“In the past, Chinese firms felt that using indigenous EDA tools was not as convenient as foreign ones,” says Zhang Guobin, founder of Eetrend. “After the latest ban, they realize even if they don’t adopt domestic EDA immediately, they must have it as a backup.”
www.thewirechina.com/2025/07/20/t...
“China presents significant revenue for Western EDA companies that can’t be easily replaced elsewhere,” says Woz Ahmed “Secondly, they know that each time they’re leaned on by the U.S. government, it’ll only speed up Chinese efforts to replace them.”
While the temporary ban gave Washington some leverage in the most recent trade negotiations, it has also served as a fresh wake-up call for the Chinese semiconductor industry to get its act together on EDA.
The easing of the restrictions on the export of chip design software to China has come as a relief to the U.S. companies and their Chinese customers. But it may be too early to celebrate.
“David might be described as the ‘conscience’ of Hong Kong’s financial markets,” says Ashley Alder, former CEO of market regulator SFC. “He fought tirelessly for the rights of ordinary investors in companies controlled by powerful interests."
The Hong Kong activist investor David Webb made one of his last public appearances at the Foreign Correspondents' Club last week. I spoke to former government folks/financial regulators and fellow investors about his legacy.
www.thewirechina.com/2025/05/18/h...
As bad as the past decade has been, commercially and politically, for the Chinese book publishing industry, the next decade is certain to be even worse. @rachelcheung.bsky.social talks to industry executives, editors and booksellers about their struggles.
A wave of out-licensing deals has raised China’s profile as a biotech innovation powerhouse. The question is if such partnerships can continue to thrive under the Trump administration, which has vowed to scrutinize Chinese investments in biotech and healthcare.
Data: PharmaDJ
While many industry insiders view new CEO Lip-Bu Tan as Intel’s best chance to restore the U.S.'s chipmaking capability at a critical time, he is also a surprising choice because of his longstanding and prolific investments in the semiconductor industry in China.
“And right now, the U.S. and other key markets such as France are way behind when it comes to securing supply for the long term.”
www.thewirechina.com/2025/03/02/b...
“China is playing the long game when it comes to nuclear and uranium. They’re clearly looking a decade-plus down the road, making sure that it can acquire and maintain a supply of uranium,” says Jonathan Hinze, president of UxC.
The U.S.'s negotiation of a minerals deal with Ukraine descended into a public spat last week. China, on the other hand, has been doing more and planning far ahead in obtaining the uranium it needs to power its growing fleet of nuclear reactors.
Data: World Nuclear Association
In this week's cover story, @eliotchen.bsky.social and I look at which Chinese business leaders were invited to meet with Xi Jinping on Monday, the sector they represent, and what it says about Beijing's priorities.
“But does that mean there’s been a 180-degree turn and [these companies] don’t have to worry? I would say absolutely not," says Roberts a Nonresident Senior Fellow at the Global China Hub. Thanks @rachelcheung.bsky.social for reaching out for my thoughts. www.thewirechina.com/2025/02/21/a...
New: @rachelcheung.bsky.social and I went frame by frame to provide the most comprehensive look at which Chinese business leaders were invited to meet with Xi on Monday.
They include many surprises and companies you may never have heard of:
www.thewirechina.com/2025/02/21/a...
In this Q&A with @rachelcheung.bsky.social, Mark Clifford talks about his new book, 'The Troublemaker: How Jimmy Lai Became a Billionaire, Hong Kong’s Greatest Dissident, and China’s Most Feared Critic', as well as his hopes for a political solution in Hong Kong. https://buff.ly/40Ep311
#LuSiwei, the human rights lawyer extradited to #China from Laos, is barred from communication from detention with his family, languishing with health problems due to lack of medicine and malnutrition, said his wife, citing a recent visit by Lu's lawyer.
#ArbitraryDetention #Torture
Very well-researched article, @rachelcheung.bsky.social. Will include it in my syllabus for the course "History of U.S.-China Relations, 1949–2025" for the Spring 2026 semester.
I look at the story of Origin Quantum, a 7 yro startup at the heart of China's efforts to an indigenous quantum computer and is blacklisted by the U.S.; but we also spoke to others like Xiang Jingen, cofounder of SpinQ, who believes one cannot build a quantum computer behind closed doors.
The U.S. wants to be prepared for whatever quantum technologies bring, but is it time to rightsize the threat from China? I examined some of the common narratives out there about China's quantum developments and ambitions:
@thewirechina.bsky.social
www.thewirechina.com/2025/02/16/t...
Thank you!
“If you have all these issues with market access, red tape, geopolitical tension, and supply chain concerns; and on top of that, you’re not making as much money in China as you are outside, the question becomes, why China?” Jens Eskelund told The Wire China.
www.thewirechina.com/2024/11/10/t...
