Michael Laha
@michael_laha
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Tweets: innovation policy & 🇨🇳's role in the 🇪🇺-🇺🇸 Prev: German Chancellor Fellow of @AvHStiftung based @merics_eu & @AsiaSociety RT≠endorsement
Berlin, Germany
Joined October 2015
My report "China’s Endless Frontier: 'Organized Scientific Research' & the Quest for Technological Self-Reliance" is out! Based on research I conducted during my @AvH German Chancellor Fellowship & now part of @UCIGCC & @merics_eu series. Read: https://t.co/34EoCz1gt4 🧵/6
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New: DeepSeek researcher Chen Deli struck a conspicuously pessimistic note about the future of AI at a major state-backed tech conference on Friday, warning about its potentially “dangerous” impacts on society and the job market. https://t.co/eb06OIM3uW Representing the startup
scmp.com
Remarks by CEO Liang Wenfeng’s delegate highlight potential dangers of race to build superintelligent systems.
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European Parliament's foreign affairs committee has a new draft China position paper. Recommendations for Council / Commission "Regard China as a decisive enabler of the Russian war of aggression against Ukraine and strongly reiterate condemnation of China’s support"
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Received a lot of great questions on how China will tackle the involutionary price war in the 15th Five Year Plan, which, from the released recommendations to the 15 FYP, many now agree will be a key policy priority rather than something China will simply let the market fix over
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🇪🇺🇨🇳 Constructive talks with @MOFCOM_China at senior official level. China confirmed that the suspension of the October export controls applies to the EU. Both sides reaffirmed commitment to continue engagement on improving the implementation of export control policies.
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China just launched a $7B state fund targeting strategic emerging industries—AI, aerospace, quantum tech, advanced manufacturing. Five-year investment window. Up to 15 years total duration. This isn’t just capital deployment. It’s industrial policy with patient money. Beijing
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Reuters, citing the CSRC, reports that China will streamline the QFII regime — easing access, widening the investment scope and adding a green channel for sovereign wealth funds and other long-horizon allocators. Hedging tools will also expand to ETF options and commodities. For
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#Chinas rasanter Aufstieg in der #Biotechnologie entscheidet über #Macht und #Sicherheit. #Deutschland und die #EU drohen den Anschluss zu verlieren. Michael Laha (@michael_laha) im IPG-Journal. https://t.co/9QPf3XMLB0
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„Trump strebt einen Deal zwischen zwei großen Männern an“, so #China-Experte @michael_laha gegenüber dem @Tagesspiegel vor dem Treffen zwischen dem 🇺🇸 Präsidenten & dem 🇨🇳 Staatschef Xi am morgigen Donnerstag. https://t.co/RMAvz8XMRV
tagesspiegel.de
Am Donnerstag kommen der US-Präsident und Chinas Staatschef Xi zusammen. Experten analysieren, wo es rote Linien gibt, wie ihr Verhältnis ist und wer von beiden mächtiger ist.
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SCOOP - Treasury secretary Bessent & Chinese finance minister Lan held a #secretmeeting in the IMF basement 3 weeks ago that helped paved the way for the trade deal reached in Geneva at the weekend #USChinaScoop
https://t.co/1j7VnIBze3
ft.com
Secret meeting in IMF basement paved way for tariff deal seen on both sides as a victory
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NEW: Huawei is building a 7nm fab in Shenzhen for its smartphone and Ascend chips, its first effort to manufacture its own high-end chips. The Guanlan site is part of a sprawling network of new chip manufacturing sites all working on various elements of Huawei's push to become
ft.com
Rapid expansion of Shenzhen facilities designed to break dependence on foreign technologies
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More confirmation that “Chinese authorities are delaying or blocking shipments of iPhone equipment to India” as first reported by @restofworld.
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Engine maker Safran says China is exempting aerospace parts from tariffs Company CEO says deliveries of engines and other parts are being let in without import taxes Happening in other sectors also...
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China's top internet companies have stockpiled billions of dollars' worth of Nvidia's H20 artificial intelligence chips this year before the U.S. cut off shipments of the components in April. "The [Chinese] clients are very calm," said an executive with a supplier to ByteDance
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... @AylinMatle, @michael_laha & Claudia Schmucker die politischen Neuausrichtung in Washington aus verschiedenen fachlichen Blickwinkeln. Moderiert wird das Panel von unserer 🇺🇸-Expertin @thousandfriend. Jetzt anmelden & dabei sein! /2 https://t.co/NGIakkEHaT
dgap.org
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A clear Trump 2.0 policy on #China remains difficult to discern, analyzes @michael_laha. He stresses a few noteworthy key policy announcements by the new 🇺🇸 administration vis-à-vis 🇨🇳 & recommends the 🇩🇪 government to assess its China Strategy & prepare for more tension. /7
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BIG: "China Semiconductor Industry Association Issues Urgent Notice on Rules for Determining the 'Country of Origin' of Semiconductor Products" The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the "country of origin" of
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The well-connected opinion leader @ChairmanRabbit, upon informed by "sources," lays out China's next countermeasures against the U.S. trade war: Beijing could suspend fentanyl cooperation & target U.S. agricultural, poultry, services, film, & IP exports https://t.co/0lwgNQURHA
pekingnology.com
The well-connected opinion leader says, in his post informed by "sources," Beijing could suspend fentanyl cooperation and target U.S. agricultural, poultry, services, film, and IP exports.
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NEW: Today’s People’s Daily commentary outlines China’s strategy to Trump’s new tariffs. Beijing’s key message: “我们更要把扩大内需作为长期战略,努力把消费打造成经济增长的主动力和压舱石,发挥超大规模市场优势” (We must all the more treat expanding domestic demand as a long-term
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As per FT reported, Joseph Wu is in the US attending talks via “special channel”, a mechanism where TW’s NSC secretary general & Foreign Minister usually attend. But from what I checked w my sources, FM Lin Chia-lung did not fly to US this time, only JW did.
SCOOP #Taiwan’s top security official in #Washington for #secrettalks with Trump officials. Joseph Wu taking part in the "special channel" talks in greater Washington area. #USTaiwanScoop #USChina
https://t.co/pK3Bm0uvcD
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