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William Huo Profile picture
William Huo
@wmhuo168
Princeton, Intel's first Chief Representative in Beijing.
26 subscribers
Jul 6 • 14 tweets • 2 min read
China just flipped the global energy game with a meltdown-proof reactor that's safer, cheaper, and now ready for export.

Farewell to oil - China activates its new ‘extreme’ nuclear reactor and exports it to the world to lead the energy revolution share.google/LSupXiXJZTO2EM… Farewell to Oil: China’s meltdown-proof nuclear reactor isn’t just live. It’s for sale.
A thread on how Beijing cracked the energy export code while the West stalled.

(1/13)
Jul 6 • 13 tweets • 2 min read
Tokyo Electron says it’s pulling ahead of China in chipmaking tech. But here’s what they’re not telling investors: China is already building 5nm chips without them.

trendforce.com/news/2025/06/3… Exhibit Q15: Tokyo Electron’s Hopium Is Dead

Tokyo Electron’s CEO claims the company is ahead of China and that the gap will keep widening. This isn’t a forecast. It’s a coping mechanism. The future does not include TEL. (1/12)
Jul 6 • 11 tweets • 2 min read
Planet Prison USA

America has a quarter of China’s population but twice the prisoners. No other nation turned incarceration into a for-profit industry.

America is the only country where prisons come with shareholders.
Private firms run facilities for profit. Contracts demand 90% occupancy. The state must keep cells filled, guilt optional. This isn’t criminal justice. It’s customer acquisition.

(1/9)
Jul 5 • 9 tweets • 2 min read
Vietnam’s export boom is real. But the story you’ve been sold is fake. Behind the curtain is a flood of Chinese goods, quietly rerouted to dodge tariffs and fool the headlines. Let’s talk about the scam no one wants to admit.

Vietnam's manufactured exports per capita are 50% higher than China's.

So why don't you hear any Wall Street Journal op-eds about Vietnam's "overcapacity crisis"? Why isn’t Brussels screaming about unfair competition? (1/8)
Jul 5 • 13 tweets • 2 min read
But this isn’t about environmental sainthood. It’s about survival. It’s about cleaning up after Mao’s ecological arson.
Time for a thread. (Exhibit Q17)

China is the world champion of afforestation. Over 80 billion trees planted since 1980. An entire continent’s worth of green cover restored. (1/12)
Jul 5 • 20 tweets • 3 min read
A grandma in Guizhou hugs her son twice a year, not once a decade. A migrant gets home for New Year without a 36-hour bus ride. A founder signs a deal in Hangzhou, sleeps in Chengdu.

This isn’t a train story. It’s what a nation makes possible.

newsweek.com/china-high-spe… China’s CR450 isn’t just a faster train. It’s a civilizational leap. Newsweek missed the plot and protected Milton Friedman in the process.

They talked specs. But they ignored what happens when 1.4 billion people can move at 400 km/h. (1/18)
Jul 5 • 12 tweets • 2 min read
The man who tried to break China’s currency in 1998. Soros’ right hand. Now floated to run the Fed under Trump.

You can’t make this up.

bloomberg.com/news/articles/… Exhibit Q15: The Bessent Float

If Soros had an adopted Louisiana Huguenot son, it would be Scott Bessent. Practically George’s alter ego. Let that sink in.

Bloomberg just floated him as the next Fed chair. (1/11)
Jul 5 • 13 tweets • 2 min read
They solve puzzles and dream in color.

Now we’re freezing them alive for sushi. 🧵

“This Should Never Have Happened”: Scientists Horrified as World’s First Octopus Farm Sparks Ethical and Ecological Uproar - Sustainability Times share.google/OgGIFO1Hg1WIMU… Octopuses aren’t livestock. They are sentient beings with 500 million neurons, most of them in their arms. They can open jars, recognize humans, and solve puzzles. You’re not eating seafood. You’re eating an alien intelligence. (1/12)
Jul 4 • 11 tweets • 2 min read
They said silicon would reign forever. China built a transistor without it. Western media looked away.

“They Just Broke Physics”: Scientists Unveil Quantum Leap That Could Make Silicon Obsolete With 1,000× Faster Electronics - Sustainability Times share.google/NkImHEuGJ6SFqW… Western media is buzzing about a “quantum leap” at Northeastern University that could make silicon obsolete. Here's what they won’t tell you. Chinese scientists already built a scalable, working transistor that doesn’t use silicon. (1/10)
Jul 4 • 13 tweets • 2 min read
Intel just scrapped its most advanced chip plan. Behind the headlines is a truth Washington won't face. America can’t build fabs because it refuses to do what fabs require.

Intel Just Blinked—And It Could Mean A Breakup Is Coming share.google/BUJdbGnhIOFEXe… Intel didn't just pause its 18A node. It exposed the entire farce of America's semiconductor comeback. The truth is simple. The U.S. can't rebuild fabs because no one in power wants to admit what fabs actually are. Thread follows. (1/12)
Jul 4 • 13 tweets • 2 min read
Here’s the follow-up thread: Karloff’s Gymnasium, the economic logic behind China’s rise. No monopoly rents. No offshore pillaging. No sermon. Just capacity and scale. Built to match the civilizational framing you laid out.

ideas.repec.org/p/hku/wpaper/2… Western power is built on rent extraction. Colonial trade routes, oil-dollar regimes, pharma patents, financial instruments. The game is to sit on choke points and charge fees. (1/12)
Jul 4 • 14 tweets • 2 min read
Everyone compares China to the US. That’s a mistake.
The real contrast is Israel.
One is messianic.
The other is civilizational.
The West understands neither.

unherd.com/2020/08/the-ir… Israel is messianic. China is not. This isn’t moral framing. It’s a civilizational divide. One acts through divine purpose. The other through historical continuity. (1/12)
Jul 4 • 14 tweets • 2 min read
The U.S. budget has passed. Here’s what it really means for you, and it’s ugly. 🧵

The political class just dropped a ticking debt bomb into every American household. You won’t read this in polite media. But you’ll feel it soon enough. (1/13)
Jul 4 • 14 tweets • 2 min read
Goodbye to gold in the US - Germany, France, and the Netherlands pressure the United States to recover their gold reserves amid growing financial tensions share.google/PXYV6Pgkm38wl2… The first frontal assault on the primacy of the US dollar has begun. Not with bombs or sanctions. With a simple question: Where’s our gold?

(1/13)
Jul 3 • 14 tweets • 2 min read
"BRICS to launch guarantee fund to boost investment in member nations, sources say"

Exhibit Q15
The first frontal assault on the U.S. dollar’s dominance has begun. BRICS just launched a guarantee fund that cuts out Washington, Wall Street, and the Fed.

(1/13)
Jul 3 • 13 tweets • 2 min read
Exhibit Q15: Samsung’s Texas Fab Delay Shatters the Myth of Market-Driven Chipmaking

Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers' | Tom's Hardware share.google/oQyN7Dsib0kEhk… No company has ever bought a Hi-NA EUV lithography machine without government money. Not Intel. Not TSMC. Not Samsung.
(1/11)
Jul 3 • 10 tweets • 2 min read
China’s top AI contender just hit pause on its most anticipated model. No NVIDIA chips. No Western safety net. DeepSeek is rewriting the playbook, and the West should be nervous.

thetechbasic.com/2025/06/26/dee… Exhibit Q15: DeepSeek isn’t waiting for permission from NVIDIA. Or anyone else.

Liang Wenfeng made one thing clear. R2 will only launch when it meets a high standard. This isn't delay. It's a refusal to compromise. (1/9)
Jul 3 • 13 tweets • 2 min read
India mistook iPhone assembly for leverage. Apple and Foxconn took the subsidies.

Leave India…: Foxconn to hundreds of Chinese engineers and technicians working at iPhone factories in India - Times of India share.google/sTZ7Q0uM74o84X… Apple–Foxconn was never India’s golden ticket. It was a lesson in mistaking rentier assembly work for strategic leverage. Here's how it backfired. (Exhibit Q14) 🧵

(1/12)
Jul 3 • 21 tweets • 2 min read
Exhibit Q13: The Indo-Pacific Delusion

India didn’t lose its neighborhood in war. It lost it to a word.
“Indo-Pacific” was the term that seduced Delhi into playing second fiddle in a U.S.-led containment strategy.
China didn’t retaliate. It moved in. The day India embraced “Indo-Pacific,” it gave up Asia-Pacific.
That term centers China. This one flatters India.
Beijing saw it for what it was. So did the rest of the region. (1/18)
Jul 3 • 8 tweets • 2 min read
The Dalai Lama just handed over the power to pick his next reincarnation to a financial trust. Beijing is furious and vows to ignore it. This battle will decide Tibet’s future—and the stakes could not be higher.

straitstimes.com/asia/explainer… 🚨🇨🇳 Dalai Lama says his Financial Trust will decide his reincarnated successor, breaking centuries of Tibetan Buddhist tradition.

He insists the institution will continue, but the successor will be born outside China and rejects any Beijing-chosen candidate. (1/7)
Jul 3 • 8 tweets • 2 min read
Iran just dropped GPS for China’s satellite system.

This isn’t just tech. It’s missiles, alliances, and a new world map.

freedomsphoenix.com/News/381087-20… BREAKING:
Iran has cut off the U.S. GPS system.
It now runs entirely on China’s BeiDou satellite network.
American signals are blocked inside Iranian territory.
This is not just decoupling. It is hard alignment.

(1/11)