/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Byron Wan

@byron_wan
97 posts
2026-01-28
ASML will lay off 1,700 jobs, or 3.8% of the total — mostly in the Netherlands and US and largely at the leadership level. Will any of those 1,700 end up working for Chinese chip equipment makers? https://www.reuters.com/... [image]
2026-01-28 View on X
CNBC

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales

ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …

ASML will lay off 1,700 jobs, or 3.8% of the total — mostly in the Netherlands and US and largely at the leadership level. Will any of those 1,700 end up working for Chinese chip equipment makers? https://www.reuters.com/... [image]
2026-01-28 View on X
Bloomberg

ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market

Sarah Jacob /Bloomberg:NEW

ASML will lay off 1,700 jobs, or 3.8% of the total — mostly in the Netherlands and US and largely at the leadership level. Will any of those 1,700 end up working for Chinese chip equipment makers? https://www.reuters.com/... [image]
2026-01-28 View on X
Reuters

ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.

UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot

2025-12-18
This piece of news about Lin Nan (林楠), ASML's former head of light source technology in Netherlands, leading a team at 🇨🇳 Shanghai Institute of Optics and Fine Mechanics of CAS to achieve some EUV breakthrough didn't draw much attention when it came out in April this year... 🤔
2025-12-18 View on X
Reuters

Sources: China built a working prototype of an EUV machine in early 2025 with a team of former ASML engineers who reverse-engineered the company's EUV machines

In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent …

2025-09-16
‼️ In 2022, Meta found that 🇨🇳 Goertek had started selling a cheaper version of its VR glasses model — similar to the Quest — on local ecommerce platforms. Meta executives debated launching a lawsuit against its Chinese supplier, but ultimately decided against pursuing a case ‼️
2025-09-16 View on X
Financial Times

Sources: Chinese hardware maker Goertek is strengthening its grip on Meta's AI glasses supply chain, including making “Hypernova”, through a spate of dealmaking

similar to the Quest — on local ecommerce platforms. Meta executives debated launching a lawsuit against its Chinese supplier, but ultimately decided against pursuing a case ‼️ Blu...

2025-03-27
A leaked dataset of 133,000 text examples reveals how a sophisticated large language model is being designed to automatically flag any piece of content considered sensitive by the 🇨🇳 government. This AI system would supercharge China's already formidable censorship machine. [image]
2025-03-27 View on X
TechCrunch

A leaked Chinese dataset on “public opinion work” reveals 133,000 entries fed into an LLM designed to automatically flag content deemed sensitive by China

Charles Rollet / TechCrunch : X: @byron_wan . Forums: r/technology X: Byron Wan / @byron_wan : A leaked dataset of 133,000 text examples reveals how a sophisticated large language...

2025-03-02
🇨🇳 authorities are instructing top AI entrepreneurs and researchers to avoid visiting the US. They're concerned that 🇨🇳 AI experts traveling abroad could divulge confidential information about the nation's progress, and that executives could be detained and used as a bargaining [image]
2025-03-02 View on X
Wall Street Journal

Sources: China instructs its top AI leaders to avoid visiting the US over fears they could divulge confidential info or be detained and used as bargaining chips

Beijing increasingly views cutting-edge technology through national-security lens, putting executives on tighter leash @Kubota_Yoko https://www.wsj.com/... https://www.wsj.com/... ...

2025-01-28
It baffles me that Trump is slapping tariffs on allies like Canada and Taiwan while going soft on China...
2025-01-28 View on X
Bloomberg

Donald Trump vows to put tariffs on foreign chips “in the very near future” and calls DeepSeek's AI progress “a positive” and “a wake-up call” for US industries

President Donald Trump said he would soon impose tariffs on foreign pharmaceuticals …

2024-06-25
🇺🇸 Commerce Department is investigating 🇨🇳 China Mobile, China Telecom and China Unicom over concerns the companies could exploit access to American data through their US cloud and internet businesses by providing it to Beijing. The companies still have a small presence in the [image]
2024-06-25 View on X
Reuters

Sources: the US is probing China Mobile, China Telecom, and China Unicom for possibly providing Americans' data to Beijing via the companies' US cloud services

The Biden administration is investigating China Mobile, China Telecom and China Unicom over concerns the firms could exploit access …

2024-02-23
🔥 some internal files — mostly employee chat records in 2020-2022 — of 🇨🇳 security solutions company (with cyberespionage capabilities) I-SOON (安洵信息) have been leaked on Github... (quoted thread below) Some notes: * I-SOON has links with APT41 possibly as a contractor *... [image]
2024-02-23 View on X
TechCrunch

Researchers warn that hackers are exploiting ConnectWise's remote access tool via a flaw “embarrassingly easy” to exploit; ConnectWise has confirmed the attacks

2024-02-22
🇨🇳 I-SOON leak: files 44 and 46 contain tables enumerating data samples from targets — telcos, universities, government departments such as foreign ministries, hospitals, etc — in various countries including Afghanistan, India, Indonesia, Thailand, Myanmar, Vietnam, Malaysia,... [image]
2024-02-22 View on X
Washington Post

Leaked files detail Chinese state-linked hacking groups carrying out large-scale, systematic cyber intrusions against governments, companies, and infrastructure

A trove of leaked documents from a Chinese state-linked hacking group shows that Beijing's intelligence and military groups …

Service offerings of 🇨🇳 I-SOON (安洵信息) include penetration into specific targets and intelligence collection targeting countries such as India and Nepal, among others (file 59). [image]
2024-02-22 View on X
Washington Post

Leaked files detail Chinese state-linked hacking groups carrying out large-scale, systematic cyber intrusions against governments, companies, and infrastructure

A trove of leaked documents from a Chinese state-linked hacking group shows that Beijing's intelligence and military groups …

🔥 some internal files — mostly employee chat records in 2020-2022 — of 🇨🇳 security solutions company (with cyberespionage capabilities) I-SOON (安洵信息) have been leaked on Github... (quoted thread below) Some notes: * I-SOON has links with APT41 possibly as a contractor *... [image]
2024-02-22 View on X
TechCrunch

Researchers warn that hackers are exploiting ConnectWise's remote access tool via a flaw “embarrassingly easy” to exploit; ConnectWise has confirmed the attacks

“I can't sugarcoat it — this shit is bad," said Huntress' CEO  —  Security experts are warning that a high-risk vulnerability …

2024-01-13
Press releases from Georgia Tech (L) and Tianjin University (R) — supposedly collaborators on the same graphene semiconductor breakthrough research: George Tech: Walter de Heer led the research teams in Atlanta and Tianjin. Tianjin University: Ma Lei led the research with NO... [image]
2024-01-13 View on X
Wall Street Journal

A joint US-China research effort finds that graphene can act as a semiconductor, but experts say graphene chips face immense manufacturing hurdles and costs

Amid global race for semiconductor supremacy, a joint U.S.-China research effort finds promise in the material, although the path to large-scale production is years away.

🚨 In Georgia Tech's press release the 🇨🇳 Tianjin team seems to be just a collaborator, but guess what? In most news releases on this graphene semiconductor breakthrough in China there's absolutely no mention of Georgia Tech at all — a few screenshots are attached (from Tianjin... [image]
2024-01-13 View on X
Wall Street Journal

A joint US-China research effort finds that graphene can act as a semiconductor, but experts say graphene chips face immense manufacturing hurdles and costs

Amid global race for semiconductor supremacy, a joint U.S.-China research effort finds promise in the material, although the path to large-scale production is years away.

Ma Lei (马雷), co-leader of the graphene semiconductor research (with Georgia Tech) and the Executive Director of Tianjin International Center for Nanoparticles & Nanosystems at Tianjin University, is apparently affiliated with a research institute under Bright Stone Innovation... [image]
2024-01-13 View on X
Wall Street Journal

A joint US-China research effort finds that graphene can act as a semiconductor, but experts say graphene chips face immense manufacturing hurdles and costs

Amid global race for semiconductor supremacy, a joint U.S.-China research effort finds promise in the material, although the path to large-scale production is years away.

2024-01-02
ASML had licenses to ship three top-of-the-line deep ultraviolet lithography machines to 🇨🇳 firms until January when new Dutch restrictions take full effect. However, US officials reached out to ASML to ask them to immediately halt pre-scheduled shipments of some of the machines... [image]
2024-01-02 View on X
Bloomberg

Sources: ASML canceled shipments of some of its machines to China at the US' request, weeks before export bans on the high-end chipmaking equipment took effect

- ASML canceled shipments of a liminted number of devices  — Biden is cracking down on Beijing's semiconductor industry

2023-12-17
A 🇨🇳 government-linked group dubbed Spamouflage Dragon has been running the largest and most massive 🇨🇳 propaganda and disinformation campaign ever to promote Chinese policies, criticize dissidents and mock westerners. The group has infiltrated all corners of social media — its... [image]
2023-12-17 View on X
Bloomberg

How Spamouflage Dragon, China's largest disinformation campaign per Google and Meta, infiltrates platforms to promote Chinese policies and criticize dissidents

its... [image]

2023-12-16
A 🇨🇳 government-linked group dubbed Spamouflage Dragon has been running the largest and most massive 🇨🇳 propaganda and disinformation campaign ever to promote Chinese policies, criticize dissidents and mock westerners. The group has infiltrated all corners of social media — its... [image]
2023-12-16 View on X
Bloomberg

How Spamouflage Dragon, China's largest disinformation campaign per Google and Meta, infiltrates platforms to promote Chinese policies and criticize dissidents

‘Mold of the internet’ has appeared on 50 platforms, researchers say  —  When a Twitter account for Utah business coach Spencer …

2023-11-09
Nvidia is planning to release three new chips — HGX H20, L20 PCIe and L2 PCIe — for China. The company could announce them on Nov 16 at the earliest. https://www.reuters.com/... [image]
2023-11-09 View on X
Bloomberg

Chinese state-affiliated outlet Chinastarmarket says Nvidia plans to release three new H100-based AI chips in the country in the coming days, after US sanctions

- US is further limiting China's access to advanced silicon  — Nvidia's gaming graphic card is also affected by new US rules