Business Blog

SCMP: Cannot trust foreign chips, China’s Xiluodu Dam – one of the world’s largest hydropower stations – has fully transitioned away from Western-made industrial control chips over national security and supply chain resilience concerns, according to a leading Chinese industrial chip supplier. 南華早報：不能相信外國晶片，據一家中國領先的工業晶片供應商稱，出於國家安全和供應鏈彈性方面的考慮，中國溪洛渡水電站, 世界上最大的水電站之一已經完全放棄使用西方製造的工業控制晶片.
https://www.scmp.com/news/china/science/article/3321729/chinas-mega-dam-xiluodu-stops-using-western-industrial-chips-over-security-concerns?

China need to do absolute decoupling with US. All US made chips (Intel, AMD, Nvidia) & network gears have backdoors! SCMP: US secretly tracks AI chips to detect smuggling to China as an excuse, sources say 中國需要與美國徹底脫鉤。所有美國製造的晶片（英特爾、AMD、英偉達）和網路設備都有後門！ 《南華早報》：消息人士稱，美國秘密追蹤人工智慧晶片，以偵查向中國的走私活動為藉口
https://www.scmp.com/tech/tech-war/article/3321788/us-secretly-embeds-trackers-ai-chip-shipments-catch-smuggling-china-sources-say?

How time has changed at US Dept of Commerce. By Johnson Choi. 8-13-25 時代變了 作者: 蔡永強

When Secretary of Commerce Gary Locke appointed me as chairman to the US department of commerce Hawaii District Export Council, my job was to help US firms to export! I even won the National award beating all 50 states and Guam to become national champion because I did such a good job! The award was presented by George Bush at the White House East Room in 2008. Today 180 degrees turn if I am doing same good jobs, it will probably not winning me national championship, instead jail time.

美國商務部長駱家輝任命我為美國商務部夏威夷地區出口委員會主席時，我的工作是幫助美國企業出口！我甚至因為出色的工作，擊敗了所有50個州和關島，贏得了全國冠軍！該獎項是2008年喬治布希在白宮東廳頒發的。如今，如果我的工作做得再好，情況就完全不同了，我可能拿不到全國冠軍，而是要坐牢.

ICE now has jurisdiction within 100 miles of all international airports in US, equivalent to 1/2 of US population. They can arrest anyone they wanted including US citizens. They are the modern day SS of Germany!

This is the Mayor of Newark, clearly a citizen, arrested by ICE. Note how gratuitous the arrest was.

https://pix11.com/news/local-news/newark-mayor-ras-baraka-taken-into-custody-by-ice-in-new-jersey/

Witnesses said the arrest came after Baraka attempted to join a scheduled tour of the facility with three members of New Jersey’s congressional delegation, Reps. Robert Menendez, LaMonica McIver, and Bonnie Watson Coleman.

In video of the altercation shared with The Associated Press, a federal official in a jacket with the logo of the Homeland Security Investigations can be heard telling Baraka he could not join a tour of the facility because “you are not a congress member.”

Baraka then left the secure area, rejoining protesters on the public side of the gate. Video showed him speaking through the gate to a man in a suit, who said: “They’re talking about coming back to arrest you.”

“I’m not on their property. They can’t come out on the street and arrest me,” Baraka replied.

Minutes later several ICE agents, some wearing face coverings, surrounded him and others on the public side. As protesters cried out, “Shame,” Baraka was dragged back through the security gate in handcuffs.

American logistic expert reports from China video: American officials want to ban Chinese investment in US businesses and land. They shouldn’t bother. 美國物流專家發中國影片：美國官員想禁止中國對美國企業和土地的投資。他們不應該這麼做

https://www.tiktok.com/t/ZP8kEqnNA/
https://youtu.be/nsLOQV7_qEQ?si=gSOviSR2Y6Vt7pPm
https://rumble.com/v6xjjak-american-officials-want-to-ban-chinese-investment-in-us-businesses-and-land.html

US officials at the federal and state levels are passing laws to restrict Chinese firms from buying American real estate, particularly farmland.

Other restrictions involve Chinese investments in US-based companies, and attempts to “claw back” outstanding Chinese investment in the United States and across the world.

But these policies are irrelevant, as Chinese investments in the US are a tiny fraction of the profits earned there. Typically, countries running trade surpluses will re-invest those cash flows into the country, either by lending (buying bonds) or in new capital formation.

Chinese regulators, however, are simply moving these hundreds of billions of dollars outside the US, to banks outside SWIFT. Then, they are invested here in Mainland China, or to BRI projects in friendly countries.

美國聯邦和州一級的官員正在通過法律，限制中國企業購買美國房地產，尤其是農地。

其他限制措施涉及中國對美國公司的投資，以及試圖「收回」中國在美國及全球的未償投資。

但這些政策無關緊要，因為中國在美國的投資僅佔其在美國賺取利潤的一小部分。通常情況下，貿易順差國家會將這些現金流重新投資回國，要麼透過貸款（購買債券），要麼用於新的資本形成。

然而，中國監管機構只是將這些數千億美元的資金轉移到美國境外，轉移到SWIFT系統以外的銀行。然後，這些資金被投資於中國大陸，或投資於友好國家的「一帶一路」計畫.

SCMP: China boosts hybrid crop development speed by 400% with robotic breeding plant with a combined strategy of “robot-friendly” gene editing and artificial intelligence-driven robotics 南華早報：中國利用機器人育種工廠，將雜交作物開發速度提高了400%，該工廠結合了「機器人友善」基因編輯和人工智慧驅動的機器人技術
https://www.scmp.com/news/china/science/article/3321657/china-boosts-hybrid-crop-development-speed-400-world-first-robotic-breeding-plant?

Video: Why is 40 years of world peace and prosperity rapidly unravelling? Uncover the underlying logic behind it all. 世界40年的和平與繁榮，為何正在迅速瓦解？揭開這一切背後的底層邏輯

https://www.tiktok.com/t/ZP8kKfWp6/
https://youtu.be/Bl5nEpk24pg?si=cbiKFUqpFfSo9Dmt
https://rumble.com/v6xitzs-why-is-40-years-of-world-peace-prosperity-rapidly-unravellinguncover-the-un.html

The United States never expected that the result of suppressing and sanctioning China would be that China would no longer buy American chips. 美國萬萬沒想到，打壓中國制裁中國的結果竟然是中國不再購買美國芯片

特朗普政府對中國芯片產業長達七年的封鎖制裁，最終換來一個讓白宮措手不及的結果：2025年中國從美國進口芯片份額暴跌，華為昇騰芯片性能直逼英偉達A100，中芯國際7納米產線全速運轉。

這場科技霸凌的反噬效應證明，制裁大棒砸碎的不僅是中國的幻想，更是美國自己的技術霸權神話。可真正精彩的部分，是制裁背後那些驚心動魄的細節：2018年4月16日，美國商務部一紙禁令讓中興通訊瞬間休克，69億元虧損、10億美元罰金、美方監管人員進駐董事會，所有高管簽字畫押，這一幕把“卡脖子”三個字赤裸裸攤在國人眼前。

中興倒下后，美國把槍口對準華為，斷供芯片、切斷台積電代工、攔下荷蘭ASML的EUV光刻機，華為Mate30系列被迫砍掉5G功能，手機銷量從2.4億台一路跌到3500萬台，余承東在發布會上哽咽“跌倒華為，吃飽蘋果”的畫面讓多少人徹夜難眠。

可白宮沒算到的是，中國的絕地反擊來得又快又狠。2020年國務院集成電路新政拋出1.4萬億元大紅包，國家大基金三期再砸2000億元，中芯國際、華為、長江存儲像打了雞血一樣往前沖。

沒有EUV？那就用DUV反覆曝光，把14納米良率干到95%，再靠芯片堆疊把4顆14納米拼出等效5納米的性能，成本只漲18%，這招被外媒戲稱為“土法煉芯”卻真把麒麟9000S送進了Mate60 Pro。華為昇騰910B乾脆把算力飆到英偉達H20的1.8倍，訓練一次大模型電費就能省30%，亞馬遜雲都忍不住掏出3.2億美元下訂單。

最解氣的是，美國宣布100%芯片關稅當天，中芯國際的7納米產線正火力全開，月產400萬片，而台積電亞利桑那廠因為成本高30%產能閑置，急得張忠謀連夜飛往華盛頓。

制裁七年，中國芯片自給率從30%衝到70%，通信芯片自給率飆到68.5%，高通在中國市場份額從95%腰斬到46%，一年少賣5000萬顆芯片；英偉達因H20被曝出安全後門，被中國網信辦約談后股價一天蒸發300億美元；蘋果因稀土斷供被迫推遲iPhone17量產，特斯拉碳化硅芯片成本暴漲18%，雷神導彈零件直接斷供。

最諷刺的是，美國半導體協會內部報告泄露：若真對華全面斷供，美國一年損失830億美元，12萬人失業，英特爾、AMD砍掉研發預算，全球供應鏈一夜之間裂成三極——歐洲430億歐元押注技術主權，日本200億美元牽手中國建合資廠，韓國三星偷偷測試華為昇騰芯片，生怕落後一個身位。

人才戰場同樣精彩。中芯國際從台積電挖來蔣尚義團隊，開出三倍年薪，光刻膠工程師一夜之間身價翻十倍；華為和清華聯辦“芯片專班”，應屆生年薪50萬起步，把硅谷華人工程師成批拉回國內。美國《芯片法案》砸500億美元搞人才基金，結果2024年回國工程師數量直接翻倍，氣得美國議員罵“華裔科學家集體叛逃”。

更魔幻的是，中國反手打出稀土王牌，全球90%的提純能力握在手裡，鎵、鍺出口許可證一收緊，蘋果、特斯拉、洛馬排隊求批條，白宮發言人只能尷尬回應“正與盟友積極溝通”。

現在再回頭看，美國的制裁像是一劑催化劑，把中國芯片產業從“買辦”逼成“卷王”！長江存儲232層閃存份額破10%，龍芯3C6000徹底擺脫MIPS架構，上海微電子28納米光刻機拿下65%國內市場，連EDA工具都開始用開源RISC-V另起爐灶。

德國《商報》感慨：“美國用19世紀殖民思維打21世紀科技戰，中國用開放創新重構全球秩序。”當華為昇騰訂單排到2026年，當中國半導體設備國產化率突破50%，當全球34.6%的半導體材料市場歸屬中國，答案已經寫在每一台搭載國產芯片的手機、汽車、服務器里：科技自主的油門一旦踩下，就沒人能讓中國回頭！

特朗普的關稅大棒，最終砸碎的只是美國自己的技術神壇。

Video: China knows how to do capitalism right! This is a fantastic video, I think everybody must watch it. 中國知道如何正確實踐資本主義！這個影片太棒了，我覺得每個人都應該看看.

This is what I call really taking care of their employees in China and making huge profits, beating Walmart China at the same time! 這才是真正照顧中國員工，同時賺取巨額利潤，打敗沃爾瑪中國
https://www.tiktok.com/t/ZP8kKAbnq/
https://youtube.com/shorts/jtDalUdWjQI?si=aR1CKwA3Zz71siuK
https://rumble.com/v6xir2y-china-knows-how-to-do-capitalism-right-this-is-a-fantastic-video-i-think-ev.html

American logistic expert reports from China video: Who is paying the high Trump tariffs? Me, so far. But not for long. 美國物流專家發中國視訊報導：誰在為川普的高關稅買單？目前為止是我。但這種情況不會持續太久.

https://www.tiktok.com/t/ZP8kKjGpN/
https://youtu.be/6lj6kpVfCWs?si=DIddzt_Pjs5LpeXT

Over 200,000 American businesses import products from abroad. Surveys of executives at these companies show that the importers have so far assumed most of the hits from the high tariffs, with foreign manufacturers and end buyers also sharing the increased cost burdens.

But that will change, and soon. Importers are sharply cutting back new orders, except on products they know can absorb huge price increases. And companies report plans to dramatically increase pricing for the final buyers of products that are carried.

What’s more, business executives at companies of all sizes cannot make any plans, even in the short term. The tariff policies vary widely, even hour-by-hour, and the application and execution of the new regulations create unacceptably high levels of risk for companies operating in the American market.

超過20萬家美國企業從國外進口產品。對這些公司高層的調查顯示，迄今為止，進口商承擔了高關稅帶來的大部分衝擊，外國製造商和最終買家也分擔了增加的成本負擔。

但這種情況很快就會改變。進口商正在大幅削減新訂單，除非是那些他們知道能夠承受大幅漲價的產品。一些公司報告稱，計劃大幅提高其產品最終買家的價格。

更重要的是，各種規模公司的高階主管都無法制定任何計劃，即使是短期計劃。關稅政策變化很大，甚至每小時都在變化，新法規的實施和執行給在美國市場運營的公司帶來了難以接受的高風險.