与「Beijing」相关的搜索结果

Even Chinese companies are signing LTAs now lol RTRS: - China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.

The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List. ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap. 1. Of the memory capacity allocated to consumer electronics in 2026, an estimated 15–20% is expected to shift to data centers in 2027, and that share could grow. 2. Due to tight memory (LPDDR) supply, Apple's actual pull-in volume of A20 chips in 2H26–1Q27 could be 10–20% below its original target (though part of that may reflect Apple’s own overbooking). ▌CXMT states in its IPO prospectus that its capacity is far below domestic demand. Given the persistent global memory imbalance, even if Apple’s lobbying succeeds and it buys DRAM from CXMT, that would not materially lower costs or fill the supply gap. Still, with the imbalance widening, Apple has every reason to secure an additional source. ▌This also explains why Apple is being more proactive this time than it was when it evaluated YMTC in 2022. YMTC was mainly about lowering NAND costs; CXMT is about managing DRAM supply risk. ▌Tim Cook is one of the few tech leaders who can still navigate both Washington and Beijing, so this is better handled before he steps down as CEO. Even if the effort goes nowhere, the media coverage can still leave the market with the impression that Apple tried but was constrained by U.S. policy. That may help ease frustration over price hikes and longer delivery times.

Many of my Chinese friends are quite intrigued by the German green's cultural war against air conditioning. One of them, who had extensive experience working with Heinrich Boell Stiftung (HBF, the Green party foundation) Beijing office, was dumbfounded by the blatant double standard. HBF Beijing office have 5 staff members. It has 5 air conditioning units for summer. For winter heating, besides the central heating provided by the building, it has additional 4 oil-filled electric radiators. So typical for the greens, austerity for the population, comfort and even luxury for themselves, at the cost of tax payers.

Japan's Prime Minister briefed her country with wet hair last night. Beijing would have detained the citizen who filmed it. At 10:29 p.m. on Friday, a magnitude 5.6 earthquake struck Japan's Yamanashi Prefecture, registering a maximum seismic intensity of lower 6 in the town of Fujikawaguchiko at the foot of Mount Fuji. By 11:15 p.m. — forty-six minutes later — Prime Minister Sanae Takaichi was standing at the Prime Minister's Office briefing the nation. Crisis management center activated. Director-general-level emergency gathering team convened. Human life first. Information to the public, promptly and accurately. She was also visibly straight out of the bath. Hair still wet. No makeup. Takaichi posted on her own X account a short time later, in plain language: she had come directly from the bath without time to dry her hair or apply makeup, and apologized for her appearance. She did not have to volunteer that detail. She chose to. That choice is the story. Because somewhere about 1,700 miles to the west, operating under the same physics but a very different political philosophy, the first hour after a magnitude 5.6 earthquake would have looked nothing like this. It would not have been spent activating a crisis center, dispatching emergency teams, and putting the head of government in front of cameras to admit she had rushed straight out of the shower. It would have been spent deciding what to tell the public, what to delete, and which citizen with a camera to detain. We know because we have watched it happen. In Wuhan in early 2020, the doctors who tried to warn the world about a novel coronavirus were summoned by police and forced to sign confessions for "spreading rumors." The citizen journalists who filmed the morgues and the sealed apartment doors — Chen Qiushi, Fang Bin, Li Zehua — were disappeared by the state. Fang Bin would later be sentenced to three years in prison; he was held for the duration. In Zhengzhou in July 2021, passengers drowned trapped in a flooded subway tunnel while state propaganda ran headlines about heroic rescue. When BBC correspondent Robin Brant asked the local government how a metro system less than a decade old could leave passengers to die on a platform, the Henan branch of the Communist Youth League posted his whereabouts to its 1.6 million followers and called for people to track him down. Death threats followed within hours. In Hebei in August 2023, when the floodwaters from Typhoon Doksuri had to go somewhere, authorities diverted them away from Beijing and into Zhuozhou — and the Hebei provincial Party Secretary, Ni Yuefeng, publicly declared the province would "serve as a moat for the capital." Videos of the submerged villages disappeared from Chinese social media within hours. And in Sichuan in 2008, after a magnitude 8.0 earthquake killed at least 5,335 schoolchildren in school buildings that collapsed while government offices nearby remained standing — what citizens named "tofu-dreg schoolhouses" — the writer Tan Zuoren tried to compile a list of the dead. He was sentenced to five years in prison. Huang Qi, the activist who tried to help the parents, got three years; in 2019, the Party gave him twelve more on state-secrets charges. He is still inside. The pattern is not a series of accidents. It is a system. In the People's Republic of China, the function of the state in a disaster is not to serve the public. It is to protect the Party from the public. Compare and contrast. In Tokyo on Friday night, the head of government decided that telling the country what she knew, forty-six minutes after the ground stopped shaking, mattered more than how her hair looked. In Beijing under any equivalent scenario, the head of government would not be at a podium for hours, or days. The citizens with cameras would already be on a list. Wet hair is not the real headline. Wet hair is the headline because of what it accidentally exposes: a democracy is a system that runs toward its citizens in the dark. A dictatorship is a system that hides from them. Sanae Takaichi did not need to apologize for her hair. The Chinese Communist Party owes apologies it will never make, to families whose dead it never named. ACI — Aric Chen | Insights

Breaking news: A small propeller aircraft crashed into Beijing’s tallest building on Friday, sending debris tumbling to the ground in the Chinese capital’s business district.

During a visit to the North Campus Project of the Palace Museum in Beijing, being built by CSCEC, C-stars Ruohua and Tha Satya from Thailand and Cambodia explored how red walls, golden roofs and traditional architectural details come together with seismic isolation and waterproofing technologies. The project is still taking shape, and they are already looking forward to seeing the completed museum.