HeyJaredChina Tech & Business Decoded
Google Notebooklm unravel Chinese technology and business. Based on Japanese Newsletter “知らなかった！中国ITを深く知るためのキーワード”. by IT Journalist Takefumi Makino.
- Indexed episodes, last 90 days
- 22
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
vol.126：Evolution of the Semiconductor Industry in Taiwan and China (opens the original)
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This text explores the evolution of the semiconductor industry in Taiwan and China, specifically focusing on the rise of TSMC and MediaTek. It details how Taiwan transitioned from a low-cost producer to a global leader in System on Chip (SoC) technology through strategic government support and the "turnkey" business model. The author explains that SoC technology integrates multiple functions like CPU and GPU onto a single chip, a development accelerated by the high-speed demands of China’s "shan
vol.125：The EV Swapping Shift：Battery-Swapping (opens the original)
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This text explores the evolving landscape of electric vehicles (EVs) in China, specifically highlighting the rise of battery-swapping technology as a solution to charging infrastructure shortages. While small commuter EVs are becoming popular for daily use due to home charging, larger touring vehicles and commercial fleets like taxis face significant downtime during traditional charging. To address this, the battery-swapping model allows drivers to replace depleted batteries in minutes, mimickin
vol.124：The Alibaba Siege Network (opens the original)
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This text examines the escalating competitive pressure on Alibaba as its traditional e-commerce dominance faces a strategic "encirclement" by rising rivals. While Alibaba historically thrived by matching buyers and sellers without holding inventory, competitors like Pinduoduo have successfully captured the lower-tier "rural" markets through low-cost group buying and stable profitability. Furthermore, social media platforms like Douyin and Xiaohongshu allow merchants to generate their own traffic
vol.123：The Painful Pivot：Moving toward Mass-Market (opens the original)
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These sources analyze a significant shift in the Chinese IT landscape, where niche platforms like Bilibili and Xiaohongshu are moving toward mass-market generalization. Originally catering to specific subcultures such as ACG enthusiasts and young women, these services are now expanding their user bases to include broader demographics to achieve profitability. This transition is driven by China’s move from a high-growth economy to a stable-growth era, forcing companies to prioritize revenue throu
vol.122：Huawei's Phoenix Comeback (opens the original)
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These sources detail the dramatic decline and strategic reorganization of Huawei’s smartphone business following severe U.S. government sanctions. While restrictions on critical 5G technology and Google services initially removed the company from global market leaderboards, Huawei has responded by launching its independent HarmonyOS. This new operating system aims to create a seamless interconnected ecosystem that links smartphones with diverse IoT devices and home appliances. By shifting focus
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