John Liu

In the world of electric vehicles, there is a Chinese company outdoing Elon Musk’s Tesla. And it’s just getting started. Here's a mini-profile on the rise of BYD, the Chinese EV champion, and how it is upending the global market for clean-energy cars: https://t.co/ImqdA75Hki

Late to the race, but catching up fast — Chinese humanoid robot firms are closing the gap with American frontrunners like Tesla and Boston Dynamics, leveraging supply chain mastery and cost-cutting to speed up mass production. https://t.co/NgQy3JZhbQ

Worries abound among Taiwanese over the security implications of TSMC's new US investment, but analysts have lauded its agile decision in navigating uncertainty posed by Trump. TSMC's move also adds pressure on other firms, like Samsung. https://t.co/0RpJkzHDeH

Great report with many previously unreported details, including that Huawei has received two million logic dies from TSMC through shell companies, and that it has stockpiled at least a full year worth of HBM before restrictions kicked in. https://t.co/ooQ6RkT2aT

Gregory C. Allen @Gregory_C_Allen

I am extremely proud to share that my new report "DeepSeek, Huawei, Export Controls, and the Future of the U.S.-China AI Race" has just been published by CSIS! This report is chock full of previously not-public information and analysis connecting dozens of data points to assess https://t.co/OYH0eol65L

Huge news: Trump said the $100 billion investment will contribute to building two additional advanced chipmaking facilities in Arizona — on top of the company’s existing three already in the works, calling TSMC the “most powerful company in the world.” https://t.co/cP6LSpa2xP

Two decades ago, a modest shop in the middle of China’s Henan province saw its business take off after selling soft serve for just 1 yuan. Today, it has overtaken McDonald’s & Starbucks as the world’s largest food and beverage chain by number of stores. https://t.co/rUnGt51XxG

RT @willripleyCNN: Taiwan’s coast guard detained a cargo ship and its Chinese crew on Tuesday and said it was investigating whether the ves…

Besides the slow rollout of AI features and fierce competition from Chinese brands like Oppo, Huawei and Vivo, which often offer higher specs at lower prices, Apple also faces challenges like greater patriotism among Chinese consumers, analysts said. https://t.co/GMYzhsKQf6

Inbound investment in China plummeted to a four-year low in January, prompting Beijing to unveil new plans to attract foreign capital amid a flurry of economic headwinds. https://t.co/FayPE4hP5p

The timing of Xi’s meeting with Chinese business leaders is significant as it signals “renewed effort to support private enterprise, especially in the tech sector, and to restore entrepreneurial confidence,” said @AngelaZhangHK. https://t.co/XpD5IUAOOS

Angela Zhang @AngelaZhangHK

In China, signal is policy, and policy is signal. Appreciate the quote @CNN https://t.co/04YR9irlK8

RT @mackhawk: New: TSMC is open to taking a controlling stake in Intel’s US factories, @ianmking & I are told Trump team floated a potenti…

Chinese internet search giant Baidu will make its advanced AI chatbot services free and its next generation model open source, as competition heats up among global developers following the surging popularity of startup DeepSeek’s models. https://t.co/onOTm6aIQo

Apple will work with Chinese tech giant Alibaba to roll out AI in the world’s biggest phone market, where it is facing steep competition from domestic brands like Huawei. This follows months of uncertainty over its AI plan in China. https://t.co/S3ouPYU720