Core Viewpoint - The article discusses the relationship between BYD and Nvidia, emphasizing that BYD has not received any directive from Beijing to stop using US chips, particularly from Nvidia, which remains a crucial partner for the company [1][3]. Group 1: Relationship with Nvidia - BYD continues to source chips from Nvidia, indicating that they have not been instructed to cease purchases [1]. - The company believes that the relationship between the US and China is improving, which may positively impact their access to technology [2]. - There is a concern about potential restrictions from Washington on technology access, but BYD asserts that they have backup plans in place [5][6]. Group 2: Technology and Backup Plans - BYD claims to have strong in-house technology and multiple solutions to mitigate any supply chain issues, as demonstrated during the pandemic when they faced no chipset shortages [7]. - The company suggests that even if they switch to domestic alternatives for Nvidia chips, 90% of customer features will remain unchanged, indicating confidence in their backup solutions [9]. - The backup plans are not disclosed in detail, but BYD emphasizes that they are prepared for various scenarios and can adapt quickly [5][8].

HSBC’s former head of public affairs, who once criticized the US for strong-arming the UK into cutting back dealings with China, is about to join the Asian Infrastructure Investment Bank in Beijing https://t.co/PSA7mWz39r ...

路透：特朗普已撤回对Landon Heid的提名，他原计划任命这位对华鹰派人士出任商务部负责出口管理的助理部长。这一举动引发外界猜测，特朗普政府是否在对华科技政策上转向更为鸽派的立场。 ...

China delivers a barb at Donald Trump's student policies as the nations resume talks https://t.co/Dc5xPedVQR ...

Stacey, we start with what you say initially. Look, 85% looks better than 0% in terms of revenues. But what is the precedent here.What is their long term access to China to. Yeah. So, again, I don't like the precedent that it sets.It feels like a very slippery slope. Again, like I said, 85% better than zero. I think it's better for them both for them as frankly as well as for for the U.S. in general to be able to sell into China.Like you don't want to hand the Chinese market for air over to Huawei. We want ...

Trade Relations & Investment - A record share of American firms froze investments in China due to worsening trade ties earlier this year [1]

Have you gotten an update from your team in London negotiating the China trade talks. Uh, we are doing well with China. China is not easy.I think we're doing very well. They're over there now. I'm only getting good reports.It's a little early, but they'll be calling in soon. In fact, probably when I get back, I'll have my first call from them. We want to open up China and it'll be a great thing for China, great thing for the rest of the. ...