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VOICE ARCHIVE

Lei Gong

@gonglei89
9 posts
2025-10-30
So uh China doesn't make any changes on rare earth export controls and gets tariff reductions. In case no one caught on China didn't actually start blocking REE exports when they announced controls and a “1 year agreement” can be ripped up unilaterally whenever they feel like it.
2025-10-30 View on X
Bloomberg

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips

US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …

Look no more! China got *all this* in exchange for some soy bean purchases and help on fentanyl, *and they didn't even give anything substantial on rare earth export controls except a promise to play nice for a year* 🤣🤣🤣 So much winning! Going to go eat some tacos now 😋 [image]
2025-10-30 View on X
New York Times

After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits

let the Chinas work it out; (2) remove the chips controls. China (1) removes rare earth controls; (2) agrees to sell TSMC to US investors and guarantees Demetri / @dimi : China's c...

So uh China doesn't make any changes on rare earth export controls and gets tariff reductions. In case no one caught on China didn't actually start blocking REE exports when they announced controls and a “1 year agreement” can be ripped up unilaterally whenever they feel like it.
2025-10-30 View on X
New York Times

After Trump and Xi's meeting, China says it will suspend its rare earth export controls issued on October 9 for one year, but says nothing about earlier limits

let the Chinas work it out; (2) remove the chips controls. China (1) removes rare earth controls; (2) agrees to sell TSMC to US investors and guarantees Demetri / @dimi : China's c...

Look no more! China got *all this* in exchange for some soy bean purchases and help on fentanyl, *and they didn't even give anything substantial on rare earth export controls except a promise to play nice for a year* 🤣🤣🤣 So much winning! Going to go eat some tacos now 😋 [image]
2025-10-30 View on X
Bloomberg

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips

US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …

2025-09-17
The real news here isn't the DUVi instrument itself, but that it's being employed for 7 nm, which means this isn't the first DUVi instrument people were waiting to hear more about, which wasn't 7 nm capable, but an iteration meant to replace ASML's more advanced DUVi equipment.
2025-09-17 View on X
Financial Times

Sources: SMIC is testing China's first domestically produced deep-ultraviolet lithography machine, aiming to reduce reliance on western chipmaking technology

SMIC takes significant step on road to wafer fab equipment self-sufficiency Ananya Gairola / Benzinga : China's SMIC Pilots Domestic Lithography Machine To Push 7nm Chips As Beijin...

2025-01-26
Tech bro culture in SV today is unrecognizable from the STEM nerd culture I grew up with. Until Americans figure out these are different things I'm skeptical they'll find quick answers against China. For decades they thought they were Tony Stark when they were actually Mysterio.
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

2023-03-06
Not all private enterprise are whales or titans. Not every private actor sees common identity or cause with other private actors. https://twitter.com/...
2023-03-06 View on X
Reuters

At the National People's Congress in Beijing, Tencent CEO Pony Ma and other executives were absent, as China boosts representation for its tech hardware sector

Tencent Holdings (0700.HK) founder Pony Ma and others from China's crackdown-hit internet sector will be absent …

2021-09-17
It's not that Xi feels threatened. The government is going after interest groups they feel will exploit media to try to game the process of deploying new regulatory policies. This is not a new dynamic but a progression of one that's been building for 6-7 years now. https://twitter.com/...
2021-09-17 View on X
Financial Times

China is cracking down on pessimistic financial blogs and social media accounts, as well as fraudulent ones; analysts worry independent voices will be silenced

Financial Times : Tweets: @chigrl , @depappas , @gordongchang , @carnage4life , @fritz844 , @sonaliranade , @campuscodi , and @gonglei89 See also Mediagazer Tweets: Tracy / @chigr...

2021-08-06
Communist Party of China destroying its internet platform companies by making them insure their delivery workers and contractors 😬 https://twitter.com/...
2021-08-06 View on X
Wall Street Journal

Sources: China plans to levy a roughly $1B fine on Meituan in the coming weeks for abusing its market position

The penalty for allegedly abusing its dominant market position could be announced within weeks, people familiar with the matter say  —  SINGAPORE—China's antitrust regulator …