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[@kyleichan](/creator/twitter/kyleichan)
"Xi Jinping questions whether every province needs to be developing industries in AI compute and EVs. From the Central Urban Work Meeting: When it comes to launching projects its always the same few things: artificial intelligence computing power and new energy vehicles. Is every province across the country supposed to develop industries in these exact directions General Secretary Xi Jinping viewing industrial planning from the perspective of acting in accordance with objective laws pointed out the root issues in development: We must firmly oppose formalism and bureaucratism and also address"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945924749798076757) 2025-07-17 19:13:08 UTC 33.4K followers, 264.3K engagements


"@bgurley SMIC and Hua Hong make high quality wafers although still lagging behind global leading edge (but making progress)"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1898052145145946611) 2025-03-07 16:44:30 UTC 33.4K followers, 14.4K engagements


"Big report from Brookings out today on the geography of AI in the US. Beyond Silicon Valley there are regional AI hubs emerging in places like Princeton Austin and Chapel Hill. Universities play a powerful role but so do local industries. Read here:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945551528514785629) 2025-07-16 18:30:05 UTC 33.4K followers, 317.1K engagements


"Its still funny to me how export controls turn everything upside down. You have Nvidias Jensen Huang calling Huawei formidable. And then you have Huaweis Ren Zhengfei saying the US exaggerates Huaweis achievements and that the company is still a generation behind. How often do you have companies talking up their competitors and playing down their own strengths"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945179941525479677) 2025-07-15 17:53:32 UTC 33.4K followers, 49.5K engagements


"Were going to need batteries for a bunch of things in addition to EVs: grid energy storage data center backup power drones robots etc. The US has ambitious battery startups trying new technology. Investors are excited (again). From @stevelevine:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1948476017661935671) 2025-07-24 20:10:58 UTC 33.4K followers, 15.4K engagements


"Chinese universities ranked above MIT Oxford Stanford in the new 2025 Nature Index: Zhejiang USTC Peking Tsinghua Nanjing Shanghai Jiaotong Sun Yat-sen Fudan Sichuan Chinas heavy investment in scientific research underpins all of its tech & industrial advances"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1933367957268410725) 2025-06-13 03:36:55 UTC 33.4K followers, 397.3K engagements


"China has been able to catch up in many industries where the global pace of innovation has been relatively slow like high-speed rail shipbuilding and automotive. Advanced semiconductors are a different story where you have companies like TSMC Nvidia and ASML"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945095478766456990) 2025-07-15 12:17:54 UTC 33.3K followers, 15.6K engagements


"AliHealth is Alibabas full-stack digital healthcare service: You can do telehealth visits get prescriptions via e-pharmacy delivered by Alibaba logistics buy insurance packages pay with Alipay all running on Alibaba cloud. Great piece by @RcjWang"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1944443939370545568) 2025-07-13 17:08:55 UTC 33.3K followers, 2685 engagements


"Could this mark a turning point in US industrial policy The US government will become the largest shareholder in rare earths producer MP Materials through a $XXX million direct investment giving it a XX% stake. More details in this slide:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1943515378933498335) 2025-07-11 03:39:09 UTC 33.3K followers, 33.9K engagements


"Highlights: - Of the global top XX semiconductor equipment makers X are now Chinese - Chinese firms only have X% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not due to state support like Chinas Big Fund - China measures its progress for semiconductor industrial policy in decades not years. Need to think about near- and long-term implications of US chip policy. Super interesting discussion Full video:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946121131418693692) 2025-07-18 08:13:29 UTC 33.3K followers, 13.5K engagements


"Difficult choices for Chinas semiconductor industrial policy: prioritize chip production today or chip production tomorrow"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946873550583029775) 2025-07-20 10:03:20 UTC 33.3K followers, 12.5K engagements


"Theres a major shift underway in how Chinese consumers view Chinese brands. Foreign luxury cars and other foreign brands used to be the biggest status symbols. Now we have a Chinese EV brand topping the charts for luxury car sales in China across both EVs and traditional cars. Chart from @technology:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1943006563582775626) 2025-07-09 17:57:18 UTC 33.4K followers, 33.6K engagements


"Synthetic diamond production is a cross-cutting tech-industrial capability kind of like CNC machines. For example they give China an edge in solar manufacturing. From @shashamimi"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1948299607223448036) 2025-07-24 08:29:58 UTC 33.4K followers, 6951 engagements


"Exciting personal news: I've just signed a book contract with Princeton University Press. My book will be about China's industrial policy from EVs and batteries to AI and robotics. It's aimed at both general readers and researchers in the style of my High Capacity newsletter"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267773807096106) 2025-07-21 12:09:50 UTC 33.4K followers, 123K engagements


"Nearly half (45%) of the market cap of China's XXX largest listed companies is financial services or IT (similar to S&P 500): X. Tencent X. Industrial & Commercial Bank of China X. Agricultural Bank of China X. Construction Bank of China X. Alibaba X. Kweichow Moutai (liquor)"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1940425647874355613) 2025-07-02 15:01:40 UTC 33.3K followers, 14.7K engagements


"A key advantage that has fueled the rise of Chinese biotech firms is their ability to conduct research cheaper and faster at every step of the way from lab experiments and animal testing to human trials. Big Bloomberg piece on Chinas biotech industry:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1944586581844635885) 2025-07-14 02:35:44 UTC 33.3K followers, 37.7K engagements


"I'll share the publication date when it's set (will take some time). In the meantime I'll continue my High Capacity newsletter: Please reach out to me if you have any ideas papers books contacts etc. My email is on my personal website (see bio)"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267775723885004) 2025-07-21 12:09:50 UTC 33.4K followers, 4592 engagements


"More on the 1995 autonomous vehicles project at CMU:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946024958188011736) 2025-07-18 01:51:20 UTC 33.4K followers, 2289 engagements


"Must-read discussion of Chinas push for industrial automation with Prof. Sun Zhongwei. A few highlights: - Chinas push for automation was due to labor shortage not the cause of it. Workers dont want factory jobs prefer pay and conditions at service jobs. Factories were struggling to find more workers. Around 2014-15 many factories across China began process of automation. No mass layoffs. Instead factory jobs went away through natural attrition. - Push for automation was partly driven by central government policy such as Made in China 2025 followed by parallel local government programs. -"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1948862471755743446) 2025-07-25 21:46:36 UTC 33.4K followers, 30.3K engagements


"The book will be part of the series "Princeton Studies in Contemporary China" co-edited by @MaryGao and Yu Xie. I'm very excited to work with them. Other authors in the series include: @LizhiLiu4 @YuhuaWang5 Kyle Jaros Ren Xuefei Andrew Walder:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267777686884446) 2025-07-21 12:09:51 UTC 33.3K followers, 3000 engagements