Raw SignalOct 12, 20261 min read1 source

On Thursday, research firm SemiAnalysis published a report analyzing hundreds of model releases from nine leading Chinese labs over the past five years, finding that only a small percentage of them...

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SemiAnalysis says it built a dataset of 857 identifiable model releases from nine leading Chinese developers, spanning 2021 through 15 September 2026.

The group comprises ByteDance, Alibaba, Tencent, Baidu, DeepSeek, Moonshot, Zhipu Z.ai, MiniMax, and StepFun. The report checks each release against model cards, release notes, and technical reports for a safety-evaluation result matched to the named model.

The firm says its threshold is a quantitative or substantive finding tied to that model, covering harmful output, jailbreaks, toxicity, privacy, refusal, or dangerous capability. The supplied excerpt describes the dataset and method but does not provide the final disclosure rate. It also does not include a comparison with US labs; the report's stated population is nine Chinese developers.

Evidence / sources

  1. 1newsletter.semianalysis.com/p/beijing-will-not-pace-the-frontier
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