I just landed in Shanghai 🇨🇳
I’ve had the best shrimp wontons ( 鲜虾馄饨) and I can’t believe how quiet the streets are.
There are people everywhere but EV adoption is huge, so it’s like a giant beast moving silently.
My hotel room AC goes down to 18 (real) degree and Chinese people are super kind and helpful.
A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:
The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.
Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.
"The agency would ban all imports of new transceiver models and then exempt many non-Chinese suppliers from the restrictions"
We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.
A key breakthrough for global fusion research. On July 28 local time in France, the sixth vacuum vessel sector module of the ITER tokamak was successfully hoisted and precisely positioned, bringing the total module assembly progress past the two-thirds mark.
Led by the CNNC Engineering Consortium, the international team completed the nearly 30-hour continuous operation with zero safety and quality incidents, continuing to contribute Chinese expertise to this landmark global scientific collaboration.
@BenTodar damn, some typos are not worth correcting. Some language(s), like Chinese, don't have plural forms 😆... Much simpler on the finger(s). Actually, Chinese is super hard to type, for me.