EU Bans China From Research, but Europe Pays the Price
Commentary: EU Shuts China Out of Science Projects, but Europe Will Pay the Price https://t.co/nVLtwgVav5
WEC Chief Urges China Tech, Warns Overcapacity
World Energy Council Head Urges Nations to Use China Tech to Go Green Wait, what about "overcapacity"? https://t.co/gQusOUBuWD
CATL Expands Beyond EVs Into Broader Markets
Battery giant CATL is no longer just a play on electric vehicles via @FT https://t.co/cJ9uCcGe9R
TSMC Sole Supplier for Google's 2nm; Intel Rivalry Lies Elsewhere
TSMC remains the only one able to fabricate Google's 2nm chips. The Intel/TSMC competition is about the "backend," not the chip itself.
US‑Australia Invest $
Australia and US boost support for critical minerals with $3.5 billion Not clear where processing will be done, or where mine to magnet chain happens.... https://t.co/OpCtNNHYup
China Enacts Rules to Block Foreign Extraterritorial Overreach
Big.......Regulations of the People's Republic of China on Combating Undue Extraterritorial Jurisdiction by Foreign Countries https://t.co/3QcIwRfq8T https://t.co/26Gjw07LCR
China, Iran Weaponize Economy, Outmaneuver U.S. Sanctions
China, Iran weaponized the global economy to beat the U.S. at its own game US...expanded export controls to cover an estimated 20,000 Chinese companies, and tightened controls over advanced chipmaking equipment and jet engines to China. Yes, that is economic coercion. https://t.co/Kd7ckEDhaE
StepFun Dismantles Offshore Structure to Enable IPO
Chinese AI startup StepFun to unwind offshore structure to pave way for IPO, sources say https://t.co/92y5pk6rlV
Saudi Crude Shipments to China to Halve Amid War
Saudi Arabia’s crude sales to top importer China are set to halve next month as the war in the Middle East upends flows and lifts prices, according to traders familiar with the matter https://t.co/P8mgp5is3N
Taiwan Drills to Secure Supplies Against Potential Chinese Blockade
Taiwan will conduct new drills in coming weeks to ensure the island has access to critical supplies in the event of a Chinese blockade, a risk demonstrated by Iran’s closure of a global energy chokepoint https://t.co/lSVXsGM3NB
Chinese AI Claims to Track US Bombers over Iran
How a Chinese company said it used AI to track US bomber movements over Iran MizarVision tried to determine bomber movements based on aerial tanker positions and US attacks on key strategic sites https://t.co/DVBEPnYzj3 via @scmpnews
SMIC Overcame Unprecedented Hurdles to Reach 7nm
Steady progress. Remember, no company in the world has had to do what SMIC has had to to get to commercial 7 nm production....
China to Restore Limited Ties with Taiwan After Opposition Visit
China says it will resume some ties with Taiwan after visit by opposition leader - POLITICO https://t.co/vCYJCuJUps
Ministry Unveils AI + Education Action Plan
Notice of the Ministry of Education and other five departments on the Issuance of the Action Plan of "Artificial Intelligence + Education" https://t.co/0g1JkaX41f
AI Progress Unstoppable Despite Moore’s Law Slowdown
Mustafa Suleyman: AI development won’t hit a wall anytime soon ..skeptics keep predicting walls..they keep being wrong in face of epic generational compute ramp. Often, they point out that Moore’s Law is slowing, a lack of data, or limitations on energy....
Anthropic's Mythos Triggers Unexpected Global Cybersecurity Reckoning
Anthropic’s Mythos Will Force a Cybersecurity Reckoning—Just Not the One You Think “This is an issue that involves all of the model developers. Our goal here is just to kick things off,” Graham said. Yes, including in China... https://t.co/Wsv6owE233
OpenAI's Stargate Execs Exit Amid Data Center Overhaul
OpenAI Stargate Leaders Depart in Latest Shakeup to Data Center Strategy — The Information https://t.co/2CReHVRc1e
USTR Calls Chinese Vehicle Data Ban Short‑sighted, Unnecessary
USTR's Greer sees no changes in data rules that bar Chinese vehicles from US A short-sighted policy not driven by actual data security concerns, all of which are manageable... https://t.co/wyITSMvYtq
China Expands ChiNext Rules to Attract Fast‑growing Firms
China unveiled new rules for the Shenzhen stock exchange’s tech-focused ChiNext board, seeking to broaden listing options and make the market more attractive to fast‑growing companies https://t.co/UUlR3YORcx
Chinese AI Firm Reveals $92M Nvidia Servers, No Longer
China AI Firm Discloses $92 Million of Banned Nvidia Chip Servers to Beijing Small numbers, and no longer "banned"..... https://t.co/Z0lwcvOKem
Sumitomo Electric Ramps up Tungsten, Cuts China Reliance
Sumitomo Electric to boost tungsten output 50%, reducing China dependence Japanese materials supplier will build $100m plant and bolster recycling efforts https://t.co/shDv57HEVs via @NikkeiAsia
EU Delays China Strategy Amid Iran Crisis Urgency
China sidelined: EU shelves rare strategy debate as Iran crisis takes priority Taken together, officials say, the risk is that Europe confronts China’s industrial challenge with fragmented tools, without political alignment needed to act. Board of Trade? https://t.co/XG9G3bzpxw
China Pulls Top Silicon Valley AI Talent Home
China lures home its top AI talent from Silicon Valley No, Manus was not a model.... https://t.co/Z49jUxz2JC via @ft
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
Trump Abandons Aggressive China Playbook, White House Reverses
Trump Quietly Scraps His Own Playbook on China The White House walks back the aggressive approach of the first administration, in a dramatic reversal Times change, leverage changes... https://t.co/emValbLeko via @WSJ
BYD Leads OTA Race with 200 Updates Annually
Freshness is king: BYD reigns with 200 vehicle software updates a year Concept pioneered by Tesla is taken to next level by Chinese automakers https://t.co/09xM5CEok3 via @NikkeiAsia
OpenAI to Stagger New Model Rollout Due to Cybersecurity Risks
Scoop: OpenAI plans staggered rollout of new model over cybersecurity risk The norm going forward.... https://t.co/UPDRrpD1Jr
AI Threat Real; Demands Global Government and Industry Cooperation
Yes, the threat from AI systems is real, and requires nation state cooperation, including across industry....
White House Pushes Pro‑industry AI Policy Despite Backlash
At David Sacks’s Behest, White House Barrels Forward on Industry-Friendly AI Policy Trump administration plans to emphasize AI’s economic benefits ahead of the midterms, but some allies warn of political blowback https://t.co/7FPD4yhShf via @WSJ
Alibaba's HappyHorse-1.0 Tops AI Video Model Leaderboard
Alibaba Group has anonymously released a new AI video generation model called HappyHorse-1.0, which rose to the top of an AI model leaderboard and attracted a lot of attention on social media https://t.co/nwrbPbkJGa
Anthropic Launches Tool to Simplify AI Agent Creation
Anthropic’s New Product Aims to Handle the Hard Part of Building AI Agents | Amid rapid enterprise growth, Anthropic is trying to lower the barrier to entry for businesses to build AI agents with Claude. https://t.co/5CoZPV4zSv
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Unitree Launches World's Cheapest Humanoid Robot Globally
Unitree to debut cheapest humanoid robot globally via Alibaba The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore https://t.co/RHCUHGkTdh via @scmpnews
Chinese Memory Makers Gain Share with Cheaper, Higher‑capacity Chips
Chinese memory giants seen grabbing market share on lower prices, more capacity Leading Chinese memory producers Yangtze Memory Technologies Co (YMTC) and ChangXin Memory Technologies (CXMT) are working on boosting capacity this year. https://t.co/erh2vmYWgO
Alibaba Deploys 10,000-Node AI Cluster with Zhenwu Chips
As AI race with US intensifies, Alibaba launches 10,000-card computing cluster powered by the Zhenwu AI chips developed by its T-Head semiconductor design arm. https://t.co/XHmAX5hhjW
US Chip Curbs Threaten Supply Chain, Timeline Unrealistic
Proposed US chip curbs on China risk deeper supply chain disruption ...whether the proposed 150-day timeline was sufficient to achieve meaningful policy coordination remained uncertain.... Clearly not feasible. It has been nearly 4 years already... https://t.co/RLwyFRVVUe
Alibaba Creates AI‑focused Tech Committee Amid Competition
Chinese e-commerce and AI giant Alibaba Group Holding has set up a high-level technology committee led by CEO Eddie Wu Yongming, as part of a broader restructuring to sharpen its focus on artificial intelligence amid intensifying competition. https://t.co/AJJ1tEnfW1
AI Cyber Arms Race Risks Global Internet Stability
It is naive in the extreme to think that a Chinese firm does not already or soon will have this capability. Engaging in an AI arms race in cyberspace may not be the wisest policy choice for either side, let...
Hacker Claims Breach of China's Supercomputer, Offers Data
A hacker has allegedly breached one of China’s supercomputers and is attempting to sell a trove of stolen data https://t.co/IR3JGutX9t
Tech Giants Form Patent Licensing Group to Mitigate AI Risks
Article: Anthropic, IBM, Meta, Microsoft launch patent licensing group in response to AI legal risk - IAM https://t.co/uOqVcOVoPy?
Rokid Targets Hong Kong IPO for AI Glasses
Chinese AI glasses maker Rokid planning Hong Kong IPO: sources | South China Morning Post https://t.co/rl1YQ27ki8
Export Controls Separate H200 From Vera Rubin Supply Chains
Export Controls: National Security Tool or Industrial Policy Lever? H200 exports do not pose a meaningfully trade off against newer Vera Rubin due to distinct supply chains. Yes, have been saying this for some time, fully debunks this TP.... https://t.co/WJlqCYF9zG
Hesai, Taikang Life Anchor Manycore Tech IPO
Hesai and Taikang Life are planning to participate as cornerstone investors in spatial-design software maker Manycore Tech’s IPO https://t.co/sbttMcIR6v
USTR Greer Backs US‑China Trade Board, Rejects Investment Forum
US Trade Representative Jamieson Greer promoted the creation of a US-China board of trade, while downplaying the possibility of a group focused on bilateral investment https://t.co/nnhzZxCmN4
ByteDance Valuation Tops $600B After Equity Sale Push
ByteDance valuation exceeds US$600 billion after proposed equity sale: sources The seller originally had the valuation at US$550 billion, but raised the amount after multiple parties expressed interest. https://t.co/pL87pI2YJV via @scmpnews
China Nudges Iran Toward US Cease‑fire, Boosting Its Influence
China Pressed Iran Toward Cease-fire, Iranian Officials Say Beijing appeared to have helped push Tehran to accept the two-week deal with the United States, reflecting China’s growing influence and its stake in avoiding a wider war. https://t.co/RbTFlfAyCP
Anthropic's Caution Signals Need US‑China AI Cooperation
Anthropic’s Restraint Is a Terrifying Warning Sign The U.S. and China need to work together to protect themselves, as well the rest of the world, from humans and autonomous A.I.s using this technology... Like I said.... https://t.co/PC9jTwhBs6 via @NYTOpinion
China Empowers State Council to Probe Foreign Supply‑chain Threats
Regulations of the State Council on the security of industrial and supply chains Article 15 If a foreign organization or individual violates normal market transaction principles, interrupts normal transactions with Chinese citizens or organizations, takes discriminatory measures against Chinese citizens or organizations,...
China Launches Sweeping Supply‑chain Security Mechanism
China will set up a sweeping new mechanism to ensure the security of its supply chains https://t.co/c69SVYs86R
China Claims 99% Cost Cut for Military‑grade Infrared Chips
China reports 99% cost cut on military-grade infrared chips Researchers have developed a new way to make high-end infrared chips that could slash their cost and boost smartphone cameras, self-driving cars https://t.co/t52LLpN3xK via @scmpnews