@Fenng: Among the entrepreneurs accompanying Trump to China, the company least familiar to the public should be Illumina. Illumina is the most important company in the global gene sequencing field, holding a dominant market position. In 2025, China imposed an import ban on Illumina's gene sequencers. This visit is obviously hoping to lift the ban...
Summary
The article introduces Illumina, the global gene sequencing giant, accompanying Trump on his visit to China, attempting to lift China's import ban on its gene sequencers. It also points out that BGI (Huada Gene) had already laid out its independent technology route by acquiring Complete Genomics, changing the market landscape.
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@seclink: 1. Trump approves Nvidia chip sales to China, but Beijing is not buying - Core: Trump allowed Nvidia to sell high-end chips to China late last year, seemingly a win-win. However, Chinese companies (Alibaba, Tencent, ByteDance, JD.com) have obtained H200 purchase permits from the US Department of Commerce, but the US Trade Representative has made it clear that chip export controls are not within the scope of US-China negotiations. Nvidia...
Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
@JTLonsdale: 1/ US biotech is in crisis, right before AI should be saving millions. China is stealing away our industry and has surp…
US biotech is in crisis as China surpasses the US in blockbuster pharma deals; the next FDA Commissioner must overhaul the agency and beat China to unleash cures.
@CaoChangqing: In the meeting between Trump and Xi Jinping, Trump did not make concessions on the Taiwan issue, and there was no betrayal of Taiwan as left-wing media and yellow-left had previously hyped. This can be seen from the latest Reuters report. The talks primarily focused on trade and economic issues. The U.S. concession was to allow 10 Chinese companies, including Alibaba, ByteDance, Tencent, and JD.com, to purchase Nvidia H200 chips; Lenovo and Foxconn among others…
Trump and Xi Jinping met. The U.S. allowed 10 Chinese companies such as Alibaba, ByteDance, Tencent, and JD.com to purchase Nvidia H200 chips. Taiwan was not mentioned. Musk, Cook, and Huang Renxun (Jensen Huang) gave positive comments on the meeting.
@winchrr: From the reactions following the May meeting between the two leaders, the path is clear. China is going all in on domestic technology, and is fully blocking domestic capital from fueling US tech companies. Domestic consumption has been sidelined—not because it's unwanted, but because strategic resources are scarce during this economic downturn, and steel must be used on the blade. The next 3-5 years will be a phase of full-throttle tech development. Ordinary people should prepare...
Analysis points out that based on the post-meeting moves between the US and China, China has made it clear to go all in on domestic technology and restrict capital flows to US tech companies. Consumption has been temporarily shelved. Over the next 3-5 years, resources will be concentrated on technology. It is recommended that ordinary people save cash to weather the economic downturn.
Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts.
Huawei unveils the Tau Scaling Law, a chip architectural workaround to bypass US sanctions and achieve 1.4nm-equivalent transistor density by 2031, marking a significant step toward China's semiconductor self-sufficiency and altering the tech rivalry with Washington.