China Tech Talk

TP Huang

A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields. Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang tphuang.substack.com

  1. Episode 13: Angelica Oung on Nuclear Energy and Cross Straits Relationship

    11 HR AGO

    Episode 13: Angelica Oung on Nuclear Energy and Cross Straits Relationship

    This week, I invited Angelica Oung on the show to talk about one of my favorite topics: Nuclear Energy. She is able to give us a very detailed explanation of the nuclear power situation in Taiwan as well as grid situation as a whole. I’m super glad to hear the anti-nuclear stance of the DPP, since I had no idea of its history with that. Also, I was really glad to talk to her about the craziness around American VC money going into SMRs and the progress around thorium molten salt reactors in China as well as fusion reactor. We finished up with the evolution in our view toward mainland and on her recent trip to mainland China. You can see Angelica’s most recent substack here on her interview with François Moran as well as her other hot takes on all things Taiwan and China. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 27m
  2. Episode 12: China's recent move in Gold Market

    8 OCT

    Episode 12: China's recent move in Gold Market

    This week, I welcomed Eric Yeung (@KingKong9888) to talk about what’s been happening recently going on with China and gold. I asked Eric to discuss what is currently happening on the Shanghai Gold Exchange and Shanghai Future Exchange with respect to Gold Vault. What does it mean for SGEi to be opening up vaults around the world? What does it mean for China to be talking to other countries about storing their gold reserves in SGE vault? And what does it mean for China and Russia to be building an alternative securities depository system to Euroclear and ClearStream? How does all of this play out in China’s overarching goals of creating an alternative financial system to the one that has been created by Western countries? I think Eric did a pretty good job explaining all of that here. And I recommend everyone to follow him on X or Xiaohongshu. As an update from today: China is also currently in a spat with BHP where it is refusing to buy any iron ore unless traded in RMB. This is another sign China intends to conduct energy and natural resource purchase in RMB and to use its own domestic exchanges. Even more recently, Russian oil traders are shifting to yuan payment from Indian refiner in another move that is undoubtedly going to fuel Petroyuan move. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    33 min
  3. Episode 11: AI competition with Alibaba and Huawei

    1 OCT

    Episode 11: AI competition with Alibaba and Huawei

    This week, I welcomed back Glenn Luk as well talked about the recent happenings with respect to Alibaba’s Great Leap Forward in its AI ecosystem, cloud platform and the full stack solution. We talked about over how Alibaba has gotten back into the good graces of Chinese government and did all the hard work of becoming a powerhouse in AI. They are basically the only hyperscaler outside of Google who is doing its own models, AI apps, AI servers, chips and cloud solutions. AI is a central part of Alibaba’s strategy in winning the global cloud competition. It is now making great progress in rest of the world as seen by its major data center expansion strategy in 2025 and 2026. We also talked about how Huawei and Ascend have caught up in the AI chip race by coming up with whole system approach which takes advantage of Huawei’s core competency in networking and software integration with hardware. It seems to us that many people are missing the full picture when only comparing the chips rather than the full system. Please listen in as we explore global AI race and more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 11m

  4. 24 SEPT

    Episode 10 - A view from Brazil

    On this episode, I spoke with my friend Nelson, who is a Brazilian journalist currently living in and reporting from Beijing. We talked about how China and Brazil’s relationship has grown in the past 15 years. How Brazil and America’s relationship has been declining, especially under Trump. And we talked about what are the things going forward that will likely to continue to pull the 2 countries together. Did you know that ByteDance CEO just met with Lula to build a $10B data center in Brazil or that Huawei has just restarted selling phones in Brazil? This is after Alibaba and Huawei are both investing in new data centers for their cloud in Brazil. Did you also know that China is very involved with building infrastructure in Brazil? Recently, it is in discussion with Brazil to build a Bioceanic Corridor from Peru to Brazil’s Atlantic Coast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 6m

  5. 15 SEPT

    Episode 8: Han Feizi on China

    This week, I’m happy to welcome Han Feizi on my show. He is a writer on Asiatimes and has very interesting and high quality view on China’s economy and its changes over time. Since I recently stayed in Beijing for 3 weeks, it was good to catch up with him just on what I saw and how it matches up with what he sees on the ground. One thing that Han really emphasizes is that China’s economy is actually a lot larger than US’s economy. In fact, it is not at all dependent on export, because China specifically does not report on activity of certain service sectors as part of economy. As such, trade war doesn’t really do much to most of China’s regions. The chart above would just show how much of China’s production for each industries is actually dependent on US export. You can see that Consumer Electronics is basically the only major one. Of course, a large part of that is just Apple exporting products made in China to America and then making a huge profit on top. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 11m

  6. 5 SEPT

    Episode 9: Initial thoughts on 9/3 Parade

    In this episode, I am joined by Lei and Bora to discuss all the various interesting platforms that we saw in the recent parade. We didn’t talk about the political/geopolitical side of things since that’s really not interesting. We also didn’t talk about nukes, since that’s just a distraction. So, we really focused on which platforms on game changing and we they are important. I think we spent the most times on YJ-19 and the UUVs (AJX002 & HSU100) + Underwater implications: We also took a serious look at the various UCAVs on display, especially from just the huge # of highly capable large drones that seem to already be in Western China for tactical and conceptual development of MUMT and unmanned air warfare. And the last one we really spent a lot of time on were the laser platforms and just the huge implications as they keep getting more capable over time. Of course, I also talked about the coolness of seeing all the new EV related tech that was showcased in the Type 100 tank and FSV, but that’s not as transformational as the other stuff we saw. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    2h 6m
  7. Episode 7: Thoughts from my China Trip

    27 AUG

    Episode 7: Thoughts from my China Trip

    This episode, Lei joins me as we discuss the things that I encountered during my trip to China, where I had a lot of thoughts about the overall economic situation, the current tech scene and development socially since the last time I was there. For me, there were a lot of surprises, especially in the second and third tier cities. A common refrain I hear from parents in their 40s is the concern that their kids won’t do better than them, because of the involution culture. But in a world where developed country are facing declining lifestyles, is it reasonable for Chinese people to expect every generation to outperform the previous one? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 26m

  8. 8 AUG

    Episode 6: AI Q&A

    This week, I decided to do a Q&A of AI related questions I have received on substack, Twitter, discord and forum. Open source models running on domestic AI chip. New way of measuring from Stepfun. I talked about AI robots, AI applications in industries and running AI on different type of chips. I will have more on China and AI once I get back from my China trip. The way that AI is incorporated into Chinese society since DeepSeek is something to behold. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com

    1h 8m
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About

A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields. Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang tphuang.substack.com

Information

  • Creator
    TP Huang
  • Years Active
    2K
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © TP Huang
  • Show Website
    China Tech Talk

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