Geopolitics
Beijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefBeijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefChina's LineShine LX2, a CPU-only exaflop supercomputer built on 2.4 million Huawei Armv9 cores, demonstrates that US export controls are functioning as an industrial policy accelerant for Chinese compute sovereignty rather than a capability ceiling.
Preview brief