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A little story with big implications... Xpeng claims new autonomous driving chip is more powerful than Nvidia’s and expects to sell to VW among other carmakers. Another sign China is edging toward tech parity with the west. Scoop via Gloria Li Financial Times ft.com/content/094e75…

New: Cheerleaders to critics: German machinery makers call for EU action on China My report on a dramatic U-turn from the voice of Germany's Mittelstand companies that could have big implications for EU China policy scmp.com/news/china/dip…

Why try to smuggle Nvidia chips into China when you can just smuggle training data out? Incredible WSJ report: wsj.com/tech/china-ai-… Liza Lin Raffaele Huang

"Fast forward a decade...#India's dependence on #China has only shifted from downstream to upstream goods... "In fact, as of 2025, manufacturing’s share of India’s GDP has dropped to <14%—lower than in 2014 when the Make in India initiative was announced" hinrichfoundation.com/research/wp/tr…

April export data showed a sharp fall-off in Chinese exports of rare earth materials and magnets, and this likely continued—if not worsened—in May as trade tensions remain (we won’t know for sure until the data lands on June 20). While the London agreement included some easing of

This is BIG. Nikkei Asia reported that China's automakers aim for cars with 100% domestic chips from 2026. Various brands (e.g. SAIC, BYD, Li Auto & Geely) are preparing to launch models with 100% of homemade chips. AT LEAST two brands aim to mass production as early as 26'

I had a great time co-hosting a new ChinaTalk episode with Jordan Schneider where we spoke with Eva Dou about her incredible new book House of Huawei! Check it out: chinatalk.media/p/the-house-of…

Western nations will take years to develop enough rare earth processing capacity to limit China’s dominance over the critical ingredients, according to industry veteran and former Molycorp boss Mark Smith bloomberg.com/news/articles/…

Chinese firms dominate nearly every segment of the battery supply chain. Even Chile's SQM and Australia's Pilbara have Chinese firms as major shareholders. New report on battery supply chains and US dependence on Chinese imports by Josh Busby & Ben Taulli: councilonstrategicrisks.org/2025/05/30/the…

Huawei’s Ascend 910C AI chip looks quite competitive with Nvidia’s H100 at the single-die level but lags far behind Nvidia’s latest chips on bandwidth. Check out the whole thread: