsement / Never said no to hot pot
Brian Spegele @BrianSpegele
13K Followers 604 Following Reporting from Beijing and beyond for The Wall Street Journal.
Alicia Chen @yingyuchen9
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44K Followers 1K Following 由内而外 管中窥豹 Sneakpeek into Chinese Politics, within and beyond.
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