In June, Smartsens launched SC595XS high end 50MP CMOS. Details: 590/595 same line - 590 uses TSMC 22nm.595 uses domestic 22nm (SMIC 28nm+??).yield is very good.Likely, 595 uses same node as 5A5XS -> SMIC's CMOS platform now @ cutting edge.

Renewable energy installation in the 1st half of the yr breakdown from China:.212GW of solar in total (including 113 distributed).559 TWh generated.51.4GW wind (48.9 onshore + 2.5 offshore).588 TWh generated.3.93GW hydro (including 2.83 pumped hydro ESS).540 TWh generated.So

RT @Alibaba_Qwen: 🦥 Qwen3-Coder-Flash: Qwen3-Coder-30B-A3B-Instruct.💚 Just lightning-fast, accurate code generation. ✅ Native 256K context….

V2G pilot project is happening in Guangzhou!.NEVs are becoming power bank. Initial 50 customers connected to Southern Grid are seeing revenue of 0.5-0.7RMB/kWh for peak valley transmission differentials. By end of 2025, GZ expects 800 NEV owners to be onboarded, releasing 500 MWh

BYD has put YangWang U8L @ px of 1.3m RMB. This is 200k higher than U8. It's possible we could see px lowering @ launch. U8L is BYD's largest ever SUV @.5400×2049×1921mm wheelbase 3250

New Huizhou smart computing center is getting built up. 11.8B RMB investment & 65 EFLOPS in computation over 189,200 m2 area. Expect to enter operation in 2026. China's true investment in AI is hard to appreciate due to all the regional projects that get govt support + low cost

Tencent combining 3D printing w/ AI. Hunyuan's 3D generation AI model is already been used to good affect by Printing farms to create cool new little creations.

German luxury brands are in trouble. Porsche saw its China sales fell off the cliff over last 12 months & now faces 15% tariff in US. Rest of BBA are only doing just a little better.

RT @BYDGlobal: BYD Thailand has achieved 90,000 NEV sales within just three years of overseas expansion. On the first anniversary of its lo….

Trump likes to side with winners. If you want to know how the recent conflict went, just see how trump is treating India vs Pakistan. May 7th was a disaster for India in the global stage.

Future of combat:. Drones vs UGVs

CETC displays China's 1st "Centaur" robot which has carrying payload of 30kg & endurance of 4 hrs. Each leg has 5 DOFs & arms can lift 12 kg payload. Comes w/ wheeled foot & can move @ high speed like wheeled robot. Aimed for industrial mkt. CETC won't be the most innovative,

RT @tphuang: Episode 5 of my podcast is now up. I invited Simon to come on this week to talk about AI infrastructure, Nvidia's Moat, proble….

Mingyang has delivered its Jupiter Hydrogen 30MW gas turbine to a pilot project in Ordos, Inner Mongolia. The pilot project uses 500MW wind power to produce 48000 Nm3/h of H2 w/ 12 1875m3 H2 spherical tanks. Supports 150kt/yr ammonia project downstream. H2 Gas turbine allows

Alicloud & Yingmi Fund reach strategic cooperation for AI full stack cooperation to use Qwen models for wealth mgmt & investment. This yr, Yingmi has kicked off industry's 1st MCP server, made it available on Alicloud & have received 2m API calls already. In 2024, Yingmi's AI

BYD launching an even lower cost version of Yuan Up @ 74.8k RMB as its cheapest "SUV".Just 301km BEV range & w/o DiPilot-100 support. This pricing is clearly targeting Geely's hot selling 星愿 w/ something slightly larger & about same px.

RT @lmstudio: Qwen/Qwen3-30B-A3B. > 30B MoE, 3B active.> 256K context. ~18GB to run locally.> Excel at instruction following + tool use.> G….

OCS allows 2000 GPUs to be connected together in a Supernode w/o same level of complex cabling as in NVL72 IIRC. CM384 also uses some form of SiPh optical fiber. I'm not technical enough to understand more, but there is clearly some innovation here.

The 6th batch of Guowang (Satnet) LEO constellation satellites was launched on LM-8A rocket today. 9 satellites from this batch. It seems like SpaceSail has been absent for a few month due to tech issues, while GW has continued to launch.