Jonathan Cheng

Jonathan Cheng

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WSJ Seoul bureau chief; covers Korea and Asia news with market implications

US Considers Ban on Chinese Airbag Parts After Fatal Failures
SocialApr 4, 2026

US Considers Ban on Chinese Airbag Parts After Fatal Failures

U.S. Weighs Banning Chinese Air-Bag Parts After 10 Fatalities—Safety regulators have been investigating parts that exploded in otherwise survivable crashes @ryanfelton https://t.co/rWalUASb4P https://t.co/rWalUASb4P

By Jonathan Cheng
U.S. Humanoid Robots Depend on Chinese Component Suppliers
SocialApr 3, 2026

U.S. Humanoid Robots Depend on Chinese Component Suppliers

Under the Skin of America’s Humanoid Robots: Chinese Technology—Tesla and others turn to suppliers in China for components in industry seen as strategic in Washington and Beijing @raffaelehuang https://t.co/bV8wAN3UMO https://t.co/bV8wAN3UMO

By Jonathan Cheng
U.S. Brands Face Sharp Decline in Chinese Sales
SocialApr 3, 2026

U.S. Brands Face Sharp Decline in Chinese Sales

American companies are flailing in China. This week, Nike said revenue there was down by a double-digit percentage and poised to get worse. California clothing brand Guess just closed down all its stores in China. @JonathanEmont https://t.co/Pv10jKnLUy https://t.co/Pv10jKnLUy

By Jonathan Cheng
China Constructs New Antelope Reef Base, Expands Missile Reach
SocialApr 2, 2026

China Constructs New Antelope Reef Base, Expands Missile Reach

China Is Building Another Massive Base in the South China Sea—The work at Antelope Reef, which could give Beijing another runway and more missile facilities, caught some analysts by surprise @Mike_Cherney https://t.co/Mb8Ku45z6q https://t.co/Mb8Ku45z6q

By Jonathan Cheng
U.S. Court Blocks Transfer of Mao Diaries to China
SocialApr 1, 2026

U.S. Court Blocks Transfer of Mao Diaries to China

U.S. Court Ruling Keeps Mao Documents Out of China—Aide’s prized diaries can remain at Stanford, court rules @jamestareddy https://t.co/K0yoVjXR3w https://t.co/K0yoVjXR3w

By Jonathan Cheng
US Seizes Nine Ships Carrying 20M+ Barrels to China
SocialApr 1, 2026

US Seizes Nine Ships Carrying 20M+ Barrels to China

Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ

By Jonathan Cheng
China PMIs Remain Resilient, Non‑Manufacturing Returns to Growth
SocialMar 31, 2026

China PMIs Remain Resilient, Non‑Manufacturing Returns to Growth

China PMIs Signal Resilience as Mideast War Raises Uncertainty—Nonmanufacturing PMI, which covers both service and construction activity, also bounced back to growth territory https://t.co/JJM08eJIFF https://t.co/JJM08eJIFF

By Jonathan Cheng
Japan Fortifies Islands Amid Rising China‑Taiwan Tensions
SocialMar 31, 2026

Japan Fortifies Islands Amid Rising China‑Taiwan Tensions

Japan Is Fortifying This String of Islands Close to China—Tokyo faces what it calls a severe security environment, not least because of China’s threats against Taiwan @NiharikaSM @wsj_douglasj https://t.co/qlzrCwklT1 https://t.co/qlzrCwklT1

By Jonathan Cheng
Japan Shifts From Pacifism, Boosts Defense Amid China Threat
SocialMar 30, 2026

Japan Shifts From Pacifism, Boosts Defense Amid China Threat

Courting Trump and Fearing China, Japan Rethinks 80 Years of Pacifism—Prime Minister Sanae Takaichi wants more spending on defense and many Japanese agree @wsj_douglasj @junko_fukutome https://t.co/ffcGogeBM3 https://t.co/ffcGogeBM3

By Jonathan Cheng
Trump Tariffs Shrink Chinese Imports, Widen U.S. Trade Deficit
SocialMar 28, 2026

Trump Tariffs Shrink Chinese Imports, Widen U.S. Trade Deficit

How Trump’s Tariffs Are Choking U.S.-China Trade—Chinese share of American imports drops to lowest level since 2001, but overall U.S. goods trade deficit rises @hannahmiao_ @CloudberryRoque https://t.co/tWBXJwnAkx https://t.co/tWBXJwnAkx

By Jonathan Cheng
China Probes US Trade Measures for WTO Violations
SocialMar 27, 2026

China Probes US Trade Measures for WTO Violations

China Initiates Probes Into U.S. Trade Practices—The Chinese commerce ministry said some U.S. trade measures may violate WTO rules and other economic and trade treaties @QinSherry https://t.co/f62n2UUsnP https://t.co/f62n2UUsnP

By Jonathan Cheng
Trump Claimed China Priority, yet Launched Iran War
SocialMar 27, 2026

Trump Claimed China Priority, yet Launched Iran War

NYT: Trump Had His Eye on China, Then Plunged Into a New Mideast War—The Trump administration said the Middle East would “recede” in importance as the China challenge took priority. But the president started the war in Iran. @ewong https://t.co/h6oaJHSvoN

By Jonathan Cheng
Moonshot AI Targets Hong Kong IPO Amid Tight Scrutiny
SocialMar 27, 2026

Moonshot AI Targets Hong Kong IPO Amid Tight Scrutiny

China’s Moonshot AI Seeks Listing in Hong Kong Under Heightened Scrutiny—Markets will be watching to see if the company can replicate the success of recent listings by other Chinese AI companies @Tracyyyqu @raffaelehuang https://t.co/ECrREtfSD7 https://t.co/ECrREtfSD7

By Jonathan Cheng
SMIC Supplies Chip Tools to Iran's Military, Sparks US Concerns
SocialMar 27, 2026

SMIC Supplies Chip Tools to Iran's Military, Sparks US Concerns

Reuters: SMIC, China’s largest chipmaker, has sent chipmaking tools to Iran’s military, two senior Trump ‌administration officials said on Thursday, raising questions about Beijing’s stance in the month-old U.S.-Israeli conflict with Iran. https://t.co/5g4DGtQLIB

By Jonathan Cheng
Trump's Taiwan Ambivalence Gives China Historic Opening
SocialMar 26, 2026

Trump's Taiwan Ambivalence Gives China Historic Opening

Trump’s Ambivalence on Taiwan Opens a Historic Opportunity for China—Deterring an attack on the island has been a bedrock American policy for 75 years; Xi Jinping sees a chance to change that @Lingling_Wei @learyreports https://t.co/mmAd9KXLlm https://t.co/mmAd9KXLlm

By Jonathan Cheng
New Zealand Boosts Defense Spending Amid Chinese Threat
SocialMar 25, 2026

New Zealand Boosts Defense Spending Amid Chinese Threat

As China Encroaches, Even New Zealand Is Getting Serious About Its Military—Nation of 5.3 million people will spend billions of dollars on defense in coming years @Mike_Cherney https://t.co/1zwBOaBXl3 https://t.co/1zwBOaBXl3

By Jonathan Cheng
Robin Zeng Claims US EV Market Needs CATL Tech
SocialMar 24, 2026

Robin Zeng Claims US EV Market Needs CATL Tech

The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe

By Jonathan Cheng
XPeng Posts First Quarterly Profit Amid EV Boom
SocialMar 24, 2026

XPeng Posts First Quarterly Profit Amid EV Boom

XPeng turned a quarterly profit for the first time, driven by fast-growing sales and strong margins, making it the latest Chinese electric-vehicle maker to become profitable despite fierce competition in the world’s largest auto market. @ivy_jiahuihuang https://t.co/sgiUhRKE9u

By Jonathan Cheng
Chinese Robot Makers Race to Replace Workers, Attract Western Buyers
SocialMar 23, 2026

Chinese Robot Makers Race to Replace Workers, Attract Western Buyers

“Last year, I visited 11 robotics companies in China across five cities…All of them were engaged, in different ways, in the race to…commercialise robots capable of replacing human workers—and some of them already have eager western buyers.” @Changxche https://t.co/jen93jcxA4

By Jonathan Cheng
Rumor: New Yalu River Bridge to Open Autumn 2026
SocialMar 23, 2026

Rumor: New Yalu River Bridge to Open Autumn 2026

“China and the DPRK have revived transport links…Yet one key project remains suspended…for more than a decade: the New Yalu River Bridge…A rumour currently circulating in Dandong…may be aiming to open the bridge in or around Autumn of 2026.” @Sino_NK https://t.co/4blxm8Shiz

By Jonathan Cheng
Hua Guofeng Stabilized CCP After Mao’s Death
SocialMar 22, 2026

Hua Guofeng Stabilized CCP After Mao’s Death

“Hua was never a popular leader, and his departure was met with a collective shrug. But the Party should be grateful: he kept it together after the death of Mao. Given how fractured the CCP was at the time…‘this was...

By Jonathan Cheng
China’s Rapid Robot, Drone, Autonomous Rollout Outpaces US
SocialMar 22, 2026

China’s Rapid Robot, Drone, Autonomous Rollout Outpaces US

“China feels different from America…You can’t ‘feel the AGI’ yet, or at least I can’t, but you feel everything else—robots, drones, autonomous driving…This has to do with the speed and cost of deployment, but also…Beijing’s…priorities.” @Changxche https://t.co/zHisc4vGJg

By Jonathan Cheng
China's Aviation Regulator Skips Second Annual Crash Update
SocialMar 22, 2026

China's Aviation Regulator Skips Second Annual Crash Update

Reuters: China’s aviation regulator ​has not released an annual update on its investigation into a deadly China Eastern Airlines crash ‌for the second year in a row, letting the fourth anniversary pass without providing any insight into the cause. https://t.co/KJ0yOnAqJc

By Jonathan Cheng
China Cracks Down on Lawyers Defending Jailed Christian Leaders
SocialMar 20, 2026

China Cracks Down on Lawyers Defending Jailed Christian Leaders

China Targets Lawyers Defending Jailed Christian Leaders—Arrest of pastor Ezra Jin has drawn criticism from Secretary of State Marco Rubio, U.S. lawmakers @BrianSpegele https://t.co/dFy26iokX4 https://t.co/dFy26iokX4

By Jonathan Cheng
Taiwan Mobilizes Civil Defense to Counter Chinese Threat
SocialMar 20, 2026

Taiwan Mobilizes Civil Defense to Counter Chinese Threat

Taiwan’s All-Hands-on-Deck Plan to Fend Off China—A civil-defense movement gains momentum across the self-ruled island @joyuwang https://t.co/S54wvPxc54 https://t.co/S54wvPxc54

By Jonathan Cheng
Super Micro Staff Indicted for Illegal AI Server Sales
SocialMar 20, 2026

Super Micro Staff Indicted for Illegal AI Server Sales

Super Micro Computer Employees Arrested for Alleged Sales to China—An indictment alleges the three men conspired to sell servers housing AI technology to buyers in China https://t.co/dFYGL3rcpX https://t.co/dFYGL3rcpX

By Jonathan Cheng
U.S. Says China Won’t Invade Taiwan in 2027
SocialMar 19, 2026

U.S. Says China Won’t Invade Taiwan in 2027

China Isn’t Planning to Invade Taiwan in 2027, U.S. Concludes—Beijing views an amphibious attack as a losing gamble, intelligence assessment says @joyuwang https://t.co/QOqBlNWNu6 https://t.co/QOqBlNWNu6

By Jonathan Cheng
OpenClaw Mirrors China's AI Hope and Fear
SocialMar 19, 2026

OpenClaw Mirrors China's AI Hope and Fear

NYT: In the span of a month, an artificial intelligence assistant called OpenClaw has come to embody both China’s excitement and its anxiety about what A.I. can do. @megatobin1 https://t.co/pylgYFMPj3

By Jonathan Cheng
China's Energy Shock Unavoidable Despite Renewables and Reserves
SocialMar 19, 2026

China's Energy Shock Unavoidable Despite Renewables and Reserves

The Economist: China cannot escape the energy shock—Despite renewables and reserves, it will suffer https://t.co/hzNezKxOUo

By Jonathan Cheng
Pentagon Tests China‑War Missiles in Gulf Strikes
SocialMar 19, 2026

Pentagon Tests China‑War Missiles in Gulf Strikes

For the Pentagon, there is benefit to demonstrating its missile capabilities in combat: The strikes on Iranian vessels from across the Gulf were conducted with the same types of missiles the U.S. is planning to use in case of war...

By Jonathan Cheng
China Covertly Sustains Iran with Oil and Rockets
SocialMar 18, 2026

China Covertly Sustains Iran with Oil and Rockets

How China Is Quietly Helping an Isolated Iran Survive—From buying oil to selling rocket parts, China gives Iran critical support @austinramzy @RoryWSJ https://t.co/xCbI1lO7VO https://t.co/xCbI1lO7VO

By Jonathan Cheng
Trump’s China Delay Signals End of US Asia Pivot
SocialMar 18, 2026

Trump’s China Delay Signals End of US Asia Pivot

.@JohnDelury: “Are we witnessing the end of the Pivot to Asia?…Trump’s desire to delay his China trip sends a clear message to the region that Washington has a serious bandwidth problem.” https://t.co/z3Dfcg9e3q

By Jonathan Cheng
US Welcomes Chinese Dependence, Resists Chinese Market Involvement
SocialMar 18, 2026

US Welcomes Chinese Dependence, Resists Chinese Market Involvement

.@ZichenWanghere: “The United States is comfortable with economic ties that deepen Chinese reliance on U.S. supply—yet far less willing to tolerate even tightly constrained forms of Chinese participation in the U.S. economy.” https://t.co/DoXfoZWKzl

By Jonathan Cheng
Middle East Crises Keep Presidents From Confronting China
SocialMar 18, 2026

Middle East Crises Keep Presidents From Confronting China

In Delaying China Summit, Trump Faces a Familiar Mideast Distraction—The war in Iran is the latest example of why multiple presidents have found it so hard to focus on the U.S.’s most formidable rival @BrianSpegele https://t.co/L9yyo9jgqr https://t.co/L9yyo9jgqr

By Jonathan Cheng
BYD Brings Rapid‑stop Charging to Europe, Upping Competition
SocialMar 18, 2026

BYD Brings Rapid‑stop Charging to Europe, Upping Competition

BYD is taking its quick-stop charging technology to Europe this year. It is another challenge for Western automakers competing with Chinese rivals there and at home—and potentially in the U.S. someday. @ryanfelton https://t.co/gSUlkTsjC9

By Jonathan Cheng
China’s Strong Start Hides Uneven Growth Amid External Risks
SocialMar 18, 2026

China’s Strong Start Hides Uneven Growth Amid External Risks

Chinese Economy’s Bright Start Masks Uneven Growth as External Risks Loom—Data released showed industrial production rebounded on surging exports https://t.co/ccsgwcicJL https://t.co/ccsgwcicJL

By Jonathan Cheng
Alibaba Consolidates AI Under New Unit to Boost Global Competitiveness
SocialMar 18, 2026

Alibaba Consolidates AI Under New Unit to Boost Global Competitiveness

Alibaba Group has formed a business unit overseeing all its AI businesses, as the Chinese tech giant seeks to solidify its position in the global artificial-intelligence race. @Tracyyyqu https://t.co/SPTDYBkQW4 https://t.co/SPTDYBkQW4

By Jonathan Cheng
Trump Announces Xi Summit in Five to Six Weeks
SocialMar 18, 2026

Trump Announces Xi Summit in Five to Six Weeks

Trump Says Meeting With Xi Taking Place in Five to Six Weeks—President Trump said his planned summit in Beijing with Chinese President Xi Jinping will take place in about five or six weeks. @KThomasDC https://t.co/8gdFGagYZb

By Jonathan Cheng
Trump Pivots to Dealmaking, Seeks Delayed US‑China Summit
SocialMar 17, 2026

Trump Pivots to Dealmaking, Seeks Delayed US‑China Summit

Trump Shifts U.S.-China Strategy on Trade to Dealmaking—Plus, President Trump has asked Beijing to delay his summit with Xi and some have signaled renewed openness to bilateral investment @Lingling_Wei https://t.co/XagDzu9g7G https://t.co/XagDzu9g7G

By Jonathan Cheng
China Approves First Invasive Brain‑computer Interface, Launches Research Hubs
SocialMar 17, 2026

China Approves First Invasive Brain‑computer Interface, Launches Research Hubs

“Days after Chinese regulators approved…the world’s first invasive brain-computer interface device cleared for commercial use in patients, Shanghai announced three new research centers aimed at accelerating the technology’s development.” @SixthTone https://t.co/q1mrOAY82F

By Jonathan Cheng
Humanoid Robot Rentals Plunge 80% in China
SocialMar 17, 2026

Humanoid Robot Rentals Plunge 80% in China

“In the spring of 2025, renting a humanoid robot for a corporate event in China cost…10,000 [to] 20,000 yuan per day. By March 2026, JDcom’s rental storefront lists a Unitree humanoid, with on-site engineer included, starting at 1,796 yuan.” @poezhao0605 https://t.co/yotqwvFfWf

By Jonathan Cheng
Trump Claims U.S. Requested Delay of Xi Summit
SocialMar 16, 2026

Trump Claims U.S. Requested Delay of Xi Summit

Trump Says U.S. Has Asked to Delay Summit With China’s Xi—President Trump said the U.S. had asked to delay a summit with Chinese leader Xi Jinping that had been expected to begin later this month in Beijing. @KThomasDC https://t.co/RIlqe39hUE

By Jonathan Cheng
U.S. Softens Ban on Uyghur Forced‑Labor Goods
SocialMar 16, 2026

U.S. Softens Ban on Uyghur Forced‑Labor Goods

“Amid the…turns in the Trump administration’s China trade policy, one feature has attracted little attention: the [U.S.] has apparently eased its efforts to block imports of goods made using the forced labor of China’s Uyghur population.” @economicsnoah https://t.co/C9UGkHv9WW

By Jonathan Cheng
China Resumes Island Building in South China Sea
SocialMar 16, 2026

China Resumes Island Building in South China Sea

SCMP: “Is Beijing stepping up island building in South China Sea after 10-year pause?…China has significantly stepped up its land reclamation activities on a disputed shoal in the South China Sea, according to satellite images.” https://t.co/ldcaW2FKcB

By Jonathan Cheng
Trump, Xi Explore Formal Mechanisms to Manage US‑China Trade
SocialMar 16, 2026

Trump, Xi Explore Formal Mechanisms to Manage US‑China Trade

Reuters, citing sources: “The two sides discussed the establishment of new formal mechanisms to help manage trade and investment between the world’s two largest economies that may be considered by Trump and Xi in Beijing, the sources said.” https://t.co/8xXdogaiRy

By Jonathan Cheng
Air China Restarts Beijing‑Pyongyang Direct Flights, Business‑Class Only
SocialMar 16, 2026

Air China Restarts Beijing‑Pyongyang Direct Flights, Business‑Class Only

Bloomberg: Air China will resume direct flights between Beijing and Pyongyang on March 30, according to booking information on travel platform Ctrip. Only business-class was available for the March 30 Pyongyang-Beijing flight, for $990. https://t.co/C3Gy22RFny

By Jonathan Cheng
China's 2026 Economy Starts Steady, Boosting Consumption Shift
SocialMar 16, 2026

China's 2026 Economy Starts Steady, Boosting Consumption Shift

China’s Economy Off to Steady Start in 2026 Amid Lowered Expectations—Better-than-expected performance in first two months of year opens space for Beijing to pursue goal of shifting toward consumption-led growth @ByXiaoXiao @TByGraceZhu https://t.co/KtqJ6NLc1z https://t.co/KtqJ6NLc1z

By Jonathan Cheng
China Resumes Taiwan Encirclement Flights After Unexplained 10‑Day Pause
SocialMar 16, 2026

China Resumes Taiwan Encirclement Flights After Unexplained 10‑Day Pause

China Resumes Military Flights Around Taiwan After Sudden 10-Day Hiatus—Beijing hasn’t explained why it abruptly stopped what had become a routine practice, nor its resumption @joyuwang https://t.co/z19UmfOrMn https://t.co/z19UmfOrMn

By Jonathan Cheng
Xi Labels U.S. Dangerous After Trump’s Iran, Venezuela Moves
SocialMar 15, 2026

Xi Labels U.S. Dangerous After Trump’s Iran, Venezuela Moves

For Xi, Iran War Reinforces View of U.S. as Dangerous Superpower—Trump’s military actions in Iran and Venezuela set tense stage for a coming superpower summit @austinramzy https://t.co/1gsSWd2hed https://t.co/1gsSWd2hed

By Jonathan Cheng