Zijing Wu
@zijing_wu
Technology and all things interesting @FT in Asia. Returning to journalism (ex BBG) after a decade as investor/entrepreneur. Still an idealist. Opinions mine.
A professor who has been in AI research for decades told me today: the true AGI should be small and efficient like a human brain, not big and lazy powered by a limitless metal farm.
R1 update was trained on at least 25x-50x less compute compared to Gemini 2.5 Pro Whale's efficiency has increased rather than decreasing Dario can continue coping
Interesting - which export data exactly? One part got cut from the original copy: these distributors typically offer a 3-year warranty. Servicing these unofficial chips has become an industry in itself from installation to repairing.
Great and important piece by @zijing_wu about the smuggling phenomenon in the past few months. A few notes from my side on the article: 1. "At least $1bn worth of Nvidia’s advanced artificial intelligence processors were shipped to China in the three months after Donald Trump…
Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told. Reminds me why I returned to the newsroom. Nvidia AI chips worth $1bn smuggled to China after Trump export controls Free link: on.ft.com/46V1hBy
Gotta be the largest infrastructure project in the world? The significance is under rated. scmp.com/news/china/dip…
Another earlier scoop confirmed. SAMR held up the $35bn Synopsys/Ansys deal amid EDA bans and granted approval days after such bans were lifted. “MofCom told SAMR to speed up.” Trade deal is working it seems. Free link: on.ft.com/452GDhm
Scoop: Huang plans to meet Chinese premier Li Qiang next week; readies new China AI chip for Sep. Modified RTX Pro 6000. No HBM/NVLink. Good demand indicated after sample testing but not H20 level as Chinese clients seek to diversify. Free link: on.ft.com/3GDbZSn
Is Shein's three-year IPO saga finally coming to an end? It's a long way home. Latest: Shein files for Hong Kong IPO & pressures UK to save London listing. on.ft.com/4lIEHQW
Scoop: China delays approval of $35bn US chip merger amid Trump’s trade war * Earlier est to complete by H1 * SAMR prolonged approval process after US software bans * Synopsys restarted IP & hardware sales in China w/ EDA tools still banned $SNPS $ANSS on.ft.com/4n0XfNs
Scoop: Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war on.ft.com/43Q5rHL
Xiaomi among Chinese tech set to be hardest hit by US chip software ban: * XRING O1 used a mix of now banned US tools * licences unlikely to be revoked but no more update/support, crucial to keep manufacturing at TSMC * Lenovo, Bitmain also affected on.ft.com/43VA2ou
China’s biggest technology companies have begun to test alternative semiconductors to meet surging AI-related internal demand and client needs, according to industry executives. on.ft.com/4myle6x
Latest: Chinese tech groups prepare for AI future without Nvidia - Stockpile runs out ~early 2026 - Accelerated testing of local chips esp for inference - Narrow window for decision & a full switch from NV to Huawei leads to est 3-month disruption on.ft.com/4kf8z6R
Just for context, Trump administration just drop another nuclear-level restrictions on China's semiconductor industry. No rational people will say China's EDA is READY to tackle such full retreat of western EDAs despite I know Chinese domestic firms have been making progress in…
Financial Times: Several people familiar with the move said the commerce department had told Electronic Design Automation groups, which include Cadence, Synopsys and Siemens EDA, to stop supplying their technology to China. Trump orders US chip designers to stop selling to…
New wave of bans. This will have significant impact on China’s ability to design chips. Siemens EDA, Synopsys & Cadence are among companies who were told to “disconnect” from China. Scoop with @Dimi & Mike Acton:
Trump orders US chip designers to stop selling to China on.ft.com/4kCbFSa
Fun chat w/ Feng Ji, a top performing AI quants fundie: - Why quants is a fertile ground for AI start-ups like #DeepSeek - How a team of "nerds" and "geniuses" in their 20s with no finance background is disrupting industry - Young talents in China vs US ft.com/content/8eada2…
Exclusive: The proposed project would help the world’s leading maker of artificial intelligence processors stay competitive in China, where its sales have slumped due to tightening US export controls. on.ft.com/4jWLPse
From a reader: “This is like a child accusing another child of standing in his shadow or breathing the same air.” on.ft.com/3ZhQmgu US warns against using Huawei chips ‘anywhere in the world’
If my maths is right tariff on China is lower than Japan, Korea and Taiwan now. Art of the deal. *CHINA TO LOWER TARIFFS ON US GOODS TO 10% FROM 125% FOR 90 DAYS *US TO CUT TARIFFS ON CHINESE GOODS TO 30% FROM 145% FOR 90 DAYS