RebeccaFannin

Journalist, 5x time Author, Media Founder @SiliconDragon Ventures @siliconlands Keynote Speaker @LaiSpeakers Contributor @CNBC @Newsweek

[Mike Larson @RealMikeLarson]

Amid rising US-China tensions, how are tech sector CEOs and investors reacting? What's coming next? @rfannin shares her take in this week's @MoneyShow podcast 🎙️ 👇

The Tech Tug-of-War: US-China Relations and the Race for Innovation w/ R... https://t.co/TgSf1qlAMu via @YouTube

[RebeccaFannin @rfannin]

interesting reads this week, my book New Tech Titans of China! Thanks @FinancialExpress https://t.co/dFNMjH6GTF

[RebeccaFannin @rfannin]

Speaking about this soon

[Paul Triolo @pstAsiatech]

Big....Huawei says it has come up with a new pathway to shorten its gap with industry leader TSMC, potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment https://t.co/Z2GTZAAioB

[Paul Triolo @pstAsiatech]

Big....Huawei says it has come up with a new pathway to shorten its gap with industry leader TSMC, potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment https://t.co/Z2GTZAAioB

[RebeccaFannin @rfannin]

on Bloomberg TV's The China Show with anchors @YvonneManTV and @DavidInglesTV talking about how Chinese tech titans are under pressure today to innovate, tougher than before in this new era! https://t.co/TnlnvB55N6

[RebeccaFannin @rfannin]

Amazing symbolism. China EV CEO Lei Jun of Xiaomi taking a selfie with Elon Musk. My Silicon Dragon event in Shanghai circa 2017 featured Tesla launch in China. Who is tech titan now?

[X Freeze @XFreeze]

Elon completely stole the banquet 😂

He was already posing for someone else when Xiaomi CEO Lei Jun walked up to his idol asking for a selfie

Elon instantly poses with the funniest face

does the same funny expression with Apple CEO Tim Cook too

Now Elon became the MAIN attraction across Chinese media and the entire world 🤣

[X Freeze @XFreeze]

Elon completely stole the banquet 😂

He was already posing for someone else when Xiaomi CEO Lei Jun walked up to his idol asking for a selfie

Elon instantly poses with the funniest face

does the same funny expression with Apple CEO Tim Cook too

Now Elon became the MAIN attraction across Chinese media and the entire world 🤣

[RebeccaFannin @rfannin]

Amazing, the symbolism of China EV CEO Lei Jun taking a selfie with #Elon Musk at the Chinese banquet for Xi-Trump Summit. #XIAOMI #TESLA

[Jeff Li @jefflijun]

财新：一名了解Meta收购Manus交易的财务顾问人士告诉财新，目前，这一交易已经全部交割完成，Manus的投资方已经获得退出收益。Manus的创始团队也已经股权退出公司，且团队并入了Meta。

“我们不清楚交易最后能以何种方式被撤销，”财新采访的这位财务顾问人士表示

[Paul Triolo @pstAsiatech]

Huge...U.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough. The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and https://t.co/F7Cw4RzUqv to purchase Nvidia’s H200 chips.
A handful of distributors including Lenovo and Foxconn  have also been approved. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.
https://t.co/ImKegsAKn2

[James Wood 武杰士 @commiepommie]

Daniel Craig: The New Face of BYD's DENZA Luxury EVs.
What an amazing ad.

[The Wall Street Journal @WSJ]

China is increasingly dominating high-tech industries, while the low-value manufacturing sectors that powered the country’s rise are becoming less important economic drivers https://t.co/1k7jBQXEEm

[RebeccaFannin @rfannin]

as I've noted, innovation in the world's most ambitious economy is under pressure!

[Mike Forsythe 傅才德 @PekingMike]

As Trump Heads to Beijing, China Is ‘Locked and Loaded’ for a Fight - by @jotted and Murphy Zhao

https://t.co/UR7nuaGB5n via @NYTimes

[RebeccaFannin @rfannin]

Next stop, LA! for the annual China-California Business Forum, May 12, about cross-Pacific trade and investment opportunities. My panel is ready to go! Meeting leaders from @BayAreaCouncil @PortofLA, @CGCCUSA, Hainan Province #SiliconDragon https://t.co/STBhztNWCj

[Ying Shirley Meng @YingShirleyMeng]

For our global #battery community - let me share a short summary of China's Five-Year Plan (2026–2030) - for all of us who work in this area, it is critically important to know 👇

The FYP officially designates batteries and energy storage as part of the "New Quality Productivity" (新质生产力). The plan moves beyond just expanding capacity to focus on a "triple closed loop" of energy #infrastructure, #application scenarios, and #materials support.

1. The plan shifts significant R&D and industrial subsidies toward next-generation #chemistries to reduce lithium dependency and increase #energydensity.

All Solid-State Batteries (ASSB) is designated as a "critical breakthrough" area, supporting a move from #pilot lines to mass #manufacturing, specifically for high-end EVs and aerospace applications.

#Sodium-Ion Batteries are elevated to a strategic alternative to lithium. The goal is to establish a complete industrial chain by 2030, targeting grid-scale storage and low-to-mid-range EVs to mitigate lithium price volatility and supply risks.

Aqueous and Flow Batteries is
recommended for long-duration energy storage (#LDES) to support the national grid's stability. (note that China's grid is not privatized)

2. The 15th FYP aims to solve the "curtailment" problem of wind and solar through a massive #storagemandate.

Mandatory Pairing: New utility-scale renewable projects in "Sha-Gobi-Huang" (desert/barren) regions are generally required to pair with 20% to 30% storage capacity with at least 4-hour durations.

Pumped Hydro: A target to reach 100GW of operational pumped-storage hydropower by 2030.

New-Type Storage: Targeting over 80GW of "new-type" storage (batteries, compressed air, flywheels) by 2030, a significant jump from 2025 levels.

3. The "#BatteryPassport" & Carbon Tracking - For the first time, a FYP explicitly links battery production to a national "Carbon Accounting System"

The plan mandates the establishment of carbon labeling and footprint #standards for batteries. This is partly a response to international regulations (like the EU) to ensure Chinese exports remain competitive.

#Recycling & #Circularity: Implementation of a "Triple Closed Loop" system that mandates high recovery rates for lithium, cobalt, and nickel. It encourages battery as a service and standardized #batteryswapping modules to simplify recycling.

4. Integration & Infrastructure
Vehicle-to-Grid (#V2G): Policies to incentivize EVs to act as mobile storage units, allowing owners to sell power back to the grid during peak demand.

Zero-Carbon Industrial Parks will serve as "#sandboxes" for integrated solar-storage-charging #microgrids, aimed at achieving 100% renewable energy use at the factory level. (and the plan is 100 such parks in the next five years)

Strategic #MineralStockpiling:The plan emphasizes "sovereign digital stacks" and "resource security," calling for increased domestic exploration and overseas joint ventures for battery minerals.

[Jonathan Cheng @JChengWSJ]

China’s Cars Aren’t in the U.S., but Its Auto Parts Are Everywhere—Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America
@ryanfelton
https://t.co/ciEMSVxebD
https://t.co/ciEMSVxebD

[The Wall Street Journal @WSJ]

Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America. https://t.co/gdnMCF4DSn

[RebeccaFannin @rfannin]

I'm on the bookstore stage at 1pm this Friday.

[Special Competitive Studies Project @scsp_ai]

We're bringing together the authors shaping the most consequential conversations in AI, national competitiveness, and the future of American power. These aren't just books — they're the blueprints that policymakers, technologists, and strategists are actually reading.

Come meet the minds behind the work:

@SangerNYT
@KatrinaManson
@vincecable
@rfannin
@nxthompson
@eyckfreymann
@VogelMiriam
@RayEitelPorter
@ThisIsSoliman
@LindyKyzer
@SteveJFeldstein

If you're serious about understanding where the world is headed — and what it will take to lead it — this is your chance to go beyond the page.

📍 Walter E. Washington Convention Center
⏱️ May 7–9

Register for FREE. Link below 👇

[RebeccaFannin @rfannin]

great to do this interview with maverick investor @jkrane68 @KraneShares, one of the first to realize the potential of China tech. @SiliconDragon https://t.co/WbABQXOU98

[Michael Dunne @dunne_insights]

The last time these guys got together, Geely bought Volvo for $1.7 billion.

Ford Motor and China’s Geely held talks as recently as this year exploring whether the European tie-up they are negotiating could extend into the U.S.—a collaboration that would be politcally fraught https://t.co/5aYNyrk1Fw via @WSJ