2026-01-05
“The tool is one example of how Chinese tech companies & hospitals are racing to apply A.I. to some of medicine's most stubborn problems.” https://www.nytimes.com/...
New York Times
A Chinese hospital says Alibaba's PANDA AI tool has analyzed 180,000 CT scans and detected ~24 pancreatic cancer cases since its deployment in November 2024
A tool for spotting pancreatic cancer in routine CT scans has had promising results, one example of how China is racing to apply A.I. to medicine's tough problems.
2025-08-14
“DeepSeek has delayed the release of its new model after failing to train it using #Huawei's chips, highlighting the limits of Beijing's push to replace 🇺🇲 tech” And what does this suggest the right USG policy response should be? https://www.ft.com/...
Financial Times
Sources: DeepSeek R2's launch delay is due to training issues on Huawei Ascend chips, prompting a switch to Nvidia chips for training and Huawei's for inference
Difficulties of training the start-up's latest system with Huawei's semiconductors highlight dependence on Nvidia
2025-08-12
“Over the past few wks, Chinese authorities sent notices to a range of firms discouraging use of the less-advanced #semiconductors...The guidance was partic strong against the use of H20s for any govt or natsec-related work by SOEs or private cos” https://www.bloomberg.com/...
Bloomberg
Sources: Chinese authorities urge local companies to avoid using less advanced US chips, particularly Nvidia's H20s, for government or national security work
Supply Lines is a daily newsletter that tracks global trade. Sign up here. — Beijing has urged local companies …
2025-07-15
“The backlash came swiftly for Benchmark, one of Silicon Valley's top VC firms, after reports it was investing in an AI startup founded in #China. Repub senators framed the deal as aiding the Chinese govt...Some suggested Congress should take action” https://www.bloomberg.com/...
Bloomberg
How Benchmark's investment in Chinese startup Manus highlights a philosophical divide in Silicon Valley over China, patriotism, and the pursuit of profit
Bloomberg :
2025-07-08
“Italian authorities have arrested a Chinese citizen suspected of being linked to a state-sponsored hacking group that sought to steal Covid-19 vaccine secrets from the US at the height of the pandemic in 2020” https://www.ft.com/...
Financial Times
Italy arrests Chinese citizen Xu Zewei; a source says Xu is linked to hacking group Hafnium that breached Microsoft in 2021 to steal COVID-19 vaccine secrets
Xu Zewei suspected of links to Beijing-backed group accused by Washington of stealing Covid-19 vaccine secrets
2024-08-21
“#China is unleashing billions of dollars of lending to tech start-ups using their intellectual property as collateral...Total new IP-pledged financing loans soared 57% in 1H-24 YoY after ⬆️75% for full yr '23” https://www.ft.com/...
Financial Times
Chinese government data: China is unleashing billions in lending to tech startups using intellectual property as collateral, up 57% YoY to ~$58.8B in H1 2024
Financial Times : X: @zacharykeck , @chinabeigebook , and @tanarrowz X: Zachary Keck / @zacharykeck : Unless I am missing something, the problem in China is not credit has dried u...
2024-07-09
“Sequoia Capital's former #China unit has raised an Rmb18B fund, defying a fundraising freeze that has hit rivals & building its war chest to invest in technology start-ups in the country” https://www.ft.com/...
Financial Times
Sources: HongShan, formerly Sequoia China, raised a ~$2.5B fund in Chinese yuan, which can more easily invest in sensitive tech than its $9B USD fund from 2022
Financial Times :
2024-05-30
“The company behind American Lidar is #China-based Hesai Group, which the US has labeled a security concern...It is a familiar playbook: A 🇨🇳 company facing regulatory or reputational problems simply sets up a subsidiary or affiliate w/a different name” https://www.wsj.com/...
Wall Street Journal
Policymakers and experts: lidar maker Hesai and others listed as Chinese military entities are rebranding and using US-domiciled businesses to evade sanctions
Heather Somerville / Wall Street Journal : X: @jamesofphillips , @jchengwsj , @danjames357 , and @chinabeigebook LinkedIn: Gordon Friedrich and Fred Huh Forums: r/MVIS and Slashdo...
2024-02-21
“Having conquered the market for mass-market LCD tech, #China's display manufacturers are now making inroads on the last bastion of Korean tech superiority, cutting-edge OLED...#Korea now faces the same fate as #Japan in the $160B display global market” https://www.ft.com/... [image]
Financial Times
South Korea's leading display makers LG and Samsung close ranks as they cede ground to Chinese TV and smartphone screen manufacturers and face OLED competition
Financial Times :
2023-03-26
“Potential for undersea cables to be drawn into a conflict bt #China & #Taiwan became real last month when 2 cables were cut connecting Taiwan w/its Matsu islands, near the 🇨🇳 coast...Islands' 14K residents were disconnected from the internet” https://www.reuters.com/...
Reuters
Sources: concerned about Chinese spying, the US helped SubCom win its $600M bid for an Asia-Europe subsea cable project through incentives and investor pressure
Subsea cables, which carry the world's data, are now central to the U.S.-China tech war. Washington, fearful of Beijing's spies …
2023-03-05
“New program is expected to cover PE & VC investmts in advanced chips, quantum computing & some #AI...Officials want to prevent 🇺🇲 investors from providing funding & expertise to 🇨🇳 cos that cld improve the speed & accuracy of Beijing's military decisions” https://www.wsj.com/...
Wall Street Journal
Reports and sources: the US prepares a program that could ban US investment in some sectors in China, such as advanced semiconductors, quantum computing, and AI
Biden administration expected to seek money in its budget next week to set up program regulating investment abroad
2022-12-16
“A key roadblock is Treasury...Firms UST is speaking w/include Sequoia, whose #China arm just raised a $9B fund that helped spark concerns in the 1st place...Sequoia China reportedly employed the daughter of one of China's top political leaders for yrs” https://www.semafor.com/...
Financial Times
The US Commerce Department puts 36 Chinese companies on its entity list, including chipmaker Yangtze Memory Technologies and AI chipmaker Cambricon
Financial Times :
2022-10-06
“If it succeeds in getting off the ground, the startup could effectively enable #Huawei to sidestep Washington's efforts to choke off the flow of #chips to a company it views as a military & economic threat” https://www.bloomberg.com/...
Bloomberg
Sources: to evade US sanctions, Huawei is supporting PXW, a startup based in its hometown Shenzhen that ordered chipmaking equipment for a semiconductor plant
typically 25% — without falling under the restrictions" dont be surprised if that % threshold drops significantly https://twitter.com/... Peter Elstrom / @pelstrom : Exclusive: A l...
2022-10-03
Doubtful anyone could've foreseen that this would be the headline to ring in the Party Congress: “Tencent Holdings Ltd. has lost its title as #China's biggest company to liquor giant Kweichow Moutai” https://www.bloomberg.com/...
Bloomberg
Tencent is no longer China's most valuable company after its shares fell 64% since January 2021, wiping $623B in market cap, more than any other firm globally
2022-08-03
“#Intel has lobbied hard against the move to curb US investments in #China's chip sector & in '21 wanted to ⬆️production in China...Yet only #TSMC is making advanced chips in 🇨🇳 at the moment. Its Nanjing facility makes 28nm & 16nm chips, = SMIC's best” https://www.bloomberg.com/...
Nikkei Asia
US House Speaker Nancy Pelosi meets with TSMC chairman Mark Liu and others to discuss implementation of the Chips and Science Act during her Taiwan visit
TAIPEI — U.S. House Speaker Nancy Pelosi met with Taiwan's most important chip industry leaders in Taipei on Wednesday as part …
“#Intel has lobbied hard against the move to curb US investments in #China's chip sector & in '21 wanted to ⬆️production in China...Yet only #TSMC is making advanced chips in 🇨🇳 at the moment. Its Nanjing facility makes 28nm & 16nm chips, = SMIC's best” https://www.bloomberg.com/...
Financial Times
Sources: Samsung and SK Hynix are rethinking their China exposure after the US Chips and Science Act, which has qualified “guardrails” against China expansion
Last Friday AMD surpassed Intel in market capitalization: The Economic Times : As US eyes new China chip curbs, turmoil looms for global market Pranay Kotasthane / Technopolitik : ...
2022-08-01
“This yr #Samsung lost its 2 biggest foundry customers, #Qualcomm & #Nvidia, to TSMC, disappointed by co's inability to deliver stable volumes of 4 & 5nm chips that make up computer CPUs...#TSMC had 54% of foundry market in Q122, >3x Samsung's share” https://www.ft.com/...
Financial Times
A look at Samsung's mounting semiconductor problems: reportedly losing Qualcomm and Nvidia's business to TSMC, Galaxy S22 lagging iPhone 13's chips, and more
Financial Times : Tweets: @wholemarsblog , @crsdavies , and @chinabeigebook Tweets: @wholemarsblog : Samsung seeks to reassure markets over semiconductor competitiveness They lost...
2022-07-19
“A rift is emerging w/in the #chips industry..."#Intel may get $20B w/CHIPS Act + $10B under FABS Act. So $30B goes to your direct competitor & you don't get a penny? That'll cause problems in the mkt...as this will benefit just a few cos" @scottlincicome https://www.reuters.com/...
Reuters
Sources: several US chip makers have deliberated over whether to oppose the Chips Act if its final language disproportionately benefits manufacturers like Intel
2022-07-18
“Buy now, pay later” has taken root amongst young Chinese...#China's underdeveloped banking system has enabled the existence of a vast private lending grey mkt...while elders may borrow from family, digitally savvy Gen Z is used to seeking help online" https://www.scmp.com/...
South China Morning Post
Despite China's scrutiny of online credit, smaller services have spread; iResearch: the microlending penetration rate grew from 0.4% in 2014 to 69.2% in 2021
Yaling Jiang / South China Morning Post : Tweets: @chinabeigebook and @michaelxpettis Tweets: @chinabeigebook : “Buy now, pay later” has taken root amongst young Chinese...#China'...
2022-06-30
“Just buying cold medicine, which now requires registration w/an ID card, changed Guo's health code status. When she scanned a QR code to enter a public place in Beijing, “An alarm started beeping...everyone around me immediately backed away” https://www.ft.com/...
Financial Times
Officials in Zhengzhou, China, used a location-based health code system to prevent protests by forcing 1,000+ depositors of failing rural banks to quarantine
Financial Times : Tweets: @chinabeigebook , @ftchina , @mmaunder , @wessiedutoit , @empo11on , @dr_ulrichsen , @financialtimes , @alexisak , and @1br0wn Tweets: @chinabeigebook : ...