4 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Weekly analyses of China's AI, chip, robotics and EV sectors, built from primary sources such as filings, industry-body data and government announcements. Issues pair specific figures with an interpretive reading, for example on robot supply-chain financing, BYD battery share and draft AI export controls.
SemiAnalysis is a deep-dive newsletter on the semiconductor industry and its business dynamics, covering AI datacenters, GPU and accelerator roadmaps, and chip export policy. Readers get detailed analysis of Nvidia, xAI, Huawei, and other players' compute strategies and market implications.
Analysis of technology, policy and strategic infrastructure across the Indo-Pacific, with a focus on China, export controls and elite Party politics. Includes guest essays by Yue Millward alongside the author's own commentary, written for decision makers in government and industry.
Research notes from a Washington non-partisan AI policy initiative, covering semiconductor export controls on chipmaking lithography tools and proposed hardware-focused evaluations for robots. Readers get technical policy analysis on AI chip supply chains, US-China competition and the physical limits of robotics.
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