Featured Notes
China's Legacy Chip Push
China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
Vindication for Xi’s Supply-Side Focus
China stands in a relatively solid position despite the conflict in the Middle East, in large part thanks to its focus on supply chain development and economic security.
Recent Highlights
Chinese LLMs Enjoy Boost from OpenClaw
Agentic AI is driving a big bump in global token consumption, and Chinese labs are some of the trend’s key players.
Exports Drive a Solid Quarter
China’s GDP growth outperformed in Q1, with exports providing an even bigger boost than last year.
What Are Plenum Clients Asking About?
Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
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