As we hit the Christmas season of 2025, I have a special episode out to first talk about the 6 future industries that China said it will be focusing on over the 15th Five Year Plan period.

The industries are Quantum Computing, Bio-Manufacturing, Hydrogen & Nuclear Fusion, Brain Computer Interconnect (BCI), Embodied AI and 6G Telecom. Embodied AI is something I really care about and talked about quite a bit on this episode. Especially as it relates to EV and smart phones. Hydrogen and Embodied AI will have huge 2026 in China. Keep an eye on the number of consumer embodied AI products like toys, little gadgets and companions that will come online next year.

I also talked a little bit about H200 and the EUV news. I’m not too worked up by either news. I think H200 purchase will have a positive effect for the small AI labs like DeepSeek, Zhipu, Moonshot and Minimax. But the biggest players in China’s AI world are still ByteDance and Alibaba. ByteDance made a very strong move recently with Doubao Phone. They are only going to push further ahead here next year with more OEM partners. Xiaomi and Huawei are likely going to use their own LLMs. Xiaomi’s recently released model was really good. I’m generally not too surprised by EUV news. I think it shows that there are so many people know about the projects that even Reuters found out about it. Getting this into risk production and HVM will require them to fine tune the entire process and get all the little details right. We will see how long that will take. I would think 2028 would be on the later side.

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Episode ID: 1000742594943

GUID: substack:post:182468770

Release Date: 24/12/2025, 13:30:34