Today, we welcomed Dutch King Willem-Alexander and President of the Republic of Korea Yoon Suk Yeol to our campus. Together, they explored our technology and discussed Dutch–Korean cooperation and semiconductor development.
To really understand China better: read @danwwang’s annual letter (if it rhymes...) Dan delivers every year, so read all of them. Of course he also writes about chips: “Beijing, in other words, is trying to make semiconductors sexy again.” 😎 Keep up the good work please!
My annual letter:
https://t.co/Jmu6LSRR87
This year I discuss China as a place that both moves fast & breaks things and moves fast & breaks people; Lem’s ocean; Mozart’s most strange and subtle opera; dynamism; the Sichuan Basin; prophets over pragmatists; Metaverse; and more.
@Blogaap Inderdaad fascinerend, maar behoorlijk wat interpretatie in het Asia Times artikel (en in deze tweet: “alle kaarten”). Originele Taipei Times artikel waar naar gelinkt wordt: https://t.co/x9SwFLitxg
THE ASML ODD LOTS
After teasing it as part of our chip series for months, @tracyalloway and I finally did an episode on $ASML, the Dutch powerhouse in advanced lithography
Great chat with our guest @crmiller1, who is writing a book on the company https://t.co/nnJPT9ZBvQ
@NOS Misschien dat @NOS bij berichten over dit onderwerp wat meer duiding kan geven en een plaatje van de Taiwan Air Identification Zone (ADIZ) kan laten zien?
@JBVossen Tja, "became sick enough ... that they sought hospital care". Iedereen die ziek is in China gaat naar het ziekenhuis, er zijn hier geen huisartsen... Deze thread geeft wat meer nuttige achtergrond informatie over dit sensatie-verhaal van de WSJ:
https://t.co/JZBvVYRGyr
@nthusharon@mattsheehan88@MacroPoloChina@damienics As you can read in the quote you used yourself, Taiwan is categorized as part of ‘Rest of the world,’ you can read the original article on my LinkedIn for more info...
Interesting thread where @mattsheehan88 shares the highlights of his Technology part of @MacroPoloChina's China Forecast 2025 report. As @damienics starts the report "Forecasting is a fraught exercise". So let's see which predictions will hold. A lot of interesting info in here.
Before my own analysis, shout-outs+reading on AI chips.
I learned lots from @CSETGeorgetown’s Saif Khan, @bartvanhezewijk, @FuDaoge, @macropolochina colleagues, @pstAsiatech + OTR convos w/ engineers. Links:
https://t.co/0tCCKlQ7Bl
https://t.co/ypZHMXqQF4
https://t.co/K185VCYZH7
This, by @ChadBown, gets to the heart of the internal contradiction (trade vs security) in Trump's China policy. One of the few goods for which China's imports outstripped its trade-deal commitments: semiconductors, the very thing the US is restricting. https://t.co/tOv6DXD6Af
@pstAsiatech Indeed, using CB Insights and CrunchBase as data source on Chinese companies makes the report a lot less convincing/interesting. Not enough good data...
Great thread and must-read article by @ChadBown about the impact of recent US export controls changes on the global semiconductor industry. Although targeted at Huawei, there’s a lot of collateral damage, including US’ companies/national security/foreign relations.
NEW: Tech War meets Trade War.
US semiconductors and manufacturing equipment make up nearly 25% of the goods in Trump's "historic" Phase One deal with China. His new export restrictions on high tech products are about to end that.
My latest 1/
https://t.co/8pbb2Maerq
Thanks @mattsheehan88! The original articles are published on my LinkedIn page, also their Chinese translations for those interested:
https://t.co/DJSjPJoDa8
These 2 pieces by @bartvanhezewijk are some of the best things I’ve read on China’s place in global semiconductor industry.
On the Big Fund 大基金: https://t.co/C2zDL3ct0J
China’s position in global semiconductor value chain: https://t.co/EF9tLav8Gs
The semiconductor industry is facing some serious challenges with the recent developments in the US-China tech war. To provide some insights into China's semiconductor industry, I analysed China's position in the global semiconductor value chain.
https://t.co/iEcLkFAyIP
Enthusiastic about innovation in the Netherlands and China? Join our team! See for our latest vacancy for Innovation Officer in Beijing: https://t.co/zJ5tTZY3iv
We are looking for a new colleague to join our Holland Innovation Network team at the Dutch Consulate in Shanghai. Please share! @hollandtrade@hollandhightech@minbz @ministerieezk @nlinchina
https://t.co/VwJUlwczVq