Dhiraj

After scooping up Northvolt assets, lithium sulfur battery developer Lyten lets go 15% of its staff, including its prominent chief battery strategist—Celina Mikolajczak—and 45 others. The Information. theinformation.com/articles/batte…

The Trump administration’s decision to let NVIDIA sell its H20 chips to China is a sharp break from Biden-era controls, but its vision of keeping China hooked on US AI tech doesn't comport with Beijing's self-reliance push. rhg.com/research/back-…

Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced v artificial intelligence chipsets that the US has banned the export of to its trade and tech rival reut.rs/4f2qVpW

This is one of the best articles I have read on Chinese automation (robotics), supply chain, labor markets, etc. Professor Sun is one of the country’s leading voices on the human side of China’s manufacturing evolution. His recent work, including the paper “Little to Lose: Exit…

India’s new free trade accord with the UK could provide a much-needed boost to textile and agricultural exports. Read for free with your email on what could move markets today bloomberg.com/news/articles/…

India Solar Supply Chain Map Dive into the heart of the solar industry, exploring the latest maps showcasing existing and future solar module manufacturers alongside their critical suppliers in solar cells, wafers, ingots, and polysilicon. India’s solar manufacturing sector is…

Financial Times found evidence of $1B worth of AI chips smuggled to China in the last 3 months. This includes Blackwell racks. > “It’s like a seafood market,” said one distributor, “There’s no shortage.”

NEW SHIFT KEY SUMMER SCHOOL We’re having @JesseJenkins teach a few lessons from his Intro to Electricity class for the pod. Today’s session: The history of wind turbines & solar panels, their modern engineering, and how they feed power into the grid heatmap.news/podcast/shift-…

This strategy worked. Foreign carmakers like Maruti Suzuki came to India, brought expertise, and set up factories to escape duties. Post-1991 reforms made entry easier—100% foreign equity, fewer sourcing rules, tax breaks—but the message remained clear: build here to sell here.

India's Department of Atomic Energy lays out India's Rare Earth Elements (REE) sector in detail in Parliament. Some exports (18 tons), no imports over last 10 years. REEs found across 34 sites. Work with Argentina, Brazil, Dominican, Australia, etc. pib.gov.in/PressReleasePa…

India announced on Wednesday that it will open tourist visa application to Chinese citizens starting July 24, 2025, after a 5-year hiatus.

“The largest cohort analysis of GLP-1 drugs, which looked at several million Veterans Affairs patients, found that they reduced the hazard ratio for literally every biological system that was assessed.”