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ShanghaiPanda

@thinking_panda

Mar 2

Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable.
The company aims to improve the yield to 60%, bringing it closer to industry standards.
prnewswire.com/news-releases/…

Huawei plans to produce 100,000 Ascend 910C chips and 300,000 Ascend 910B chips in 2025—up from 0 and 200,000 units in 2024, respectively.
Huawei now accounts for over 75% of China's total AI chip production, highlighting its growing presence in the domestic semiconductor market.

Due to US trade restrictions, TSMC halted production of Huawei's AI chips in 2020.
Huawei has since shifted manufacturing to SMIC, ensuring continued chip production despite sanctions.

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ShanghaiPanda

@thinking_panda

Mar 2

According to the independent Kiel Institute in Germany🇩🇪, the actual value of the aid delivered by the US🇺🇸 to Ukraine🇺🇦 is $114.2 billion, and with $50 billion more is only promised.
However, the US is asking Ukraine to repay $500 billion, which is truly a cruel usury!😱

Of this $114.2 bln, only 46.6% is in the form of actual money, so that's $53.2 bln.
The remainder is in humanitarian aid and the lion's share, military aid - the money was paid to US companies.
(Zelensky looked so happy because he thought he was getting these shells for free👇)

So to summarize:
👉Total value of US aid to Ukraine: $114.2 bln.
👉Total financial aid (both loans, 20%, and grants): $53.2 bln.
👉Total amount invested in American defense companies: $68 bln.

Read 4 tweets

ShanghaiPanda

@thinking_panda

Mar 1

China must meet with Moscow ASAP.
The Americans have taken the strategic initiative here, and China needs to remind Moscow that American leadership is erratic and cannot be trusted.
Putin knows this already of course, but it never hurts to remind them.🇨🇳🇷🇺

Whatever plans China has for Taiwan, it needs to accelerate them.
Trump is isolating the US from all her traditional allies and client states, that includes Taiwan, South Korea, and Japan.

China needs to take advantage of this opening, and ride the wave of anti-Americanism is that is sweeping the Western world.
I'm increasingly confident that the US will not intervene if China moves on Taiwan tomorrow.
scmp.com/news/china/art…

Read 4 tweets

ShanghaiPanda

@thinking_panda

Feb 25

One reality people is not fully aware of is the nature of China's trade with the US - China has moved up to the top of the manufacturing value chain to sell the larger margin industrial export goods.
Trump is god's gift to the Chinese. Trump just keeps on giving.

Chinese have a good thing going.
Sanctions for consumer items lead to demand shift to lower cost locations.
Then Chinese are setting up shops there.
It doesn't show in China's $1 trillion surplus.
It's hidden income.

Why do you think President Xi’s BRI are most busy at building ports worldwide?
Below is China's ports worldwide.👇

Read 5 tweets

ShanghaiPanda

@thinking_panda

Feb 21

Two Pakistani students at Gannan Medical University in China, Yousaf Khan and Muhammad Rafeeullah Jawaad, have been lauded for their courageous and benevolent action in saving the life of an elderly man who suffered a sudden medical emergency at a Shanghai railway station.
🫡🇵🇰

The incident occurred in the early hours of February 7 at Shanghai Songjiang Railway Station.
Yousaf and Jawaad, during their trip to Shanghai, noticed an elderly man lying unconscious on the ground.
Recognizing the urgency, they immediately rushed to his aid.

Without hesitation, Yousaf began performing cardiopulmonary resuscitation (CPR) and mouth-to-mouth resuscitation while Jawaad assisted by monitoring the man's condition. After four rounds of CPR, the elderly man gradually regained consciousness and began breathing again.

Read 4 tweets

ShanghaiPanda

@thinking_panda

Feb 21

Clean energy contributed a record 10% of China’s gross domestic product in 2024... With sales and investments worth 13.6 trillion yuan ($1.9 trillion), the sector has now overtaken real estate sales in value.
theguardian.com/world/2025/feb…

“It’s a deliberate, strategic move for various reasons, including the fact that China is a major oil importer and so they want to improve their energy security and their balance of payments by not having to import oil to run their cars.”

“After the US election result lots of people were wondering what the implications of that would be for the global climate process. China already at Cop29 [last year’s UN climate conference] made it very clear that it was planning to continue doing what it’s doing.”

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