Some personal news: our company is moving to China. It has been a multi-YEAR process, but it’s finally happening. If you know anything about our industry and the investment opportunities in China, you’ll know why we are moving. If you don’t, follow along and you’ll see why.

NVIDIA’S HUANG: CHINA WILL SURPASS US IN AI RACE Nvidia CEO Jensen Huang told the Financial Times that China will overtake the US in artificial intelligence, citing lower energy costs and fewer regulations. He said Chinese tech firms benefit from government energy subsidies that make running AI systems cheaper, while the US and UK lack optimism. Huang made the remarks at the Future of AI Summit in London.

It’s official! The 2026 APEC Economic Leaders’ Meeting will be held in China, and Shenzhen will take the stage as the host city. From a border town to a global metropolis, Shenzhen has become a symbol of China’s reform and opening-up, with its GDP surging 13,600 times and population expanding 50-fold in just 45 years. As the most influential economic cooperation mechanism in the Asia-Pacific region, APEC now looks to Shenzhen — where opportunities meets the world.

The White House has shared photos of Donald Trump and Xi Jinping’s first face-to-face meeting in more than six years, including this intriguing sequence. h/t @ByChunHan whitehouse.gov/gallery/presi…

New product - please stay tuned!🥳

🇪🇺ACEA: TESLA SEPTEMBER EU NEW CAR REGISTRATIONS FELL 19% BYD SEPTEMBER EU NEW CAR REGISTRATIONS ROSE 272% EU SEPTEMBER NEW CAR REGISTRATIONS ROSE 10% TO 888,672 #TESLA $TSLA #BYD $BYD

Hands are as important as the brain. From Shenzhen, Stella Robot has unveiled the PANTHEON HAND 22:a new generation of bionic dexterous hand that combines 22 degrees of freedom with remarkable strength and finesse. It’s a hand that truly understands precision. It can lift 30 kilograms, yet is delicate enough to thread a needle.Each finger can bear 1.5 kilograms, and the entire hand can gently hold a piece of tofu or sense the subtle expansion of a balloon. Powered by a tendon-driven mechanism with integrated actuators inside the forearm, it achieves compact design and natural, human-like movement. From precision assembly and component handling to material transport and human-robot collaboration,the PANTHEON HAND 22 shows what it means for humanoid robots to truly work with their hands.

YANGWANG U9X has now conquered the Nürburgring Nordschleife in record time, completing the lap in 6:59.157, making it the fastest EV production vehicle around the track. #YANGWANG #U9X #BYD #BuildYourDreams

Yes—you can ski in Shenzhen! It’s 33°C outside—but inside Qianhai Snow World, it’s -5°C! Opened on Sept 29, Qianhai Snow World is now in trial run, with ski slopes ready for adventurers! It’s the largest indoor skiing center in the world—100,000㎡ of skiing fun, five slopes, and world-class facilities. Holiday tickets: RMB 538–998 On-site instructor: from RMB 600+/hour/person Location: Qianhai Snow World, No. 168 Nanhuan Road, Bao’an District, Shenzhen Opens 10:00–22:00 (Daily) Daily tickets are limited—book in advance! @MorningGBA @AmbassadeChine @XH_Lee23 @zhang_heqing @tphuang @SpoxCHN_MaoNing @ChineseEmbinUS @Kanthan2030 @TaylorOgan

Is he on duty???

Unitree Introducing | Unitree H2 Destiny Awakening!🥳 Welcome to this world — standing 180cm tall and weighing 70kg. The H2 bionic humanoid - born to serve everyone safely and friendly.

Completely out of his control

🇨🇳Shenzhen Launches 5 Billion Yuan Semiconductor Investment Fund The semiconductor and integrated circuit industry investment fund supported by the Shenzhen Municipal Government was formally inaugurated on Thursday The first phase of this fund has a scale of 5 billion yuan, focusing on core fields and weak links such as general and dedicated computing power, new architecture storage, optoelectronics and sensors, as well as key manufacturing equipment, parts and materials, and advanced testing. #CHINA #AI #SEMICONDUCTOR mktnews.com/flashDetail.html…

A Tesla ran out of battery in Shenzhen and a BYD came to the rescue, using its battery to charge the Tesla

There’s been a lot of speculation about who’s actually behind Qiyunfang. My friends have friends and former colleagues they suspect work there, but they know not to even ask. It was founded in July 2023, wholly owned by SiCarrier, a company itself rooted in Huawei’s old 2012 Lab “Starlight” engineering group and backed by the Shenzhen Government. This is day one of the expo. Let’s see what tomorrow’s surprise is.

Western media probably won’t touch this, or they’ll dismiss it as hype. But the reality is that Shenzhen now has a working domestic EDA stack running on Chinese OS, databases, and middleware… another complete failure of U.S. protectionist export controls. China’s engineers are moving so much faster than outsiders think, and they’re doing it right here, in the middle of the supply chain that builds the world’s hardware.

x.com/xu159411209/status/197… The hype around this is enormous because at a press conference last week, Shenzhen’s Development and Reform Commission chief Guo Ziping teased that SiCarrier would unveil “multiple unexpected surprises” from its subsidiaries at the expo. Shenzhen friends who couldn’t attend today are very upset! People are shoving to get SiCarrier pamphlets, hoping they’ll be collectors items one day… I got mine!

The numbers they showed this morning are aggressive: ~30% better performance and up to 40% shorter hardware dev cycles compared to industry benchmarks. Those are vendor claims, so have to see what developers think, but they said they already have >20,000 users. This will be especially huge for fast-moving industries like EVs, phones, drones, robots, etc.

The theory in Washington was simple: if China can’t use U.S. EDA tools, it can’t design competitive chips or even advanced boards. It was meant to be another choke point on China’s entire hardware ecosystem.

For context, EDA (electronic design automation) is the software backbone of chip and circuit design. Trump 2.0 tried to cut China off from it in March, forcing Cadence, Synopsys, and Siemens to halt China sales. But just weeks later, Washington quietly reversed course and lifted the ban. Then last week, Trump said the U.S. will impose export controls on “any and all critical software,” so assume EDA again. Turns out a secret team in Shenzhen had already created a solution: every core component, every bit of IP, all built domestically.

I’m at the Bay Area Semiconductor Expo in Shenzhen. A company called Qiyunfang, a subsidiary of 新凯来 (SiCarrier), just unveiled two fully domestic EDA software platforms: one for schematic and one for PCB design. Yet another Made in China 2025 success.