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CCTV reports on exploding order backlog for UHV large capacity transformers from domestic & foreign customers, including North American ones, especially from AI customers. There are ~3000 transformer companies in China, mostly in Guangdong & Jiangsu. 60% of global capacity. A Jiangsu factory has order book for until until... show more

tphuang

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29,941 Aufrufe • vor 5 Monaten •via X (Twitter)

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China Northern Rare Earth Group not only mastered the smelting & separation tech for 6N purity RE alloy, but since 2022, it has spent 400 days to create an automatic production line from RE concentrates to Oxides. It has 60% of global capacity in RE smelting & separation. Reminder that it takes a lot of effort & research to develop ultra high purity RE material & to produce production line capable of high level production. Remember that with highly automated production line for oxides, you don't need as many specialized workers to produce the capacity you need. You just need a lot of energy + capex. This is why when we hear Heavy RE processing plant built outside of China that started production, it's always important to see how much they are able to actually produce.

China Northern Rare Earth Group not only mastered the smelting & separation tech for 6N purity RE alloy, but since 2022, it has spent 400 days to create an automatic production line from RE concentrates to Oxides. It has 60% of global capacity in RE smelting & separation. Reminder that it takes a lot of effort & research to develop ultra high purity RE material & to produce production line capable of high level production. Remember that with highly automated production line for oxides, you don't need as many specialized workers to produce the capacity you need. You just need a lot of energy + capex. This is why when we hear Heavy RE processing plant built outside of China that started production, it's always important to see how much they are able to actually produce.

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President Donald J. Trump announces China has agreed to order 200 Boeing jets — up from the 150 Boeing originally requested. The President also pushed for American companies like Visa to be allowed to operate in China after being previously locked out of the market. 🇺🇸

President Donald J. Trump announces China has agreed to order 200 Boeing jets — up from the 150 Boeing originally requested. The President also pushed for American companies like Visa to be allowed to operate in China after being previously locked out of the market. 🇺🇸

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16,315 Aufrufe • vor 2 Monaten

The 14th Guangdong Provincial People's Congress opened in Guangzhou on Jan 26, 2026, showing Guangdong's economy has topped China for 37 straight years! Ahmad Gholamipour, Economic Counselor of Iran Consulate General in Guangzhou, praised Guangdong's continuous progress and predicted even better achievements ahead. He's a big fan of Guangdong-made goods, from Foshan appliances to Shenzhen electronics. He called Guangdong "China's factory, or rather, the world's factory"!

The 14th Guangdong Provincial People's Congress opened in Guangzhou on Jan 26, 2026, showing Guangdong's economy has topped China for 37 straight years! Ahmad Gholamipour, Economic Counselor of Iran Consulate General in Guangzhou, praised Guangdong's continuous progress and predicted even better achievements ahead. He's a big fan of Guangdong-made goods, from Foshan appliances to Shenzhen electronics. He called Guangdong "China's factory, or rather, the world's factory"!

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“Customer trust has to come first—especially as companies adopt powerful generative AI,” said Leah Perry, VP – Legal, Chief Privacy Officer & Global Head of Public Policy at Box, at The Hill’s AI in America Summit. She explained that Box built its AI governance framework early, ensuring security, privacy, and compliance—including FedRAMP High—were in place before deploying AI tools for customers. Explore more: #TheHillTech #AIGovernance #ResponsibleAI

“Customer trust has to come first—especially as companies adopt powerful generative AI,” said Leah Perry, VP – Legal, Chief Privacy Officer & Global Head of Public Policy at Box, at The Hill’s AI in America Summit. She explained that Box built its AI governance framework early, ensuring security, privacy, and compliance—including FedRAMP High—were in place before deploying AI tools for customers. Explore more: #TheHillTech #AIGovernance #ResponsibleAI

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“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

“China not only wants to have this capacity, but they actually want to dominate this capacity globally," says CFR China and emerging technologies expert Chris McGuire, as he testifies before the House Foreign Affairs Committee. McGuire addresses China’s rapid expansion of legacy semiconductor manufacturing. He explains that 60% of the world’s new legacy fabrication plants (also know as fabs) built in the past two years were in China, and that China’s share of global legacy chip capacity is projected to rise from 34% in 2023 to 47% by 2027, compared to 4% in the United States. McGuire warns that China could use that dominance to undercut U.S. and allied firms, push them out of the market, and control 80 or 90% of the global supply of legacy chips, creating strategic and supply chain risks. He argues that the only way to constrain China’s growth in this sector is through controls on semiconductor manufacturing equipment. 🔗 Tap here for more on Chris McGuire's testimony:

Council on Foreign Relations

25,814 Aufrufe • vor 7 Monaten

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.

AI has become the core growth engine for telecom operations, networks, and services. NVIDIA’s 2026 State of AI in Telecommunications Report shares data from over 1,000 global professionals on how companies are investing in, deploying, and benefiting from AI. Learn about the key use cases driving AI deployment and see how telcos are planning for growing AI traffic.

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29,408 Aufrufe • vor 2 Monaten

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.

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❗️👀 Russia began to transfer large columns of military equipment to the Zaporizhzhia direction from the Donetsk side. The activity has been going on for the 4th day in a row - an average of 50-60 vehicles, including tractors with armored vehicles, reports Andryushchenko.

❗️👀 Russia began to transfer large columns of military equipment to the Zaporizhzhia direction from the Donetsk side. The activity has been going on for the 4th day in a row - an average of 50-60 vehicles, including tractors with armored vehicles, reports Andryushchenko.

MAKS 26 🇺🇦👀

157,848 Aufrufe • vor 3 Monaten

China is not backing away from Russian oil. Even pro-Ukraine analyst Phillips O’Brien has concluded that Trump’s new ‘sanctions’ on Russia are mostly for show. O'Brien: "The sleight-of-hand resulted in the sanctioning of US companies buying Russian oil.

China is not backing away from Russian oil. Even pro-Ukraine analyst Phillips O’Brien has concluded that Trump’s new ‘sanctions’ on Russia are mostly for show. O'Brien: "The sleight-of-hand resulted in the sanctioning of US companies buying Russian oil.

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AIRBUS 2025 DELIVERIES CLIMB AS BACKLOG HITS RECORD LEVELS AMID STRONG SINGLE-AISLE AND WIDEBODY DEMAND Airbus delivered 793 commercial aircraft in 2025, a 4% year on year increase, to 91 customers worldwide, while recording 1,000 gross orders from 57 customers (889 net) — confirming another year of solid market momentum. 2025 deliveries by family: • A220: 93 • A320 Family: 607 • A330: 36 • A350: 57 The order backlog surged to a record 8,754 aircraft, including a new all-time high widebody backlog of 1,124 jets. The A350F also notched its best-selling year to date, reinforcing growing demand in the long-haul and freighter segments.

AIRBUS 2025 DELIVERIES CLIMB AS BACKLOG HITS RECORD LEVELS AMID STRONG SINGLE-AISLE AND WIDEBODY DEMAND Airbus delivered 793 commercial aircraft in 2025, a 4% year on year increase, to 91 customers worldwide, while recording 1,000 gross orders from 57 customers (889 net) — confirming another year of solid market momentum. 2025 deliveries by family: • A220: 93 • A320 Family: 607 • A330: 36 • A350: 57 The order backlog surged to a record 8,754 aircraft, including a new all-time high widebody backlog of 1,124 jets. The A350F also notched its best-selling year to date, reinforcing growing demand in the long-haul and freighter segments.

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'Unfortunately, there are a lot of people in this country who just don't care.' - John Read from Clean Up Britain A survey has found there is overwhelming support for licence plate recognition technology to be used on fast food packaging to combat littering. The scheme would have companies printing the licence plate number of drive-through customers onto food packaging.

'Unfortunately, there are a lot of people in this country who just don't care.' - John Read from Clean Up Britain A survey has found there is overwhelming support for licence plate recognition technology to be used on fast food packaging to combat littering. The scheme would have companies printing the licence plate number of drive-through customers onto food packaging.

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My new book, The Case For America: An Argument On Behalf Of Our Nation, is available in THREE DAYS! You can pre-order the book {including a signed copy} today or pick it up Tuesday wherever books are sold. Please visit for more information and while you’re there be sure and record your #caseforamerica! #america250 #america #american #books

My new book, The Case For America: An Argument On Behalf Of Our Nation, is available in THREE DAYS! You can pre-order the book {including a signed copy} today or pick it up Tuesday wherever books are sold. Please visit for more information and while you’re there be sure and record your #caseforamerica! #america250 #america #american #books

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📱SANTOS BRAVOS [DUAL (Deluxe Version)] Pre-order Customers Group Video Call Event 📌How to apply: Purchase at least one copy of SANTOS BRAVOS [DUAL (Deluxe Version)] from Weverse US Shop during the application period and complete the event application on Weverse 👉Participation in the event is also open to selected non-purchasing customers 👉Please note that there are two different links for pre-order customers and non-purchasing customers on the notice. 📌Application: Thu, May 14, 8:00 AM - Fri, Jun 12, 8:00 AM (CST) 📌Winners: 10 winners 📌Video call schedule: Sat, Jun 25 🔎Read more on : #SANTOSBRAVOS #STBV (SANTOS BRAVOS)

📱SANTOS BRAVOS [DUAL (Deluxe Version)] Pre-order Customers Group Video Call Event 📌How to apply: Purchase at least one copy of SANTOS BRAVOS [DUAL (Deluxe Version)] from Weverse US Shop during the application period and complete the event application on Weverse 👉Participation in the event is also open to selected non-purchasing customers 👉Please note that there are two different links for pre-order customers and non-purchasing customers on the notice. 📌Application: Thu, May 14, 8:00 AM - Fri, Jun 12, 8:00 AM (CST) 📌Winners: 10 winners 📌Video call schedule: Sat, Jun 25 🔎Read more on : #SANTOSBRAVOS #STBV (SANTOS BRAVOS)

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Largest final assembly of shipping in Northern China. Huge welding robots now reduced # of workers by half while doubling the workload. Delivery time for special welding wire was shortened from 6 months to 7 after switching to domestic supplier + significantly cheaper. Now, a new ship launches every 30 days. Both h/w & s/w continue to improve. The shipyards continue to improve in everything to improve production flow & replacing w/ domestic suppliers (including software). All of this has not only cut cost & increased supply line security, but also sped up delivery time & iteration time.

tphuang

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Fusion reactor is 1 of 6 future tech of priority for 15th FYP & you can see state media get behind this effort. Hefei's BEST reactor will be complete in 2027 & can use Deuterium from seawater as the main fuel src. China is all-in on artificial sun.

Fusion reactor is 1 of 6 future tech of priority for 15th FYP & you can see state media get behind this effort. Hefei's BEST reactor will be complete in 2027 & can use Deuterium from seawater as the main fuel src. China is all-in on artificial sun.

tphuang

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More from NBS on industrial profit: Mfg profit up 20% YoY High-tech mfg up 44.7% YoY Electronics up 103.9% YoY (contributing 43% of total industrial profit growth) The 2 main drivers of global industrial profit are AI & New energy (due to SoH closure). There is always conspiracy theories online about China falsifying economic data. Why do ppl think that this AI boom can help SK & TW economy so much, but not the mainland China economy? there are new sectors. China spent a lot of money to get into these sectors & not be dependent on just real estate.

More from NBS on industrial profit: Mfg profit up 20% YoY High-tech mfg up 44.7% YoY Electronics up 103.9% YoY (contributing 43% of total industrial profit growth) The 2 main drivers of global industrial profit are AI & New energy (due to SoH closure). There is always conspiracy theories online about China falsifying economic data. Why do ppl think that this AI boom can help SK & TW economy so much, but not the mainland China economy? there are new sectors. China spent a lot of money to get into these sectors & not be dependent on just real estate.

tphuang

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A defining milestone for $IREN. In just 18 months, we’ve energized over 600MW of data centers and scaled from 5.6 to 50 EH/s of self-mining capacity, driven entirely by disciplined organic growth. Through a combination of scale, efficiency, and disciplined execution, $IREN has established global leadership in Bitcoin mining and laid a foundation for continued expansion into AI.

A defining milestone for $IREN. In just 18 months, we’ve energized over 600MW of data centers and scaled from 5.6 to 50 EH/s of self-mining capacity, driven entirely by disciplined organic growth. Through a combination of scale, efficiency, and disciplined execution, $IREN has established global leadership in Bitcoin mining and laid a foundation for continued expansion into AI.

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