Jonathan Cheng

Jonathan Cheng

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

White House Accuses China of Industrial‑scale AI IP Theft
SocialApr 24, 2026

White House Accuses China of Industrial‑scale AI IP Theft

FT: The White House has accused China of undertaking industrial-scale theft of American AI labs’ intellectual property and warned that it would crack down on a practice that exploits US innovation. @AsiaLens https://t.co/hs217DBRLi

By Jonathan Cheng
China Bans
SocialApr 24, 2026

China Bans

China’s Commerce Ministry said on Friday it was banning exports of dual-use items to seven European entities over ​arms sales to Taiwan, placing them immediately on its export control list, in a ‌rare case of Europe-targeted, Taiwan-related sanctions. https://t.co/wNeIEZ8Y00

By Jonathan Cheng
Chinese Satellites Over Middle East Alarm U.S. Military
SocialApr 23, 2026

Chinese Satellites Over Middle East Alarm U.S. Military

Chinese Satellites Over Mideast Battlefield Put U.S. on Edge—Chinese satellite industry grows as a potential threat to U.S. forces in the Middle East @ByChunHan https://t.co/zBXNJ3h7lR https://t.co/zBXNJ3h7lR

By Jonathan Cheng
Iran Conflict Delays US Taiwan Defense Weapon Replacements
SocialApr 23, 2026

Iran Conflict Delays US Taiwan Defense Weapon Replacements

Iran War Complicates Contingency Plans to Defend Taiwan, Some U.S. Officials Say—Fully replacing stockpiles of weapons fired in the Middle East could take up to six years @alexbward @shelbyholliday @Kubota_Yoko https://t.co/M137i7YcP3 https://t.co/M137i7YcP3

By Jonathan Cheng
China to Expand 11,000 Islands, Bolstering Maritime Power
SocialApr 23, 2026

China to Expand 11,000 Islands, Bolstering Maritime Power

AFP: China said on Wednesday it will further build up more than 11,000 islands it calls its own, so as to better govern them, in a long-term campaign to strengthen maritime power, secure more natural resources, and reinforce territorial claims. https://t.co/csXPWrxAZt

By Jonathan Cheng
China’s New Supply‑Chain Rules Pose Risk to US Companies
SocialApr 23, 2026

China’s New Supply‑Chain Rules Pose Risk to US Companies

AFP: China’s new supply chain regulations could be a “concern” for US firms, @AmCham_China warned. The regulations, released April 7, allow authorities to take measures against foreign companies that “harm China’s industrial and supply chain security.” https://t.co/bmnFKekxT7

By Jonathan Cheng
Volkswagen Trims China Sales Goal to 3.2 Million by 2030
SocialApr 23, 2026

Volkswagen Trims China Sales Goal to 3.2 Million by 2030

Volkswagen has sharply lowered its ambitions for China as competition intensifies. The top executive in China, Ralf Brandstaetter, said Volkswagen now expects to sell up ​to 3.2 million vehicles annually in China by 2030, ​down from a target of 4...

By Jonathan Cheng
US Boarding Threatens Iran-China Oil Shadow Fleet
SocialApr 22, 2026

US Boarding Threatens Iran-China Oil Shadow Fleet

Secretive Shipments of Iranian Oil to China Are Under Threat by U.S.—Boarding of tanker raises risk for sanctions-evading ‘shadow fleet’ @austinramzy @RebeccaYFeng https://t.co/5rcMcxUf3Y https://t.co/5rcMcxUf3Y

By Jonathan Cheng
China Pursues Full-Stack AI Strategy, Emphasizing Deployment
SocialApr 22, 2026

China Pursues Full-Stack AI Strategy, Emphasizing Deployment

.@kyleichan to Congress: “In general, China is pursuing a full-stack approach to accelerating their AI development, from chips and compute to models and applications. They’re focused on not just the best models, but on deployment and diffusion.” https://t.co/YMbOZBt4Id

By Jonathan Cheng
China Cyber‑spies Western Defense Firms, Dutch Intel Warns
SocialApr 22, 2026

China Cyber‑spies Western Defense Firms, Dutch Intel Warns

China’s Cyberspying Targets Western Defense Industry, Dutch Intel Chief Says—Military intelligence report warns China poses a growing threat, alongside Russia @kimmackrael @DanMichaelsWSJ https://t.co/cu728ldZmp https://t.co/cu728ldZmp

By Jonathan Cheng
Japan Ends Arms Export Ban Amid Rising China Threat
SocialApr 21, 2026

Japan Ends Arms Export Ban Amid Rising China Threat

Japan Lifts Ban on Arms Exports—The decision is part of a broader shift by Japan to beef up its defense capabilities in response to China’s growing military might and U.S. demands that allies take more responsibility for their own security. @wsj_douglasj https://t.co/2tsDsLkhKl

By Jonathan Cheng
Nations Squeezed: US Pressure vs Beijing Warning on Supply Chains
SocialApr 21, 2026

Nations Squeezed: US Pressure vs Beijing Warning on Supply Chains

Many countries are caught in a vise: Washington wants them to strip Chinese content from their supply chains, and Beijing is warning them not to. @Lingling_Wei https://t.co/LilGzuOzlf https://t.co/LilGzuOzlf

By Jonathan Cheng
Iranian Ship Seized, Linked to China‑Frequented Fleet
SocialApr 20, 2026

Iranian Ship Seized, Linked to China‑Frequented Fleet

Seized Iranian-Flagged Ship Was Part of Fleet That Frequented China—MV Touska is controlled by sanctioned Iranian company accused of transporting items for potential military use @austinramzy https://t.co/dNGUknky0h https://t.co/dNGUknky0h

By Jonathan Cheng
US Loses Chinese Talent Amid Immigration Hurdles, Crime Fears
SocialApr 19, 2026

US Loses Chinese Talent Amid Immigration Hurdles, Crime Fears

America’s Allure Fades in China, Keeping Talent Away—U.S. immigration hurdles and fear of crime, amplified by state media, have more of China’s best and brightest deciding to stay home @BrianSpegele @joshchin https://t.co/A5h4aPeUks https://t.co/A5h4aPeUks

By Jonathan Cheng
Moutai Profits Dip as Consumers Tighten Spending
SocialApr 17, 2026

Moutai Profits Dip as Consumers Tighten Spending

Kweichow Moutai’s Annual Profit, Revenue Fall for First Time—Moutai’s appeal has been waning as consumers become more cautious with their spending @QinSherry @ivy_jiahuihuang https://t.co/a4euTT2CbN https://t.co/a4euTT2CbN

By Jonathan Cheng
China Threatens Vague Retaliation on Foreign Firms Before Trump Summit
SocialApr 16, 2026

China Threatens Vague Retaliation on Foreign Firms Before Trump Summit

China Sharpens Retaliatory Tools Against U.S. Ahead of Trump Summit—Beijing responds to Washington’s trade pressure with broad but vague threats aimed at foreign businesses @ByChunHan @yoyominnie https://t.co/itS181EOEe https://t.co/itS181EOEe

By Jonathan Cheng
China's Export Growth Falters as Global Demand Slumps
SocialApr 14, 2026

China's Export Growth Falters as Global Demand Slumps

China’s Export Momentum Slows Amid Iran War—Weaker global demand threatens a growth driver for Beijing @hannahmiao_ @TByGraceZhu https://t.co/vpepE1zohz https://t.co/vpepE1zohz

By Jonathan Cheng
Evergrande Founder Pleads Guilty, Symbolizing China’s Property Collapse
SocialApr 14, 2026

Evergrande Founder Pleads Guilty, Symbolizing China’s Property Collapse

Founder of Fallen Chinese Property Giant Evergrande Pleads Guilty to Fraud—Onetime billionaire helped fuel boom and bust of China’s property market @ByChunHan https://t.co/9tYhzZZBpD https://t.co/9tYhzZZBpD

By Jonathan Cheng
Hong Kong Enables Iran's Hidden Billions, Weakening U.S. Sanctions
SocialApr 11, 2026

Hong Kong Enables Iran's Hidden Billions, Weakening U.S. Sanctions

How Hong Kong Helps the Flow of Iran’s Hidden Billions—U.S. sanctions lose their bite in a Chinese city where setting up a company and moving money is easy @austinramzy https://t.co/LUrgqUohBe https://t.co/LUrgqUohBe

By Jonathan Cheng
China's Biotech Surge Threatens Western Drug Dominance
SocialApr 11, 2026

China's Biotech Surge Threatens Western Drug Dominance

Big Pharma Is Turning to China for the Newest Drug Ideas—China’s biotechs are faster and have lower costs, and its drug research threatens to soon overtake the West’s @Loftus https://t.co/YszgDfNlwc https://t.co/YszgDfNlwc

By Jonathan Cheng
China Urges Deeper Coordination with North Korea on Global Affairs
SocialApr 10, 2026

China Urges Deeper Coordination with North Korea on Global Affairs

Reuters: China and N. Korea should further enhance communication and coordination in major international and regional affairs, China’s foreign minister said in a meeting with N. Korean leader Kim Jong Un on Friday. https://t.co/ucS9fgVjFA

By Jonathan Cheng
Trump Pushes Massive Shipyard Revival to Counter China
SocialApr 10, 2026

Trump Pushes Massive Shipyard Revival to Counter China

Trump Administration Pushes Biggest Noncombat Ship Upgrade in Decades—Budget proposal aims to revitalize U.S. shipyards, counter China’s maritime dominance with surge in orders for logistics vessels @pdberger https://t.co/YyzHiCyS6E https://t.co/YyzHiCyS6E

By Jonathan Cheng
Xi Welcomes Taiwan Opposition Leader, Tightening Beijing’s Grip
SocialApr 10, 2026

Xi Welcomes Taiwan Opposition Leader, Tightening Beijing’s Grip

Xi Hosts Taiwan Opposition Leader to Draw Island Closer to China—Ahead of Trump visit, campaign to absorb Taiwan and muffle U.S. influence advances @joyuwang https://t.co/QpSr1aqdjq https://t.co/QpSr1aqdjq

By Jonathan Cheng
Middle East Energy Shock Ends China’s Deflation, Prices Rise
SocialApr 10, 2026

Middle East Energy Shock Ends China’s Deflation, Prices Rise

Middle East Energy Shock Snaps China’s Deflationary Streak—Factory-gate prices rise in China for the first time in over three years @hannahmiao_ https://t.co/8yOC6VYhc5 https://t.co/8yOC6VYhc5

By Jonathan Cheng
U.S. Shifts From Trump’s China Hardline to Conciliatory Policy
SocialApr 10, 2026

U.S. Shifts From Trump’s China Hardline to Conciliatory Policy

Trump Once Talked Tough With China. Now He’s Playing Nice. The administration has quietly scrapped its previous playbook, adopting a more conciliatory approach to Beijing @heathersomervil @alexbward @GavinBade https://t.co/9teV50Qwnb https://t.co/9teV50Qwnb

By Jonathan Cheng
Trump Flips Gunboat Diplomacy, Urging China to Enforce.
SocialApr 8, 2026

Trump Flips Gunboat Diplomacy, Urging China to Enforce.

“When Trump called on China…to send ‘War Ships’ to the Strait of Hormuz…the painful history of 19th century ‘gunboat diplomacy’ was suddenly inverted as Trump asked China, once a victim, to join in as an enforcer.” @JohnDelury https://t.co/QxfBKrJe7m

By Jonathan Cheng
Taiwan Opposition Leader Visits China, Calls It Peace Mission
SocialApr 8, 2026

Taiwan Opposition Leader Visits China, Calls It Peace Mission

Taiwan opposition leader Cheng Li-wun arrived in China on Tuesday at the invitation of President Xi Jinping, in what she’s calling a “journey for peace” as Beijing pushes for the self-ruled island to come under its control. @EECastilloAP @SiminaMistreanu https://t.co/aJ3NijhPub

By Jonathan Cheng
China Buys Iran's Oil, Sustaining Sanctions‑busting War Funding
SocialApr 7, 2026

China Buys Iran's Oil, Sustaining Sanctions‑busting War Funding

How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine—Over the past half decade, China has provided Iran with a financial lifeline by buying most of its oil @RoryWSJ @BrianSpegele @austinramzy https://t.co/36s4JdH6hU https://t.co/36s4JdH6hU

By Jonathan Cheng
China Reserves Offshore Airspace for 40 Days, Hinting Military Activity
SocialApr 5, 2026

China Reserves Offshore Airspace for 40 Days, Hinting Military Activity

China Creates New Aviation Mystery With Offshore Warning Zones—Beijing reserves airspace for 40 days, suggesting possible military activity ahead @joyuwang https://t.co/S5iRx1CF03 https://t.co/S5iRx1CF03

By Jonathan Cheng
His Death Highlights China’s Exhausting, Hypercompetitive Work Culture
SocialApr 5, 2026

His Death Highlights China’s Exhausting, Hypercompetitive Work Culture

“On social media, people asked: Had he steered young Chinese to better lives or discouraged their idealism? What did his abrupt death, after he had…complained of being exhausted and overworked, say about China’s hypercompetitive work culture?” @vwang3 https://t.co/mjVnF2F9SR

By Jonathan Cheng
China Unveils World's Longest Outdoor Escalator on Yangtze
SocialApr 4, 2026

China Unveils World's Longest Outdoor Escalator on Yangtze

FT: China has pressed the start button on what is believed to be the world’s longest outdoor escalator system on the steep banks of the Yangtze River, in a mountainous region known for pushing the bounds of architecture. @TomHale_ https://t.co/SjKTVdt0cd

By Jonathan Cheng
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