Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
William Huo Profile picture
William Huo
@wmhuo168
Princeton, Intel's first Chief Representative in Beijing.
3 subscribers
Mar 18 • 11 tweets • 2 min read
BYD’s 1 MW charging platform could make gas stations obsolete, adding 250 miles in just 5 minutes. But without a modern UHVDC power grid, the world’s grid may not survive the transition to ultra-fast EV charging.

yahoo.com/tech/explainer… BYD's new 1 MW charging platform adds 400 km (250 miles) in just 5 minutes, nearly matching gasoline refueling speed. 1/10
Mar 17 • 15 tweets • 3 min read
Nothing exposes a collapsing society like its suicide rate. China’s has plummeted to a third of America’s, while the U.S. is drowning in overdoses and despair. 50 years of neoliberalism destroyed the American Dream. Here’s the proof:

The suicide rate tells you everything about a society. In the 1990s, China had a suicide rate of ~23 per 100,000, higher than the U.S. Then China’s rate collapsed to ~5 per 100,000, while the U.S. surged past 15 per 100,000. The trend is undeniable. 1/14
Mar 16 • 13 tweets • 2 min read
China just dropped 3.98 trillion yuan ($550B) on science & tech—a 10% surge that screams one thing: full-speed decoupling from U.S. tech dominance. This isn’t just funding—it’s Beijing’s Manhattan Project for technological supremacy.

China’s 2025 budget allocates 3.98 trillion yuan ($550B) to science & tech, a 10% increase from 2024. This is a wartime-scale push for tech self-reliance amid U.S. containment. Beijing is making it clear: it’s in it to win it. 1/12
Mar 15 • 14 tweets • 2 min read
The U.S. threw $52B at semiconductor manufacturing, but there’s just one problem, nobody qualified to run the fabs. America outsourced not just chips but the skills to make them. The CHIPS Act won’t fix a talent shortage of decades in the making.

asiatimes.com/2025/03/us-chi… The U.S. wants to build a semiconductor industry. The problem? It doesn’t have the people to do it. Billions are being thrown at new fabs, but when it’s time to turn on the machines, there’s nobody qualified to press the button. 1/13
Mar 14 • 13 tweets • 2 min read
Wolfspeed bet big on silicon carbide, thinking the U.S. and Europe would shield it from Chinese competition. Now it's drowning in debt, losing customers, and watching China take over. Another American tech fantasy crushed by industrial reality.

seekingalpha.com/article/476714… Wolfspeed once dreamed of dominating silicon carbide semiconductors. Now it’s drowning in debt, crushed by Chinese competition, and begging investors for cash. A classic case of American hubris meeting industrial reality. 1/12
Mar 13 • 10 tweets • 2 min read
NVIDIA’s days in China are numbered. Huawei’s Ascend 910C, paired with domestic HBM3, is about to end its AI dominance for good. The U.S. tried to cripple China’s AI future—now it’s watching its entire blockade collapse in real-time.
wccftech.com/huawei-ascend-… NVIDIA’s China dream is over. Huawei’s Ascend 910C, paired with domestic HBM3, is about to shove it off the pedestal for good. The U.S. thought it could cripple China’s AI ambitions—now, it’s watching the AI blockade collapse in real-time. 1/9
Mar 13 • 9 tweets • 2 min read
Ray Dalio has quietly abandoned his Thucydides Trap chart. Why? Because China isn’t “catching up” anymore—it’s already ahead in key areas. Now, Dalio is warning about the real crisis: America’s debt-fueled decline. The race is over.

fortune.com/2025/03/12/nat… Ray Dalio has shifted his narrative. Once focused on the Thucydides Trap, showing China catching up to the U.S., he’s now more concerned with America’s unsustainable debt and financial decline. The rivalry is no longer a race but a question of U.S. survival. 1/8
Mar 13 • 9 tweets • 2 min read
The Economist wants you to believe ASML is the undisputed king of chipmaking. But China is tearing up the script with homegrown EUV, bismuth transistors, and a stranglehold on key minerals. The real race isn’t what they claim. A thread.

economist.com/science-and-te… ASML is not the sole gatekeeper of semiconductor innovation. While The Economist fawns over Western tech dominance, China is quietly dismantling the myth of Western supremacy in lithography. A thread on what they won’t tell you. 1/8
Mar 12 • 5 tweets • 1 min read
China just dropped a quantum bombshell: Zuchongzhi-3 is a million times faster than Google’s best. It solves problems in seconds that would take classical supercomputers billions of years. The quantum race just got real.

China has unveiled Zuchongzhi-3, a quantum supercomputer prototype with 105 qubits, developed by the University of Science and Technology of China (USTC). This marks a major leap in quantum computing. 1/4
Mar 10 • 13 tweets • 3 min read
Britain’s lies didn’t just start wars in the past—they're fueling one right now. From Poland in 1939 to Ukraine today, the West’s revisionist history keeps dragging nations into conflict. The cycle repeats, and the world sleepwalks into war again.

The West’s revisionist history has turned Poland into a revanchist state, laying the groundwork for today’s proxy war in Ukraine. Britain’s long tradition of historical manipulation continues to sow chaos, just as it did before WWII. 1/12

theguardian.com/books/booksblo…
Mar 9 • 10 tweets • 2 min read
Ray Dalio didn’t stop talking about the Thucydides Trap because it was wrong. He dropped it because the U.S. had already lost, and neither side wanted to admit it. The war for dominance never happened—China won without firing a shot.

thestreet.com/economy/billio… Ray Dalio stopped talking about the Thucydides Trap because by 2018, the U.S. had already lost, and neither side wanted to admit it. Washington couldn’t handle the truth, and Beijing had no reason to rub it in. The idea of a "rising China" was outdated. 1/9
Mar 9 • 10 tweets • 2 min read
China just developed its own EUV lithography tool, threatening to shatter ASML’s monopoly. The West’s tech blockade may have backfired—SMIC could soon be making cutting-edge chips with homegrown machines. The game is changing fast.

techpowerup.com/333801/china-d… China’s domestic EUV breakthrough could be a game-changer for the semiconductor industry. ASML’s monopoly, once thought untouchable, may be on borrowed time. Here’s why this matters and how the industry is about to shift. 1/9
Mar 7 • 10 tweets • 2 min read
China's hypersonic engine, capable of 20,000 km/h, could redefine global travel and military power. Imagine circling the globe in just 2 hours—faster than you can fly from New York to Paris. The future is here.

dailygalaxy.com/2025/03/china-… China's new hypersonic engine, capable of speeds up to 20,000 km/h, could transform global travel and military defense. It promises to cut flight times drastically, potentially circling the globe in just 2 hours. 1/9

Mar 7 • 10 tweets • 2 min read
The U.S. brags about semiconductor dominance, but without ASML’s EUV and China’s OSAT services, it’s standing naked. The emperor has no clothes—just borrowed tech and wishful thinking. Time to face reality. Image The Emperor Has No Clothes: The Stark Reality of the U.S. Semiconductor Industry. 1/9
Mar 7 • 14 tweets • 2 min read
China's manufacturing dominance in EV batteries, solar PV, and wind is reshaping global tech landscapes. The West is lagging, and the strategic balance of power is shifting. Are we prepared for this new reality?

The bar chart you uploaded provides a detailed comparison of the installed manufacturing capacities across various regions and sectors for the year 2023. 1/13
Mar 7 • 12 tweets • 2 min read
China just dropped a $138 billion tech war nuke—a 20-year state-backed fund to dominate AI, semiconductors, and quantum tech. The U.S. has no equivalent, just Wall Street short-termism. This could be the beginning of the end for U.S. tech supremacy.

China just announced a $138 billion National Venture Capital Fund to dominate AI, semiconductors, and quantum tech over the next 20 years. This is a systematic, long-term industrial strategy that the U.S. simply has no equivalent to. A thread. 1/11
Mar 6 • 9 tweets • 2 min read
China is about to pull the rug from under the US-led financial empire in Europe. By challenging Euroclear, Beijing isn’t just boosting the RMB—it’s dealing a blow to the neoliberal oligarchy that tried and failed to take down Trump. Image Europe has been terraformed into a vassal state of the American neoliberal oligarchy, serving as a financial and geopolitical pawn for Washington. But China’s latest move against Euroclear could shake this foundation and realign the global financial order. 1/8
Mar 5 • 13 tweets • 2 min read
Chinese warships just cruised past Australia, and AUKUS did nothing. No US fleet, no UK backup—just Canberra watching helplessly. Australia’s political class talks tough but is too weak to act. The illusion of security is crumbling.

9news.com.au/national/chine… Australia’s political class talks tough on China but does nothing. As Chinese warships cruise past Perth, the much-hyped AUKUS alliance is nowhere to be seen. No US fleet, no UK task force—just Canberra watching helplessly. 1/12
Mar 5 • 6 tweets • 1 min read
In a world where the U.S. bet on speculation and the financial game, China chose the road less traveled: building tangible goods and infrastructure. The result? A tectonic shift in global power dynamics.

China has taken a path that focuses on tangible goods—building infrastructure, manufacturing, and expanding trade routes. It’s a strategy rooted in reality, focused on the long game of real-world value. 1/5
Mar 5 • 10 tweets • 2 min read
The CHIPS Act is a $52B band-aid on a gunshot wound. While the U.S. scrambles to revive outdated fabs, China is racing ahead in quantum computing. If Beijing wins this race, it won’t need 5nm chips—America’s entire tech dominance will be obsolete.

The Biden administration’s CHIPS Act is a classic case of Washington’s reactionary industrial policy—throwing subsidies at fabs while ignoring the foundational research that drives true breakthroughs. Meanwhile, China is pivoting to the next frontier: quantum computing. 1/9
Mar 5 • 10 tweets • 2 min read
America was once the future. Now it’s a country that can’t build trains, makes nothing but financial bubbles, and fears competition. Meanwhile, China is racing ahead in AI, EVs, and infrastructure. This is how the U.S. fell behind—and why it may never catch up. America’s decline is self-inflicted. Once an industrial powerhouse, it has spent decades eroding its foundations through neoliberalism, financialization, and cultural distractions. Meanwhile, China surges ahead with strategic planning and relentless technological ambition. 1/10