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@pstAsiatech "A House committee focused on national security has subpoenaed JPMorgan Chase and Bank of America produce documents related to their roles in a Chinese battery giants initial public offering via @WSJ"
@pstAsiatech on X 2025-07-24 01:01:43 UTC 28.7K followers, XXX engagements

"Huge given circumstances around EDA tools over the past two months.Synopsys has won Chinese approval for a $XX billion buyout of Ansys clearing a key remaining hurdle for a deal to shore up the US firms dominance of chip-design software"
@pstAsiatech on X 2025-07-14 12:02:54 UTC 28.7K followers, 2791 engagements

"SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off Ground The Stargate venture introduced at White House event is now setting the more modest goal of building a small data center by year-end"
@pstAsiatech on X 2025-07-22 08:06:41 UTC 28.7K followers, 1030 engagements

"WHITE HOUSE UNVEILS AMERICA'S AI ACTION PLAN The White House"
@pstAsiatech on X 2025-07-23 14:39:05 UTC 28.7K followers, XXX engagements

"This. well done @deanwball the team at OSTP and the White House"
@pstAsiatech on X 2025-07-23 23:40:51 UTC 28.7K followers, 1094 engagements

"Why China is surging ahead of Trumps US in green energy race"
@pstAsiatech on X 2025-07-21 02:22:30 UTC 28.7K followers, 2400 engagements

"Well not quite. Depends on what you are talking about. US companies continue to be at the top of the leader board for AI models see Grok X and xAI. In terms of semiconductor design again Nvidia Apple Broadcom Qualcomm Marvell etc. all clear leaders in their market segments. Semiconductor manufacturing and packaging for advanced nodes TSMC hands down. It makes little sense talking about whether "US" or "China" is leading in a specific category need get down to the company level and all are part of globalized supply chains also"
@pstAsiatech on X 2025-07-16 11:16:48 UTC 28.7K followers, 1191 engagements

"Alibaba upgrades Qwen3 model to outperform OpenAI DeepSeek in maths coding"
@pstAsiatech on X 2025-07-22 11:23:32 UTC 28.7K followers, 1107 engagements

"Promoting The Export of the American AI Technology Stack The White House"
@pstAsiatech on X 2025-07-23 23:39:38 UTC 28.7K followers, XXX engagements

"Huang made it a point to wow his audience: donning a modernized Tang jacket posing with Lei locally celebrated for creating a smartphone to compete with Apple Inc. on social media lauding household names from Tencent Holdings Ltd. to Alibaba Group Holding Ltd. and ByteDance Ltd. All companies serving commercial sector primarily just to be clear Senator Warren"
@pstAsiatech on X 2025-07-16 11:25:22 UTC 28.7K followers, 2186 engagements

"In addition it is likely that part of the "mosaic" deal included Chinese approval of the acquisition of Anysys by US EDA tool major Synopsys. In an unusual release the Chinese State Admnistration of Market Regulation (SAMR) published a detailed account of its investigation of the deal and the conditions it is requiring both companies to meet for approval of the deal. See:"
@pstAsiatech on X 2025-07-15 13:58:03 UTC 28.7K followers, XXX engagements

"Return of Nvidia H20 chip to China clears AI bottleneck: Morgan Stanley Nvidia told its Chinese customers that the supply of the chips would be limited and that it did not plan to restart production of the model"
@pstAsiatech on X 2025-07-22 11:25:55 UTC 28.7K followers, XXX engagements

"Why Isn't China Catching Up With Elon Musks Starlink - The New York Times"
@pstAsiatech on X 2025-07-24 16:24:58 UTC 28.7K followers, 25.2K engagements

"#TheDeepSeekEffect DeepSeek is decoding Chinese destiny The AI companys ability to offer traditional fortune telling is proving popular as the economy slows via @ft"
@pstAsiatech on X 2025-07-24 14:19:37 UTC 28.7K followers, XXX engagements

"A swath of high-profile companies including Anthropic Blackstone Brookfield CoreWeave Google Constellation Energy and Meta are among those making investments as part of the initiative. The push comes as China has been ramping up its energy efforts particularly in renewable energy sources and coal"
@pstAsiatech on X 2025-07-15 21:15:18 UTC 28.7K followers, XXX engagements

"News Multiple 12-inch Wafer Lines in China Officially Commissioned Production has commenced for five 12-inch wafer lines from Runpeng Semiconductor Tiancheng Advanced Yandong Microelectronics Guangzhou Chip Semiconductor and Hua Hong Wuxi"
@pstAsiatech on X 2025-01-12 13:16:28 UTC 28.7K followers, 4627 engagements

"Not really no much more complicated. The real issue is what comes next as Nvidia canvassing of Chinese customer for H20 is likely to reveal preference for something different given that H20 is downgraded version of H100 which is not pretty far from cutting edge. The bigger issue is that there is no one driving the technology policy train in the administration and establishing a more coherent policy that preserves some flexibility for controls but avoids unnecessary collateral damage requires decisionmakers with a deeper understanding of a complex and fast changing industry and supply chains."
@pstAsiatech on X 2025-07-22 23:44:09 UTC 28.7K followers, XX engagements

"The final chip challenge: Can China build its own ASML Wrong question. Can China build something different that is as effective"
@pstAsiatech on X 2025-07-16 10:57:44 UTC 28.7K followers, 37.7K engagements

"Chinese Car Giants Rush Into Brazil With Dreams of Dominating a Continenent As the likes of Ford and Mercedes retreat Great Wall Motor and BYD are building factories and bringing affordable EVs and hybrids to one of the worlds biggest markets"
@pstAsiatech on X 2025-07-21 23:49:40 UTC 28.7K followers, 3491 engagements

"OpenAI prepares to launch GPT-5 in August The Verge"
@pstAsiatech on X 2025-07-26 04:04:29 UTC 28.7K followers, XXX engagements

"Significant.China warns of data theft via back doors in imported chips smart gadgets via @scmpnews"
@pstAsiatech on X 2025-07-23 00:32:05 UTC 28.7K followers, XXX engagements

"Tech and energy giants pour billions to turn Pennsylvania into an AI hub as part of Trumps tech push"
@pstAsiatech on X 2025-07-15 21:14:30 UTC 28.7K followers, 2630 engagements

"Big Tech lobbying surges as companies try to shape Trumps AI policy Hundreds of organisations are seeking to influence Congress and the White House via @ft"
@pstAsiatech on X 2025-07-23 23:24:27 UTC 28.7K followers, XXX engagements

"Intel to Lay Off XX% of Workers Cancel Billions in Projects in Bid for Rebound American chip-making giant faces strategic crossroads as it chases rivals like Nvidia and TSMC in the global silicon boom"
@pstAsiatech on X 2025-07-26 03:54:09 UTC 28.7K followers, XXX engagements

"Big.China's Baidu to bring its driverless cars to Uber globally"
@pstAsiatech on X 2025-07-15 12:54:07 UTC 28.7K followers, 61.4K engagements

"Nvidia said it was working to support the RISC-V chip architecture on its CUDA software platform a move expected to boost the open-source movement that China is betting on as part of its tech self-sufficiency drive"
@pstAsiatech on X 2025-07-22 11:19:54 UTC 28.7K followers, XXX engagements

"Thanks to @claychandler and the team at Fortune for putting together a great panel today on China US AI competition as part of Brainstorm AI Singapore And great fellow panelists @RevaGoujon @ruima and @hlntnr"
@pstAsiatech on X 2025-07-23 02:07:34 UTC 28.7K followers, 1570 engagements

"The Ministry of Commerce spokesperson answered questions from reporters regarding the US approval of the sale of Nvidia H20 chips to China"
@pstAsiatech on X 2025-07-18 11:01:50 UTC 28.7K followers, XXX engagements

"FuriosaAI the Seoul-based startup seeking to design chips to compete with Nvidia has sealed its first major contract months after rejecting an $XXX million acquisition offer from Meta"
@pstAsiatech on X 2025-07-23 02:37:50 UTC 28.7K followers, 1487 engagements

"Nvidia's resumption of AI chips to China is part of rare earths talks says US - "We put that in the trade deal with the magnets"--Lutnick Yes rare earth magnets are important"
@pstAsiatech on X 2025-07-15 23:34:47 UTC 28.7K followers, 3059 engagements

"Advanced Micro Devices CEO Lisa Su said that the chips her company gets from supplier TSMC cost more when theyre produced in the companys Arizona facilities. Said this years ago.probably more"
@pstAsiatech on X 2025-07-24 03:20:26 UTC 28.7K followers, 1563 engagements

"US Treasury chief says trade talks with China to continue next week in Sweden Beijing has yet to confirm Stockholm talks but Swedish Prime Minister Kristersson said in a post on X his country would play host to the US-China negotiations next week"
@pstAsiatech on X 2025-07-23 01:03:40 UTC 28.7K followers, 5259 engagements

"Promoting The Export of the American AI Technology Stack The White House"
@pstAsiatech on X 2025-07-26 03:51:12 UTC 28.7K followers, XXX engagements

"@ScottSpacek That is what H20s are used for. Inference for genAI models. A little knowledge can be dangerous"
@pstAsiatech on X 2025-07-24 16:38:46 UTC 28.7K followers, XX engagements

"Huge.Treasury Secretary Bessent on Bloomberg: H20 licensing part of a "mosaic' deal with China in Geneva and London. Admits that the deal overturns the ban on exports of H20 GPUs to China. Sales to resume soon"
@pstAsiatech on X 2025-07-15 11:13:34 UTC 28.7K followers, 52K engagements

"Huang has been outspoken over the past two months in particular about the failure of US export controls in the months since the Commerce Department informed his company of the H20 restrictions emphasizing that they only incentivize Chinese firms to improve their innovation capabilities and seize market share from US technology leaders. The decision by the Trump administration to take this action on the H20s vindicates Huang's assessment of the counterproductive impact of export controls"
@pstAsiatech on X 2025-07-15 13:58:02 UTC 28.7K followers, XXX engagements

"Chinese vice premier will be in Sweden on July 27-30 for trade talks with US: commerce ministry - Global Times"
@pstAsiatech on X 2025-07-24 04:40:28 UTC 28.7K followers, 1029 engagements

"US Japan agree trade deal lowering threatened Trump tariff to XX% via @NikkeiAsia"
@pstAsiatech on X 2025-07-23 06:27:28 UTC 28.7K followers, XXX engagements

"Synopsys and Ansys are Now United Synopsys Thanks #SAMR"
@pstAsiatech on X 2025-07-17 21:35:22 UTC 28.7K followers, 1030 engagements

"Always an honor to be on a panel with such smart people and Clay did a super job of moderating We should have had a full hour though given complexity of the topic.I wanted to get to the importance of AI safety for example and US China cooperation in this arena given that this will be huge topic of open and closed door meetings here around the World AI Conference this week.and I know Helen also has been doing deep thinking on this important topic"
@pstAsiatech on X 2025-07-23 02:48:46 UTC 28.7K followers, XXX engagements

"Accelerating Federal Permitting of Data Center Infrastructure The White House"
@pstAsiatech on X 2025-07-23 23:39:50 UTC 28.7K followers, XXX engagements

"There are no more blank checks Intel Chief Executive Lip-Bu Tan wrote in a memo to staff. Every investment must make economic sense. US fabs under CHIPS Act"
@pstAsiatech on X 2025-07-26 03:55:20 UTC 28.7K followers, XXX engagements

"Why Apple Is Losing Ground in the AI Talent War (Its Not Just Money) The Information"
@pstAsiatech on X 2025-07-22 16:12:07 UTC 28.7K followers, 1207 engagements

"TSMC delivered a record profit driven by robust chip demand for AI applications despite U.S. tariff uncertainty Yes but all those GPUs need to be shipped back to Taiwan for packaging then additional tariffs via @WSJ"
@pstAsiatech on X 2025-07-18 15:22:21 UTC 28.7K followers, 1283 engagements

"Nvidia AMD to resume shipments of modified GPUs to China following US framework agreement with China in Geneva and London. What is going on here Short thread. 🧵"
@pstAsiatech on X 2025-07-15 13:58:00 UTC 28.7K followers, 16.6K engagements