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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 33.3K followers, 262.3K 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 33.3K followers, 14.4K engagements


"iFlytek says its Spark X1 AI model is still the only open LLM that has been trained with Chinese hardware Compared with Nvidia A800 Huawei Ascend 910B training efficiency has improved from XX% at the end of 2024 to XX% says iFlytek. The next step is to improve to 80%. A800910B202425%73% 80%"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1933117108184891663) 2025-06-12 11:00:08 UTC 33.3K followers, 3092 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 33.3K followers, 316.6K 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 33.3K followers, 49.1K engagements


"China is applying state support across the entire A.I. tech stack from chips and data centers down to energy said Kyle Chan an adjunct researcher at the RAND Corporation a think tank"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945397623965327713) 2025-07-16 08:18:31 UTC 33.3K followers, 27.9K engagements


"Apples head of services has warned internally and even publicly that Apple risks becoming the next BlackBerry or Nokia if it doesnt adapt quickly. Roughly half of Cooks about XX direct reports are at least 60"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1944417053407920423) 2025-07-13 15:22:05 UTC 32.8K followers, 38.7K 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 33.3K followers, 397K 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


"Powerful op-ed today in the Financial Times by @stephenwertheim A New Cold War with China Wont Help the US"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945946097563656623) 2025-07-17 20:37:58 UTC 32.8K followers, 3497 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, 2681 engagements


"I'm blown away by the generous shoutout from @adam_tooze on the latest episode of Sinica He's too humble when he says he's still learning about China (aren't we all). This was a fascinating discussion about China and our current world-historical moment"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945816643336089657) 2025-07-17 12:03:33 UTC 33.3K followers, 8672 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, 33.8K 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, 13.4K 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, 12.3K engagements


"Fascinating interview with a top engineer at Waymo talking about the 1995 milestone and the long-tail problem:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946024961493078442) 2025-07-18 01:51:20 UTC 32.8K followers, 2074 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 33.3K followers, 33.4K 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 33.3K followers, 117.9K engagements


"Facing growing competition from China two of South Korea's largest shipbuilders--Hyundai Heavy Industries and Daewoo Shipbuilding--tried to merge in 2021. The merger was blocked by the EU due to overconcentration in LNG shipbuilding (Europe is almost half of LNG ship orders)"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1820017049139126311) 2024-08-04 08:40:53 UTC 33.3K followers, 18K engagements


"Obviously export controls on semiconductor manufacturing equipment make this much harder"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945096066291909079) 2025-07-15 12:20:14 UTC 33.2K followers, 1197 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, 37.6K 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 33.3K followers, 4205 engagements


"I found the case studies particularly illuminating: e.g. NJ AI Hub New York's Empire AI and Fargo North Dakota. Incredible work from @MarkMuro1 and Shriya Methkupally at @BrookingsMetro. Check out the executive summary and full report here:"  
![@kyleichan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::210702531.png) [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945551530980966849) 2025-07-16 18:30:06 UTC 32.8K followers, 13.7K 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 33.3K followers, 2230 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, 2751 engagements