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Person

Jonathan Cheng

Filtered to Competitive Moves ×
105 articles stable

The coverage repeatedly links Jonathan Cheng to the U.S.-China technology contest, from TikTok and WeChat restrictions to China’s push in AI, robotics and chips.

Who they are

Jonathan Cheng appears in this corpus as a figure associated with reporting on China’s intersection with global technology, business, and policy. The stories around him repeatedly connect Chinese companies and officials with U.S. institutions, including TikTok, WeChat, Apple, Huawei, Tencent, Beijing, and the Wall Street Journal.

The recent arc

Recent coverage shifts from the earlier fights over Chinese consumer platforms and corporate exposure to a broader account of industrial and technological competition. The most concentrated recent quarter was 2024 Q3, after which the visible coverage includes Chinese officials condemning the House TikTok vote, reporting on transnational “pig butchering” scam networks, and TikTok CEO Shou Chew’s proposal for a U.S.-based data-security joint venture. These stories keep platform governance, Chinese state interests, and U.S. political scrutiny tightly connected.

In 2025, the emphasis has moved further toward China’s capacity to compete in strategic technologies and manufacturing. Wall Street Journal coverage examines China’s rising R&D spending, the U.S.-China race in humanoid robots, and the difficulties Nike and Flex encountered automating shoe production, while the latest item scrutinizes ASML, Tokyo Electron, KLA, and other equipment makers’ sales linked to China’s chip industry. The arc is less about a single app-ban dispute than about the infrastructure, supply chains, and technical capabilities behind national competition.

The tension

The recurring tension is between China’s integration into global technology markets and U.S.-led efforts to constrain perceived security, military, and data risks. TikTok and WeChat illustrate the platform and data dimension; Huawei, Apple, and Intel show how companies can be caught between Chinese political pressure and U.S. rules; and the equipment-makers story extends the contest into semiconductor supply chains. China’s ambitions in AI and robotics add a competitive industrial dimension rather than resolving those conflicts.

Why it matters

If this trajectory holds, coverage associated with Cheng will remain useful for tracking how policy disputes once focused on individual Chinese apps become embedded in the wider contest over chips, automation, AI, and cross-border supply chains. The outcome remains uncertain: China’s reported technological progress and investment do not by themselves determine commercial or strategic leadership, while tighter U.S. scrutiny could reshape the options available to both Chinese firms and multinational suppliers.

Jonathan Cheng has appeared in 105 articles since 2015-01. Coverage peaked in 2023Q1 with 7 articles. Frequently mentioned alongside China, Chinese, U.S., Beijing.

Articles
105
mentions
Velocity
0.0%
growth rate
Acceleration
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Sources
13
publications

Coverage Timeline

2025-05-22
Wall Street Journal

China is catching up with the US in AI, robotics, and other sectors, driven by an R&D spending rise, hitting $500B in 2024, up 3x since Xi took office in 2012

Beijing is racing ahead in advanced technology, including in robots, satellites and AI—and in some cases is catching up with the U.S. X: @jchengwsj X: Jonathan Cheng / @jchengwsj : The Fortress That C...

2023-07-07
Wall Street Journal

A profile of Atsuyoshi Koike, the CEO of chip startup Rapidus, which plans to invest ~$35B by 2027 to build 2nm chips in Japan and help the US to counter China

Wall Street Journal : Twitter: @jchengwsj Twitter: Jonathan Cheng / @jchengwsj : “Today, the great fear driving chip investments is China, and U.S. policy calls for helping allies such as Japan build...

2023-03-20
Wall Street Journal 1 related

Research: ByteDance's video editing app CapCut, launched in 2020, has 200M+ MAUs and 400M+ downloads in 2022, up 43% YoY, surpassing TikTok in recent weeks

Let's sift through the noise. Tweets: Martijn Rasser / @martijnrasser : CapCut says in its privacy policy that to provide services, it collects content such as photos and videos that users upload, as ...

2022-09-19
Wall Street Journal

IFR data: Chinese factories installed 243K+ robots in 2021, up 45% YoY and around 50% of the global total, adapting to a changing workforce and rising wages

Jason Douglas / Wall Street Journal : Tweets: @jchengwsj , @andymok , and @kanthan2030 Tweets: Jonathan Cheng / @jchengwsj : China installed almost as many robots in its factories last year as the re...

2022-08-01
Wall Street Journal

As the US passes its CHIPS Act, China plans to invest ~$150B through 2030 on chips, South Korea eyes $260B in chip investments by 2027, and the EU plans $40B

The question is whether semiconductor giants choose America over other locations that have offered incentives and lower costs for years Tweets: @jchengwsj and @jonhusted Tweets: Jonathan Cheng / @jche...

2022-07-25
Wall Street Journal

A look at China's efforts to grow its chip industry by focusing on the most demanded and basic technologies, such as microcontrollers and power supply chips

most in demand in the shortage. w/ @lizalinwsj https://www.wsj.com/... Jonathan Cheng / @jchengwsj : @DanStrumpf @lizalinwsj China is slated to build 31 major semiconductor factories, known as fabs, b...

2021-03-21
Wall Street Journal

How Pinduoduo leads China's adoption of social e-commerce by putting social media first, and gamifying the shopping experience so people win deals and discounts

Five-year-old company is first challenger to loosen Alibaba and JD.com's stranglehold over online consumption in the country Tweets: @juokaz , @mdudas , @jchengwsj , and @wsj Tweets: @juokaz : A five-...

2021-01-18
Wall Street Journal

Surging demand for laptops and 5G chips, alongside a boom in car sales, is fueling chip shortages and pushing prices higher, with older chips affected the most

Wall Street Journal : Tweets: @wsj , @wsjbusiness , and @jchengwsj Tweets: @wsj : Semiconductor companies are asking their customers for patience as the industry works through a sharp increase in dem...

2015-05-12
Wall Street Journal 1 related

Sources: Samsung moves some maufacturing to Indonesia, aims to assemble 1.5M handsets/month

Jonathan Cheng / Wall Street Journal :

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