China Bureau Chief @WSJ. Formerly of Seoul, New York and Hong Kong bureaus. jonathan.cheng@wsj.com
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Jul 3 • 20 tweets • 8 min read
Beijing and Moscow Go From ‘No Limits’ Friendship to Frenemies in Russia’s Backyard—Central Asia moves further into China’s orbit as Ukraine war loosens Russia’s grip on former Soviet republics
@shashamimi
wsj.com/world/beijing-… wsj.com/world/beijing-…
@shashamimi When Vladimir Putin visited Tashkent on a recent tour of central Asia, Uzbek officials decorated the boulevards with posters of the Russian leader’s face. But beneath the posters were signs of Moscow’s dwindling heft: More BYDs and Geelys, fewer Ladas. wsj.com/world/beijing-…
Jun 25 • 9 tweets • 4 min read
Historic Moon Mission Gets China One Small Step Ahead in Space Race—Outlines of a lunar iron curtain are starting to emerge as the U.S. and China vie to build bases at the lunar south pole
@stuwoo @hwclarence @MicahMaidenberg
Taiwan Wants a Drone Army—but China Makes the Drones It Wants. Small, cheap drones are helping Ukraine hold off a better-equipped Russian army. For Taiwan, replicating that strategy risks relying on Chinese suppliers.
@joyuwang
wsj.com/world/taiwan-d… wsj.com/world/taiwan-d…
As drones transform warfare, Taiwan is accelerating efforts to build them. But it has a problem: The vast majority of the small, inexpensive drones that are having the greatest impact on battlefields are made in China, the very source of the threat. wsj.com/world/taiwan-d…
Jun 18 • 5 tweets • 2 min read
The Biden administration is hoisting barriers to Chinese clean-energy imports to protect domestic industries. The trade restrictions threaten another of Biden’s priorities: building out renewable-energy generation.
@Phred_Dvorak
wsj.com/economy/trade/… wsj.com/economy/trade/…
@Phred_Dvorak This month, the U.S. allowed duties aimed at China-based solar panel makers to take effect—after putting the measures on hold two years ago. In the next few weeks, the U.S. is expected to close a loophole that let companies bring in solar panels duty-free. wsj.com/economy/trade/…
Jun 13 • 13 tweets • 5 min read
Chinese electric-vehicle makers, increasingly a global force, have been bracing for months for the prospect of hefty tariffs in Europe, one of their most promising markets. When that day arrived, many were prepared.
@selina_cheng
wsj.com/business/autos… wsj.com/business/autos…
@selina_cheng Some have started building factories on the continent, while others have set up joint ventures with companies in the bloc. Still others are looking at exporting to Europe from third countries, while some are throwing in the towel on Europe altogether. wsj.com/business/autos…
May 16 • 48 tweets • 17 min read
Mystery in the Alps: A Chinese Family, a Swiss Inn and the World’s Most Expensive Weapon
Fantastic read by @drewhinshaw @JoeWSJ @lizalinwsj
wsj.com/world/asia/chi… wsj.com/world/asia/chi…
@drewhinshaw @JoeWSJ @lizalinwsj The Hotel Rössli, a century-old lodge in a remote Swiss valley, enjoys a spectacular view from its front, including the spot where Sherlock Holmes met his demise. But it is the view from the back that caught the attention of American intelligence agencies. wsj.com/world/asia/chi…
Apr 12 • 16 tweets • 6 min read
China’s push to replace foreign technology is now focused on cutting American chip makers out of the country’s telecoms systems.
@lizalinwsj @raffaelehuang @rachelliang5602
wsj.com/tech/china-tel… wsj.com/tech/china-tel…
@lizalinwsj @raffaelehuang @rachelliang5602 Officials this year directed China's largest telecom carriers to phase out foreign processors that are core to their networks by 2027, a move that would hit American chip giants Intel and Advanced Micro Devices, people familiar with the matter said. wsj.com/tech/china-tel…
Mar 12 • 10 tweets • 4 min read
BYD is running into challenges in its overseas expansion, finding that its rapid growth at home doesn’t necessarily translate into quick success in big foreign markets such as Europe.
@selina_cheng @riverakiradavis @raffaelehuang
wsj.com/business/autos… wsj.com/business/autos…
@selina_cheng @riverakiradavis @raffaelehuang Executives at BYD, which overtook Tesla late last year as the top global seller of EVs, said the issues included weak market demand, too-high pricing, quality control and internal tension over how quickly BYD should seek to grab market share. wsj.com/business/autos…
Mar 4 • 14 tweets • 5 min read
U.S. officials across the political spectrum have described Chinese corporate theft as a defining threat of our times. A Justice Department loss last week underscores the challenges in addressing it.
@aviswanatha @heathersomervil
wsj.com/tech/micron-ch… wsj.com/tech/micron-ch…
When engineers and managers at the Taiwan factory of U.S. chipmaker Micron Technology left with hundreds of internal files for a rival teaming up with a Chinese government-owned company, it seemed an open-and-shut case of state-sponsored corporate theft. wsj.com/tech/micron-ch…
Jan 15 • 12 tweets • 5 min read
Two days after Lai Ching-te wins the presidency in Taiwan, Beijing makes its move, poaching Nauru, a Pacific island nation of about 10,000 people—and, until today, one of Taiwan's 13 formal diplomatic allies.
@joyuwang @ByChunHan
wsj.com/world/asia/tai… wsj.com/world/asia/tai…
@joyuwang @ByChunHan Nauru’s government said it would stop recognizing Taipei and instead seek formal relations with Beijing—a switch that marks “a significant first step in moving forward with Nauru’s development,” according to the island nation’s Facebook page. wsj.com/world/asia/tai…
Dec 24, 2023 • 11 tweets • 5 min read
"China’s Jobless Don’t Always Show Up in the Data. But They Show Up in the Library. Unemployed and afraid to tell their families, many need a place to figure out their futures; for some, it’s the stacks"
@xinwenfan
The Economist: "Japanification is too mild a diagnosis of China’s ills. A chronic shortfall in growth would be worse in China because its people are poorer. Japan’s living standards were about 60% of America’s by 1990; China’s today are less than 20%." economist.com/leaders/2023/0…
"And, unlike Japan, China is also suffering from something more profound than weak demand and heavy debt. Many of its challenges stem from broader failures of its economic policymaking—which are getting worse as President Xi Jinping centralises power." economist.com/leaders/2023/0…
Aug 20, 2023 • 35 tweets • 13 min read
China’s 40-Year Boom Is Over. What Comes Next? The economic model that took the country from poverty to great-power status seems broken, and everywhere are signs of distress. @Lingling_Wei and @yifanxie take a big step back. wsj.com/world/china/ch…
@Lingling_Wei @yifanxie For decades, China invested in factories, skyscrapers and roads, sparking an extraordinary period of growth that lifted China out of poverty and turned it into a global giant whose export prowess washed across the globe. Now the model is broken. wsj.com/world/china/ch…
Jul 1, 2023 • 6 tweets • 3 min read
The ascendancy of the Russian mercenary group Wagner is putting a spotlight on the role played by private security companies like the Chinese contractors fanned out across Africa and Asia.
@jamestareddy @austinramzy wsj.com/articles/how-c…
@jamestareddy @austinramzy Private, military-style security companies are an increasingly visible element of China’s expanding global footprint—hunting pirates from the decks of cargo ships in the Gulf of Aden, guarding a railway in Kenya and protecting a fuel depot in Sri Lanka. wsj.com/articles/how-c…
Jun 29, 2023 • 7 tweets • 3 min read
The Chinese spy balloon that floated over the U.S. this year was loaded with U.S.-made equipment that helped it collect photos, videos and other information, U.S. officials said, citing preliminary findings from a closely held investigation.
@nancyayoussef wsj.com/articles/chine…
@nancyayoussef U.S. defense and intelligence agencies and the F.B.I. found the balloon debris crammed with American gear and specialized Chinese sensors, the officials said, supporting a conclusion that the craft was for intended for spying, not weather monitoring. wsj.com/articles/chine…
Jun 28, 2023 • 6 tweets • 3 min read
The Biden administration is considering new restrictions on exports of artificial intelligence chips to China, as concerns rise over the technology in the hands of U.S. rivals, according to people familiar with the situation.
@asafitch @TokyoWoods wsj.com/articles/u-s-c…
@asafitch @TokyoWoods The U.S. Commerce Department is planning to stop shipments of chips made by Nvidia and others to customers in China without first obtaining a license, the people said, codifying and expanding export controls announced last year, some of the people said. wsj.com/articles/u-s-c…
Jun 27, 2023 • 6 tweets • 3 min read
Sequoia Capital became the most consistent moneymaking venture-capital firm in history, placing huge winning bets in the U.S. and in China. In the end, the Silicon Valley firm found it had to choose just one.
@Kate_OKeeffe @berber_jin1 @aviswanatha wsj.com/articles/sequo…
@Kate_OKeeffe @berber_jin1 @aviswanatha Scrutiny of Sequoia’s China ventures had been rising in Washington for months. But after its China arm tapped U.S. investors to raise a record $8.5 billion to pour into China, senior Biden official Kurt Campbell confronted Sequoia’s top man in Washington. wsj.com/articles/sequo…
Jun 20, 2023 • 11 tweets • 13 min read
China and Cuba are negotiating a new joint military training facility on the island that could lead to the stationing of Chinese troops 100 miles off Florida’s coast, according to current and former U.S. officials. @wstrobel@glubold@vmsalama@mgordonwsj wsj.com/articles/beiji…@wstrobel@glubold@vmsalama@mgordonwsj Talks for the facility on Cuba’s northern coast are at an advanced stage but not concluded, U.S. intelligence reports suggest. The U.S. has contacted Cuba to forestall the deal, seeking to tap in to what it thinks might be Cuban concerns about sovereignty. wsj.com/articles/beiji…
Jun 19, 2023 • 7 tweets • 7 min read
Secretary of State Antony Blinken met with Chinese leader Xi Jinping at the end of a long-delayed visit to Beijing, arresting a free fall in relations between the world’s two largest economies, at least for the moment. @willmauldin@KeithZhai@austinramzy wsj.com/articles/xi-ji…@willmauldin@KeithZhai@austinramzy As expected, there were no breakthroughs on thornier points of contention, such as Taiwan, human rights and trade in sensitive technology. A key goal of the administration—establishing a military communication channel—didn’t materialize either. wsj.com/articles/xi-ji…
Jun 18, 2023 • 7 tweets • 7 min read
Global consumer brands grappling with a tepid economic recovery in China have another worry: Buyers in the country are turning more to local labels. @lizalinwsj@qianweizhang@rachelliang5602wsj.com/articles/lates…@lizalinwsj@qianweizhang@rachelliang5602 As recently as five years ago, China’s consumer market was dominated by foreign brands. Now, many Chinese labels are prevalent, having improved their reputation for quality, design and sales techniques, while tapping nimbly into shifting consumer tastes. wsj.com/articles/lates…
Jun 18, 2023 • 6 tweets • 4 min read
China’s small businesses are cutting staff, struggling to pay off debt and nervous about the future. “The biggest problem for small and micro enterprises now is survival,” says Ji Shaofeng, founder of a microloan trade association based in Jiangsu. @caocli wsj.com/articles/china…@caocli Less than 40% of small and medium-size enterprises are operating at full capacity, according to the latest survey conducted by the China Association of Small and Medium Enterprises, which sends questionnaires to 3,000 SMEs in the country every month. wsj.com/articles/china…
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