America has no operational hypersonic missile. China does. Our answer? Plywood replicas of their systems and photo ops for the Pentagon.

US copies Chinese HQ-22 missile to train for real-world combat share.google/jy7xlF7adMlN3n… The Pentagon’s latest prep for Chinese air defenses is not building better missiles or countermeasures. It’s building props.

(1/10)

Barrett’s back to save Intel, but China’s semiconductor war plan will leave America fighting for survival. Are we ready for what comes next

investors.com/news/technolog… Barrett takes over Intel. Beijing watches and plans. The semiconductor war is a slow, brutal campaign. Here’s how China responds. (1/18)

Trump’s tariff war is no master plan. It’s a sign the U.S. has run out of real leverage against a world moving on.

Trump expands use of tariffs to reach national security goals - The Washington Post share.google/tbb0o2cMViSLuY… The U.S. is running out of leverage. Tariffs are no longer a trade tool. They are a public confession of weakness.

(1/8)

Friedmanism sold us the market as gospel. Now we have no national grid, no public vision, and no idea what we lost

As electric bills rise, evidence mounts that data centers share blame. States feel pressure to act - ABC News share.google/TXqlB9EVEc79d5… Milton Friedman didn’t just change policy. He rewired America’s brain. For fifty years we have lived inside his worldview without knowing it.

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From toxic rare earth mines to women leading China’s tech rise this is the power shift no one saw coming

Confirmed - electric vehicles, solar panels and wind turbines depend on a single mine in China - and it is destroying its land and people share.google/DtIGhOek5Dkoyf… The Bayan Obo mine in Inner Mongolia is a scar on the Earth. It feeds the world’s wind turbines, EVs, and solar panels but leaves behind poisoned soil and toxic lakes. (1/11)

Donald Trump said China has no drug problem, and he is not wrong when you compare it with the US. In America, entire neighborhoods are gutted by fentanyl and meth. Addicts shoot up on sidewalks in broad daylight. Cities pretend it is compassion to look the other way. (1/5) In China, the idea of leaving people to publicly self-destruct is unthinkable. Dealers face life sentences or worse. Users are forced into treatment before they hit rock bottom. The social contract still says the health of the community comes first. (2/5)

Taiwan cries foul over “poached” engineers while its own chip giants run fabs, labs, and offices all across mainland China.

ft.com/content/18c51b… Liang Meng Song’s defection is no fluke. It’s the norm in the cross-Strait tech talent flow—and Taipei’s “poaching” narrative crumbles under the facts.

(1/9)

Taiwan cries “China steals our tech talent” while thousands of Taiwanese firms and hundreds of thousands of workers thrive in China.

Taiwan Is Now Investigating Over A Dozen China-Based Companies For Illicitly Poaching Local Talent share.google/2t3iDzehXd9uzg… Taiwan’s government screams “China is stealing our tech talent.” Let’s cut through the noise and look at the facts.

(1/10)

ASML bet billions to crush China’s chip rise. But China flipped the script and may have just made silicon obsolete. Here’s the full story.

ASML: Focus On What Will Not Change (NASDAQ:ASML) | Seeking Alpha share.google/U46lhHLNxczWvG… ASML’s High-NA EUV gamble was supposed to be the final nail in China’s semiconductor coffin. But Beijing didn’t just dodge the bullet. It rewrote the rules. Here’s how. (1/15)

Trump hits Brazil with coffee tariffs. China swoops in to give Lula’s friends five years of market access

BRICS Allows 183 Companies Direct Market Access to Bypass Tariffs share.google/cVMNKwlPv4cY5A… With the stroke of a pen, Trump slapped a 50% tariff on Brazilian coffee. One of Brazil’s most lucrative U.S. export lanes collapsed overnight. (1/8)

Intel’s new CEO holds two of the most sensitive chipmaking machines on Earth. Now Trump wants him gone. The story isn’t what you think.

marketwatch.com/story/trumps-c… Intel’s CEO Lip-Bu Tan didn’t sign up to be the scapegoat in America’s semiconductor cold war. Yet here he is, caught between Washington’s paranoia and global tech warfare. (1/8)

Nvidia GPUs Now Slowed by Outdated HBM Memory

Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a NAND-based alternative to HBM for AI GPUs — Move could enable 8-16x higher capacity compared to DRAM | Tom's Hardware share.google/R6hNhkQ7J3qdrL… TSMC can crank out 3nm AI GPUs for Nvidia all day. That’s not the problem. The problem is memory. And right now, there’s no HBM4 to feed those chips.

(1/13)

Five Chinese icebreakers near Alaska expose how weak the US Arctic presence really is. We’re behind, and it’s worse than you think.

China Deploys Five Icebreakers Near Alaska in Unprecedented Arctic Move share.google/1fpfxUI4MgNW0m… China just sent five icebreakers near Alaska. Not a research flotilla. These ships can smash through Arctic ice year-round. It’s the first time Beijing has operated more than three at once in the region. This is a clear power play. (1/10)

Apple just made a historic chip move in the US. It could also be the reason the iPhone gets wiped out in China. Here's why.

Apple Becomes First Company to Announce an ‘End‑to‑End’ Silicon Supply Chain Built in the U.S. share.google/xBrMRFrX9HSXRC… Apple’s “end-to-end U.S. chip supply chain” isn’t a triumph. It’s a death sentence in China. A thread. (1/9)

China Controls Taiwan's Chip Lifeline. The U.S. Just Found Out

The U.S. and China are engaged in a race over chip development — both countries are racing to build infrastructure | Tom's Hardware share.google/QHX5tC6wP5Aw5z… Taiwan, also known as the Republic of China, does not just trade with mainland China. It is embedded in it. The most complete semiconductor supply chain inside China is Taiwanese. (1/13)

The U.S. tried to choke China’s AI by banning Nvidia chips. It backfired. China turned the sanctions into Nvidia’s funeral.

tomshardware.com/tech-industry/… Nvidia didn’t conquer China. China used Nvidia. A thread on how U.S. sanctions gave Beijing the perfect opening to finish off Nvidia’s hold onAI chips. (1/11)

They said China would crumble. Instead, it rewrote the rules, outbuilt the West, and exposed the collapse of everything we were told to believe in.

ft.com/content/2ae9bf… There are only two ruling Communist parties left. Both had to kill Americans to survive. That’s not ideology. That’s history. (1/17)

Zuckerberg just dropped $100M to buy an AI brain trust the US can’t grow at home. China already won with 15-year-olds.

Who Is Winning the Artificial Intelligence Race? The US or China? - Bloomberg share.google/EzWAR5HiIilFiW… Zuckerberg just hired an entire AI “A-Team” by throwing mountains of cash at ex-Google and ex-OpenAI talent.

Media calls it ambition. It’s actually panic. (1/11)

China solved its drinking water crisis while the West debated nothing

China's $62 Billion Water Project "Diverts Hope and Resources" as Critics Slam Environmental and Human Costs at New Milestone - Sustainability Times share.google/QlYRaS6UUpweoi… China doesn’t just build for headlines. It builds to survive. The $62 billion South–North Water Diversion wasn’t just a canal. It was a lifeline for the North. (1/12)

Apple Still Cannot Escape China’s Grasp, As Veteran Reporter States That iPhones Made In India And Sold In The U.S. Are Still Dependent On The Decades-Old Supply Chain; Will Cause Company ‘Unwanted Friction’ share.google/H2WLMlKQHJ2UKP… Apple won’t be banned in China. It’ll be tolerated. That’s worse. A thread 🧵

(1/13)

China's exports dip and only America panics. Who's really in crisis? Hint: it's the buyer, not the seller. Here's what they're not telling you.

Many silver linings in China's export slowdown - Asia Times share.google/zSc81YQB6CHrpw… Only one customer is throwing a tantrum over China’s export slowdown. And it’s the one with 33 trillion in debt and no industrial policy. A thread 🧵 (1/12)