News on China's scientific and technological development.

tphuang

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Huawei talks about it's future with all optical networks and AI.

For data center, it will use all optical 448G optical interconnect within racks and then achieve intra-DC switching via OCS and inter-DC connection via DC-OTN.

All talks about using optical communication from 100G to 400G in space and with earth.

will also promote optical usage at home.
 

tphuang

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Avimetal complete round C funding. Will expand its metals powder production by another 2000t. Will build Aluminum-Titanium lightweight alloy powder production line. It really has a pretty serious and complete product lineup. It has delivered 150 printers world wide but I think its core business is selling powders. Aluminum alloy powder and Titanium powder product lineup is pretty complete.

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Sinofiber reports that its ZT7 product line (T700) is where most of the orders are. ZT9 (T1100) production is increasing and receiving more customer validation and orders.
 

Wrought

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A microcosm of the rise of the chemical industry is Hengli on Dalian's Changxing island.

TO CATCH A glimpse of China’s industrial heft, visit Changxing Island in the country’s north-east. There, jutting into the Bohai Sea, is one piece of the machine: a specialised petrochemical plant that opened in 2012 and has grown relentlessly ever since. It represents, in condensed form, the powerful mixture that has fuelled China’s
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: policy directives, state support, local incentives and restless entrepreneurs.

For the rest of the world it is also a cautionary tale. Hope springs eternal that China might rein in its excess capacity, perhaps as a result of its “anti-involution” campaign, the government’s latest attempt to curb cut-throat competition among domestic producers. But Changxing Island shows it is more realistic to expect another path—namely, that other countries will find it ever harder to displace China in global supply chains.

This is not to be confused with Shanghai's Changxing island, famously home to the Jiangnan and Hudong-Zhonghua shipyards. However, in a twist of fate, Hengli
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(not the Dalian shipyard, mind you), under its Hengli Heavy Industries subsidiary. It's the former STX site, since acquired and upgraded.

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tphuang

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A microcosm of the rise of the chemical industry is Hengli on Dalian's Changxing island.



This is not to be confused with Shanghai's Changxing island, famously home to the Jiangnan and Hudong-Zhonghua shipyards. However, in a twist of fate, Hengli
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(not the Dalian shipyard, mind you), under its Hengli Heavy Industries subsidiary. It's the former STX site, since acquired and upgraded.

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this is pretty huge btw. They are also building the world's largest green energy/fuel base there with hydrogen/methanol/ammonia coming from China's Dongbei region.
 

Wrought

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Paper on the evolving academic space for remote sensing publications.

In this period, for the very first time, China appears in the top 10 producers, with nearly 4% (the same as India), and Australia drops out of the top 10. Arguably, the next decade showed the greatest change. Over the years 2001–2010 (
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e), the US dropped to only 36%, and China’s share increased to 23% of publications. Additionally, Spain displaced Russia out of the top 10 in publishing, and the contributions of the top 10 countries slipped to 77.10%. China’s ascendency continued in the period 2011–2020, reaching 44% (
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f) and, for the first time, displaced the US out of the highest position (dropping to 21%). In the period 2011–2020, for the first time, the top 10 contributing countries represented less than three-quarters of the publications; see
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. This trend was slightly reversed in the years 2021–2023, in part as a result of China’s growing dominance in remote sensing publishing. Specifically, China now accounts for 62% of the publications from the top 10 contributing national contributors and almost half (47%) of all papers produced in the years 2021–2023. This shows a complete reversal of the US’s preeminence in the first 30 years of this study; see
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g. In fact, over 60 years, the US dropped from producing 88% of all publications in the period 1961–1970 to only 9.29% (12% of those from the top 10 countries) in the years 2021–2023.



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HighGround

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I have now put together an episode of my podcast on China's recent moves and why the tech breakthroughs of the past couple of years are so critical to geopolitical power.

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Im not sure what's going on with your microphone setup, but in the first five minutes you constantly get quieter for no reason, almost like you're turning away from the microphone.
 

Wrought

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Article on industrial clusters, process knowledge, and why there are no shortcuts to (re)industrialization.

This article is about that decade. It is about how China learned to make things with its hands, how that learning compounded across sectors, and why a policy that looks like industrial planning is also an extended seminar on how to manufacture. I will tell three company stories along the way. I will show how policy and workshop practice meet. I will explain why you cannot jump straight to high-end EVs, drones, or humanoid robots and expect to avoid the hard years of low-value manufacturing. And I will show how tacit knowledge, the know-how that does not fit in a manual, was the real transfer.

When people in Washington and Brussels say they want to reindustrialize at home they mean to resurrect factories and to make chips, EVs, drones and robots on sovereign soil. That is a noble aim. It’s naive to think a country can skip a decade of industrial learning. China didn’t become the factory of the world by decree; it did so through years of apprenticeship and repetition. That process is what the West and emerging economies must grasp if they hope to rebuild manufacturing at speed.

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