High Capacity

China’s biotech and healthcare sectors are evolving at extraordinary speed — from AI-powered “doctor avatars” and digital health super apps to a wave of Chinese drug innovation reshaping the global pharmaceutical industry.
In this episode, I speak with physician and healthcare strategist Dr. Ruby Wang about the latest trends in China's AI + healthcare innovation.We discuss:
Why Western pharma companies are rushing to license Chinese drugs
China’s rise as a global biotech powerhouse
AI doctors, digital hospitals, and health super apps
The role of Alibaba, Ant Group, and DeepSeek in healthcare
Why China’s healthcare digitization is moving faster than the West
The future of AI in medicine and diagnosticsChinese medical devices, robotics, and healthcare hardware
How Chinese regulators accelerated biotech innovation
Whether healthcare can become China’s next major global export industry
The challenges China still faces in healthcare access and inequality
Ruby Wang is a UK-trained physician, founder of China Health Pulse, and author of the upcoming book China Cure, which explores the global impact of China’s biotech and AI healthcare advances.
Links:
China Health Pulse newsletter and podcast: https://www.chinahealthpulse.com/
For transcripts and more, check out the ⁠High Capacity newsletter⁠: https://www.highcapacity.org/
More about the host, Kyle Chan: https://www.kyleichan.com/

China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.

00:28 China’s Semiconductor Self-Reliance Push
11:50 How Huawei Became China’s Chip Champion
17:37 Huawei, SMIC, and the Fight for Fab Capacity
24:14 Can China Build Its Own EUV Lithography Machines?
36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop
53:53 Why Chinese Tech Giants Are Designing Their Own Chips

Links:
American Affairs: “Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads”
Paul Triolo on X: @pstAsiaTech
Paul Triolo's Substack: AIStackDecrypted
For transcripts and more, check out the ⁠High Capacity newsletter⁠.
Hosted by Kyle Chan

In this special crossover episode, I talk with TP Huang about the broader AI supply chain beyond just models and chips. We cover the new DeepSeek V4 model and China’s efforts to integrate with domestic AI chips. We talk about energy infrastructure, like inverters and transformers. And we discuss the robotics supply chain and how this overlaps with smartphones, EVs, and other industries in China.
Note: TP Huang is not on video, just audio.
00:00 Intro
01:13 DeepSeek V4 and Huawei chips
13:01 Hardware and Infrastructure Bottlenecks
21:03 Energy supply chain
29:58 Edge AI and small models
35:14 Embodied AI and robotics
39:14 China's robotics supply chain
45:43 Different tech paths
53:32 Commercializing scientific advances
58:44 Personal journeys in China tech
Links:
Follow TP Huang on Twitter / X
TP’s Substack and China Tech Talk podcast
For transcripts and more, check out the High Capacity newsletter.
I'm your host, Kyle Chan, a Fellow at Brookings.

This episode, I talk with Zixuan Li at Z.ai, one of China's top AI labs and the company behind the popular GLM models. Zixuan is Z.ai's Director of Product for genAI strategy and global partnerships. We discuss Z.ai's newest flagship AI model, the challenges of building agentic AI models, and what their longer AI strategy looks like.
00:00 Intro to Zixuan Li of Z.ai
00:29 GLM-5.1, Z.ai's Newest Flagship Model
04:34 Long Horizon Tasks
08:33 GLM Family of Foundation Models
14:30 Challenges in Developing Agentic AI Models
19:37 Working with Chinese AI Chipmakers
22:53 Open Source vs. Proprietary Models
36:49 Life After IPO and Chasing AGI
41:37 Z.ai's Global Strategy
Links:
Z.ai
GLM-5.1: Towards Long-Horizon Tasks
Zixuan on X/Twitter
For transcripts and more, check out the High Capacity newsletter.

Rui Ma, founder of Tech Buzz China, explains the real sources of China's tech strengths and where the US still has the advantage. From industrial parks to capital markets, we talk about how to understand China's tech landscape at a deeper level -- and why so many people are eager to tour Chinese factories.Links:
Tech Buzz China
Tech Buzz China newsletter
Rui Ma on X / Twitter
For transcripts and more, check out the High Capacity newsletter