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VOICE ARCHIVE

Zijing Wu

@zijing_wu
16 posts
2026-02-04
Setting the record straight re H200: - No license given from DC or BJ, no orders from China; - Process stalled by nat'l sec review, led by State dept; - Supply chain still paused & customs ban still in place Scoop w Mike & @AsiaLens https://as.ft.com/...
2026-02-04 View on X
Financial Times

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval

The state department has pushed for close scrutiny before approving export licences  —  Michael Acton in San Francisco …

2026-01-24
Latest on the Manus saga: * Review was triggered by a top leader's note post deal, expressing “selling young crops” concern. * Regulators' views are split: NDRC doesn't see Manus as vital, while MofCom checks for potential tech export violations https://www.ft.com/...
2026-01-24 View on X
Bloomberg

Sources: China deepens its probe into Meta's Manus acquisition in December to investigate cross-border currency flows, tax accounting, and overseas investments

2026-01-07
Beijing is reviewing if it should intervene in the Meta/Manus deal, on grounds of potential export control violation. Wants to discourage “Singapore washing”, while Manus tech isn't seen as too vital which may help the deal go thru. Scoop w @rwmcmorrow https://www.ft.com/...
2026-01-07 View on X
Financial Times

Sources: Chinese officials are reviewing Meta's $2B Manus acquisition for possible tech export control violations, including Manus' relocation to Singapore

Commerce ministry assessing whether deal for Chinese-founded group violates technology export controls

2025-12-10
Scoop: China adds domestic AI chips to official procurement list for first time - first written guidance w details to public sector buyers - annual contracts worth billions - actual rollout still faces resistance https://as.ft.com/...
2025-12-10 View on X
Financial Times

Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports

Zijing Wu / Financial Times :

Scoop: China adds domestic AI chips to official procurement list for first time - first written guidance w details to public sector buyers - annual contracts worth billions - actual rollout still faces resistance https://as.ft.com/...
2025-12-10 View on X
Reuters

Sources: Nvidia has privately demonstrated its unreleased location verification tech in recent months, which could show the country its chips are operating in

Nvidia (NVDA.O) has built location verification technology that could indicate which country its chips are operating in …

2025-12-09
Scoop: China considers to allow limited access to Nvidia's H200 chips - H200 will be allowed in but - companies will probably be required to justify why they need H200 vs local - other limits incl public sector can't buy & subsidy only for domestic chips https://as.ft.com/...
2025-12-09 View on X
Financial Times

Sources: Beijing is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency

but will Beijing want them? Taylor Herzlich / New York Post : China to restrict access to Nvidia's advanced H200 chips — as Trump looks to lift export curbs: report Maximilian Schr...

Scoop: China considers to allow limited access to Nvidia's H200 chips - H200 will be allowed in but - companies will probably be required to justify why they need H200 vs local - other limits incl public sector can't buy & subsidy only for domestic chips https://as.ft.com/...
2025-12-09 View on X
CNBC

President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to …

2025-11-27
Scoop: China's tech giants take model training offshore * Alibaba & ByteDance lead the trend * DeepSeek stands out as it still trains onshore, working closely w Huawei etc to optimise & codevelop the next gen of Chinese AI chips and ecosystem https://as.ft.com/...
2025-11-27 View on X
Financial Times

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips

Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs  —  Top Chinese companies are training …

2025-09-17
Scoop: China trials 1st advanced domestic DUV for AI chips - SMIC tests DUV from Yuliangsheng - Some parts still imported but majority made in China - Aiming for 7nm mass production as early as 2027 - EUV still early stages code named “Mount Everest” https://enterprise-sharing.ft.com/ ...
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...

2025-08-27
Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: 3 plants for Huawei + SMIC doubling (now ~30K WPM) *Cambricon 690 & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem https://enterprise-sharing.ft.com/ ...
2025-08-27 View on X
Financial Times

Sources: a Chinese fab making Huawei's AI chips is set to start production as soon as the end of 2025, with two more due in 2026; the fabs' ownership is unclear

Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia's top processors

2025-08-21
Scoop: Behind Beijing's sudden change of mind re H20 *Lutnick's speech seen “insulting” by top leaders *CAC, NDRC pushed to ban H20 *Guidances remain informal *Ban on all foreign chips for inference considered but unlikely before enough domestic supply https://enterprise-sharing.ft.com/ ... [image]
2025-08-21 View on X
Financial Times

Sources: China's H20 curbs were triggered by US Commerce Secretary Howard Lutnick's not selling China the “best stuff” remark, which officials found “insulting”

Comments by US commerce secretary trigger Chinese regulatory effort to stop tech groups buying H20 processors

2025-07-10
Scoop: Huang plans to meet Chinese premier Li Qiang next week; readies new China AI chip for Sep. Modified RTX Pro 6000. No HBM/NVLink. Good demand indicated after sample testing but not H20 level as Chinese clients seek to diversify. Free link: https://enterprise-sharing.ft.com/ ... [image]
2025-07-10 View on X
Financial Times

Sources: Nvidia plans to launch a Blackwell RTX Pro 6000 version for China, modified to meet President Trump's tightened export controls, as soon as September

Financial Times :

2025-05-20
Fun chat w/ Feng Ji, a top performing AI quants fundie: - Why quants is a fertile ground for AI start-ups like #DeepSeek - How a team of “nerds” and “geniuses” in their 20s with no finance background is disrupting industry - Young talents in China vs US https://www.ft.com/...
2025-05-20 View on X
Financial Times

Q&A with Feng Ji, the founder of top Chinese quant fund Baiont, on using AI to develop trading strategies, its small team, China's quant landscape, and more

The founder of one of China's top-performing quant funds explains how his team of young computer scientists are using machine learning to disrupt the sector X: @zijing_wu X: Zijing...

2025-04-17
Huang met with Chinese tech leaders including DeepSeek's Liang Wenfeng, to discuss the next generation of chips for China, two people with knowledge of the matter told us.
2025-04-17 View on X
Financial Times

Nvidia CEO Jensen Huang arrived in China on April 16 and visited Beijing on April 17, a source says to meet officials to discuss Trump's new chip export rules

Meetings with Chinese vice-premier and DeepSeek founder come after US clamps down on chipmaker's sales to China

2025-03-14
Latest w exclusive details: #DeepSeek is turning away money knocking at its door (vs OAI $20b raised in 10+ rounds & seeking $40b in new round at $260b valuation) 1/8 DeepSeek focuses on research over revenue in contrast to Silicon Valley https://www.ft.com/... via @ft
2025-03-14 View on X
The Information

Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports

DeepSeek's sudden rise to global stardom has earned the startup a status akin to national treasure in China. Bluesky: @bribox Bluesky: @bribox : Yeah, totally not state-sponsored. ...

Latest w exclusive details: #DeepSeek is turning away money knocking at its door (vs OAI $20b raised in 10+ rounds & seeking $40b in new round at $260b valuation) 1/8 DeepSeek focuses on research over revenue in contrast to Silicon Valley https://www.ft.com/... via @ft
2025-03-14 View on X
Financial Times

Sources: DeepSeek has shown little intention to further commercialize its tech in the near term, instead focusing on model development and building AGI

160-person team focused on developing new models TechRadar : OpenAI calls on US government to ban DeepSeek, calling it ‘state-subsidized’ and ‘state-controlled’ Diya Lal / Tech in ...