David Shen 沈朋達

Reporter at @CWM_en 天下雜誌, covering China and Cross-Strait relation. Prev @latimes @Focus_Taiwan. Tips: [email protected]

[David Shen 沈朋達 @spd00342]

Taiwan's indigenous people were required to use Japanese & Chinese names by colonists until they were allowed to return to traditional names in 1995. However, only about 5% of indigenous people use their "real names" currently./ w @StephanieAYang
https://t.co/SFqUuphGr4

[Josh Rogin @joshrogin]

“This is the most unpopular war in American history by far, and for good reason. And the way that these things work is that the longer that it goes on, the popularity goes down, not up, over time. And that is a calamity for the Republican party. But that’s not what’s important right now. What’s important is that it’s a calamity for the United States of America, for our national security, for our alliances abroad, for putting our troops in danger with no clear strategy of what achieves a victory and how to get them out of there and how does this end?”

“And without any of those answers, everybody can see that the administration is flailing about. And the way we know they have no strategy because the strategy changes every single day, with various justifications that don’t make any sense when compared to one another. And that’s where we are. And that’s a pretty sad state of affairs.”

“And yes, that’s going to be terrible for Republicans in November, but that’s really not the most worst thing about it. And Donald Trump doesn’t seem to care about that anyway.”

[Shanghai Macro Strategist @ShanghaiMacro]

The euro area’s trade deficit with China has now officially surpassed that of the United States—an underappreciated but significant shift in global trade dynamics.

An excerpt from this week’s China Onshore Focus, our weekly publication providing an on-the-ground, onshore perspective on investment-relevant developments:

“Trade frictions are increasingly migrating from the traditional US–China axis toward China–EU relations. China’s Ministry of Commerce has announced provisional anti-dumping measures on EU pork, extending tensions beyond industrial goods into agriculture and marking a more substantive phase of bilateral friction. Political rhetoric has also hardened, with French President Emmanuel Macron calling for a ‘rebalancing’ of EU–China relations.”

[𝚑𝚎𝚗𝚔 𝚟𝚊𝚗 𝚎𝚜𝚜 @henkvaness]

Seven German journalism students tracked Russian-crewed freighters lurking off the Dutch and German coast—and connected them to drone swarms over military bases.
https://t.co/NPWlepQz70 (1/6)

[Tom Nuttall @tom_nuttall]

Our cover this week is a triple profile of the surging populist-right parties in Europe's big three: Germany, France & Britain.

Here's my piece on the AfD, reported from the eyebrow-raising founding of the party's youth wing in Gießen last month. https://t.co/UxJhskVUYx

[Rush Doshi @RushDoshi]

This is a big deal. Essentially a reversal of the US export control policy on advanced chips. Possibly decisive in the AI race. Compute is our main advantage — China has more power, engineers, and the entire edge layer — so by giving this up we increase the odds the world runs on Chinese AI.

[Inter-Parliamentary Alliance on China (IPAC) @ipacglobal]

#BREAKING 🇹🇼 Taiwan’s Vice President @bikhim delivers breakthrough address to global assembly of lawmakers at #IPACBrussels25, marking the first-ever speech by a senior member of the Taiwanese Government in a foreign parliament.

#快訊 台灣副總統 @bikhim 在 #IPACBrussels25 向全球立法者大會發表突破性演說，這是台灣政府高層首次在外國國會發表演講。

＃速報　台湾の簫美琴副総統 ＠bikhiｍが、#IPACBrussels25の議員総会で画期的なスピーチを行いました。台湾政府重要幹部による海外の議会での演説は初めてのことです。

#ULTIMAHORA La Vicepresidente de Taiwan @bikhim da un discurso histórico dirigido a la asamblea global de legisladores en #IPACBrussels25, siendo el primer discurso dado por alto miembro del gobierno taiwanés en un parlamento extranjero.

[Neil Thomas 牛犇 @neilthomas123]

Who has Xi purged from the CCP Central Committee?

Attendance at next week's Fourth Plenum will reveal the extent of his recent "purge surge"

If all rumors are true, only 168/205 members (82%) and 159/171 alternates (93%) will be there

And only 17/44 of PLA members (39%)!

1/

[Finbarr Bermingham @fbermingham]

Looks like populist billionaire Andrej Babis will come out on top in Czech election

Known to be much friendlier to China than current government. Will this see an extension of Beijing’s "silk curtain" running through Budapest, Belgrade, Bratislava?

https://t.co/o1B9JzO294

[Eleanor Olcott @EleanorOlcott]

It's been over six months since DeepSeek launched R1, and the world is still waiting for its successor model from China's AI darling. In the meantime, many developers have shifted to Alibaba's Qwen3 series, which adapted many of R1's core ideas but made it easier and cheaper to use.

What's behind the delay?

DeepSeek's R1 model thrust it into the national spotlight. The company was tasked with accelerating Huawei's AI ecosystem by training its successor model on the Ascend chip. Despite having a dedicated Huawei team on site, it didn't work.

DeepSeek abandoned efforts to train on Ascend, a decision that has cost them precious time in this fast-moving race. It has instead doubled down on Nvidia for training, underscoring the challenges facing China’s drive to be technologically self-sufficient. It is still working with Huawei to make its upcoming model run on Ascend for inference.

It's unclear when R2 will come. Liang Wenfeng has said internally that he is dissatisfied with R2’s progress and has been pushing to spend more time building an advanced model that can sustain the company’s lead in the AI field.

More here https://t.co/xpnIiX5fK2 with @zijing_wu

[Michael Pettis @michaelxpettis]

1/4
Good article on how US tariffs are complicating the relationship between China and the EU. Some analysts argue that US tariffs will force China and the EU closer together as each diverts its exports from the US to the other.

https://t.co/LkDKInmw5n

[Eleanor Olcott @EleanorOlcott]

FT Tech News Editor @muradahmed and I did a deep dive into DeepSeek for this week's Tech Tonic Podcast.

We spoke about why the V3 and R1 models are so significant.

And why the real Sputnik moment isn't DeepSeek but the race to develop Chinese AI chips

https://t.co/aJOJJvMvWj

[Jennifer Kavanagh @jekavanagh]

Taiwan would be better off investing heavily in its own defense production.

Expensive U.S.-made ships & F-35s likely wouldn't arrive until well into the 2030s & would increase Taipei's dependence on Washington (& make easy targets for Chinese missiles).

[Andy Lin 林佳賢 @imandylin2]

🚨Scoop alert

Our months-long investigations found Russia is binge buying the world’s most coveted Nvidia AI chips despite sanctions. A mysterious Indian pharma company is pulling the strings. With @advait_px , @shruti838 , @v_dendrinou

https://t.co/GHVnn7jj3R

[Edward White @edwardwhitenz]

Xi's U-turn on the need for Beijing to shore up the Chinese economy: 'This isn’t ‘bazooka’, this is more ‘steady flame-thrower' via @FinancialTimes https://t.co/Si7LDhMeY5

[DSET Taiwan @TaiwanDset]

#DSET is pumped to welcome experts from think tanks and the #semiconductor industry across the US, JP, KR, EU, and Taiwan! 🌏 We’ll be focusing on #SupplyChainResilience amid volatile geopolitics in #Taipei on Sat, Oct. 12. 💡
Join here : https://t.co/W5J5vJn2D6

[Rintaro Nishimura | 西村凜太郎 @RinNishimura]

A lay of the land on potential candidates for LDP president in the post-Kishida era.
(NOTE: This is my personal list of potential candidates I'm tracking and is in no way an indication of who will run or who I think will win)

[Steven Yeo 楊時鈞 @shihjyunyeo]

✨New 3D Map Story ✨
We visualized the aftermath of the magnitude 7.2 earthquake that hit Taiwan in April, showing the extensive landslides in Hualien. The disaster has significantly affected Hualien’s tourism industry, which will need years to recover.

[Edward White @edwardwhitenz]

Shut out of the US by Biden's tariffs and facing a backlash in Europe, China's high-tech carmakers are poised to dominate the world's most important emerging markets. Via @FinancialTimes reporters in China, Brazil, Indonesia, Mexico, Japan and Australia. https://t.co/wk1NCFnlon

[David Shen 沈朋達 @spd00342]

@JChengWSJ @jiyoungjsohn 璇