
This Will Devastate Them | US-China Competition | DC Gets Pandas | China Space Plans
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00:00 Introduction 00:12 US-China: Pandas, Intel Death Blow, & Huawei 08:44 Space Development Plan
China Update provides viewers with the most up to date political, economic, and geostrategic analysis on China. Videos are based on hundreds of articles, think tank reports, government statements and other resources in English and Chinese. China Update is fully independent, all views and analysis are all my own and I make the videos.
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Tony provides a comprehensive analysis of China's current political, economic, and geostrategic developments across multiple domains—from panda diplomacy to semiconductor competition to ambitious space exploration plans—arguing that while China pursues strategic ambitions, it faces structural economic vulnerabilities that may constrain execution.
- China uses panda diplomacy as soft power while its flagship conservation program has systematically failed to meet stated objectives
- US-China technology competition intensifies with coordinated Chinese pressure on Intel and restrictions on Huawei, accelerating China's technology independence efforts
- China's ambitious 2050 space plan is fiscally expensive at a time when Beijing faces deep structural economic issues and acute local fiscal pressures
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The Chinese Academy of Sciences, China National Space Administration, and China's space agency published a development plan for space science through 2050 with 17 priority areas including searching for habitable planets, extraterrestrial life, cosmic origin and evolution, gravity nature, and quantum mechanics/general relativity.
“this week the Chinese Academy of Sciences Casas the China National Space Administration cnsa and the China man space agency cmsa published a plan for the development of Space Science through 2050 most commentators argue the plan is very ambitious the first such plan unveiled in China published on Tuesday sets out 17 priority areas for development they include searching for habitable planets and extraterrestrial life exploring the origin and evolution of the universe uncovering the nature of gravity and exploring quantum mechanics and general relativity”
William R of the Center for Strategic and International Studies published a report analyzing the effects of October 2022 semiconductor export controls on US company revenues, China's technology policy, and whether they incentivize countries including China to design out US technology to avoid controls.
“this week William R of us-based Think Tank C sis published a report called designing out us technology exploring three issues surrounding the new export controls on cting semiconductors and their manufacturing tools from October 2022 namely the effect on us company revenues the effect on China's technology policy and whether they would incentivize other countries including China to design out us technology in order to avoid the controls”
Analysts argue that China has a historical pattern of allowing industry leaders in a field to expend enormous resources to establish that lead, then following closely behind at much lower cost, and China can replicate SpaceX's success by studying the 10-year roadmap the US government created by supporting SpaceX, effectively rewinding 10 years and learning from a proven template.
“however analysts point out that China has a knack of letting leaders in an industry expend the enormous resources needed for that lead then following closely behind at a much lower cost Clayton Swope senior fellow at the center for strategic and international studies in Washington observed this week that even if the state-owned Enterprises take the lead in such strategically important space projects the startups will be playing a bigger role in the years ahead expressing quote China is significantly ly behind TimeWise but that also means Beijing can follow a road map that the US government created supporting SpaceX they can rewind 10 years and see how this played out because they are mimicking how this worked in the US end quote”
The wild panda population count of 1,864 cited by American zoos as evidence of conservation success comes from a 2013 Chinese government census that 'no one in the conservation world actually believes including the zoos themselves,' and the program has few successful wild releases with individual pandas having been injured, burned, and killed by aggressive artificial breeding practices.
“in a separate report called China's wild panda census is widely regarded as flawed the same Outlet the New York Times writes that American zoos point to a rise in the wild panda numbers 1,8 64 at last count as proof that the tens of millions of dollars they have spent on conservation have hit the mark quote but that population number comes from a 2013 Chinese government tell that no one in the conservation World actually believes including the zo themselves it is one of the world's signature conservation programs we spent months investigating it and found that few pandas have been released and that individual pandas have been injured burned and even killed by aggressive Ive artificial breeding end quote”
Wang Chir, director of the Chinese Academy of Sciences National Space Science Center, stated that China aims to achieve three strategic goals: having its space station enter the first Echelon by 2027, be among the world's leading countries in key directions by 2035, and become a world space science power in important fields by 2050.
“Wang chir director of the cas National Space Science Center explained to reporters in Beijing on Tuesday quote we will strive to achieve the three-step Strategic goal formulated in the plan that is China's space station will enter the first Echelon in 2027 be among the world's leading countries and key directions in 2035 and become a world space science power in important Fields by 2050 end quote”
A New York Times investigation based on over 10,000 pages of documents found that Chinese authorities and American zoos 'have put a Rosy sheen on a program that has struggled and often failed to meet those objectives,' with records showing that zoos have historically viewed panda cubs primarily as pathways to visitors, prestige, and merchandise sales rather than conservation.
“he Bas New York Times investigation based on more than 10,000 pages of documents has found that the Chinese authorities and American zoos quote have put a Rosy sheen on a program that has struggled and often failed to meet those objectives the records photographs and video many of them from the Smithsonian Institute archives offer a detailed unvarnished history of the program they show that from the beginning zoos saw panda cubs as a pathway to visitors Prestige and merchandise sales in quote”
Intel has positioned itself against China on the Xinjiang issue by demanding its suppliers not use any labor or products from the Xinjiang region, listed Taiwan alongside China and other countries separately in financial reports, and has actively cut off supply and services to Chinese companies like Huawei and ZTE.
“Intel has actively positioned itself against China on the so-called shinjang issue demanding its suppliers not use any labor products or services from the Shang region in its Financial reports it even lists Taiwan Province alongside China the United States and Singapore it has also proactively cut off Supply and services to Chinese companies like Huawei and ZTE”
China is developing alternatives to its reliance on Western chips and tools in packaging, manufacturing tools, subcomponents, and design; maintaining leadership in advanced packaging will be essential to maintaining overall semiconductor leadership as China designs around and designs out US technology.
“the answer to the third question remains more of a mystery and it is one we are studying we are researching four parts of the semiconductor supply chain packaging Manu ufacturing tools subcomponents and design designing out and designing around along with the expanding scope of us controls will have a negative impact on the domestic industry as China develops alternatives to its Reliance on Western chips and tools maintaining leadership in advanced packaging in particular will be an essential part of maintaining overall leadership in the semiconductor sector”
China is considering an inland site for a massive commercial spaceport as a backup to its existing coastal facility in Hainan, in line with China's 'strategic hinterland' strategy adopted in July, which aims to strengthen inland regions as a backup for aerospace and other strategic industries to meet national needs in extreme situations (interpreted as potentially referring to global war).
“China is considering another Inland site as it makes plans for a massive commercial Spaceport despite the advantages of its Coastal facility on the southern island province of hyan according to the official Sichuan Daily Newspaper state run the new space port could be built in the southwestern provinces langang shanii autonomous prefecture in line with China's strategy of strengthening its so-called strategic hinderland the strategy was adopted in July as a backup for Aerospace and other strategic Industries as well as building up food and other resources quote to meet National strategic needs in extreme situations in quote as we've seen in the past extreme situations is often a youthemism for a global war”
Top Republicans and Democrats on the US House China Select Committee wrote to Commerce Secretary Rando demanding continuation of actions against Huawei, specifically addressing its 'buildup of clandestine semiconductor facilities used to circumvent US law' and restricting US-produced semiconductor manufacturing equipment to Huawei and its clandestine chip network.
“on Wednesday the top Republican and Democrat on the US House China select committee wrote a letter to Commerce Secretary Rando the letter calls on her to quote continue taking actions to address the national security threat of Huawei by addressing its buildup of clandestine semiconductor facilities used to circumvent US law and restrict the flow of us produced semiconductor manufacturing equipment to Huawei and its clandestine chip Network end quote”
A serious review of US export controls will become necessary at some point as China develops non-US semiconductor alternatives and the negative impact on the domestic industry grows.
“which means that at some point a serious review of us export controls will be necessary end quote”
After two years, the revenue impact of October 2022 export controls was small on chipmakers, larger on tool manufacturers, and will grow over time as more advanced chips fall within the scope of rules, while the controls did not change China's policy of developing its own technology but accelerated China's efforts.
“now that 2 years of past answers to the first two questions are coming into view the revenue impact was small on chipmakers larger on tool manufacturers and will get bigger over time as more advanced chips fall within the scope of the rules the controls did not change China's policy of developing its own technology in the sector but they no doubt accelerated China's efforts”
China's ambitious 2050 space plan is fiscally expensive at a time when Beijing is wrestling with deep structural economic issues including rising debt and acute fiscal pressures at the local level, making the ambitious and expensive space plan vulnerable to future cutbacks.
“taking a step back we can see China has a very ambitious road map for its space plans in the coming decades it is also very expensive and as Beijing wrestles with deep structural economic issues including but not limited to Rising debt and acute fiscal pressures at the local level an ambitious and fiscally expensive plan for the Stars may find itself vulnerable to cutbacks in the years to come we will have to see”
China analyst Bill Bishop interprets the CSAC statement as evidence that a cybersecurity risk assessment of Intel's products is imminent, with the PRC having likely already determined the results, and that China views this as leverage to pressure Intel and other semiconductor firms to lobby against October 7 semiconductor export controls while signaling to the US government that China can play hardball.
“csac would not have issued the statement without coordination with at least the cyberspace administration of China so this is less a warning shot than an announcement that a cybercity risk assessment of Intel's products is imminent and the relevant organs probably already know what the results are is this threat to Intel ass sign the PRC cite believes the updated October 7 semiconductor export controls are coming soon and so is a message to Intel and other semiconductor firms to Lobby harder to water them down and to the US government that we can play hard ball too”
The Chinese Embassy spokesman Leo Pangu stated that the panda arrivals are intended to 'inject fresh impetus into exchanges between China and the US and help to stabilize the broader bilateral relationship.'
“Leo pangu the spokesman for the Chinese Embassy in Washington said that with the new arrivals quote we hope the arrival of the pandas will inject fresh impetus into exchanges between China and the US and help to stabilize the broader bilateral relationship as well End quotes”
Beijing wants to make commercial launches easier by opening a new state-funded facility in Hainan that can accommodate more than 10 types of rockets and conduct more than 30 launches annually, competing with private commercial space operators and SpaceX's approximately 100 launches per year.
“there is the commercial side too showing that Beijing not only wants to compete with NASA but with Elon Musk too according to the plan China wants to make launches easier through a new state funed facility for use by commercial operators the complex on the coast of the island province of hyan will be able to accommodate more than 10 types of rockets and conduct more than 30 launches annually State media reports that the first flight of a privately built rocket will take place in 2025 USB Bloomberg reports that until now the government had reserved Hanan for State companies with links to the military forcing startups to make do with remote island facilities or floating launch pads offshore and this makes a difference Space X Elon musk's America based company had about 100 launches in 2023 eight times more than all Chinese private sector startups combined”
Hang, chief executive of Deep Blue Aerospace, acknowledges that SpaceX rockets 'are now flying routinely and executing commercial missions while China has not yet mastered this technology.'
“hang chief executive officer at Deep Blue Aerospace expressed to the outlet quote their Rockets are now flying routinely and executing commercial missions while China has not yet mastered this Tech technology end quote”
The Cyber Security Association of China issued a statement accusing Intel of having backdoors that the US National Security Agency (NSA) can use to access Chinese systems.
“yesterday the powerful cyber security Association of China csac issued a statement accusing Intel of having back doors that the US National Security Agency NSA can use”
Congress is concerned that 'drawn out negotiations' have allowed Huawei to stockpile the chip tools needed to rebuild its supply chains, and cutting off suppliers from this gear would 'demonstrate to our allies and partners the seriousness and fairness with which the US government executes its export control policy.'
“the lawmakers Express concern that quote drawn out negotiations end quote have let Huawei stockpile chip tools needed to rebuild its Supply chains cutting off Huawei suppliers from that gear would quote demonstrate to our allies and partners the seriousness and fairness with which the US government executes its export control policy in quote”
China's Ministry of State Security discovered a foreign company conducting unauthorized geographic mapping operations within China, and unconfirmed reports identify the company as Moboley, which is majority-owned by Intel, suggesting a more coordinated campaign against Intel.
“he then discusses a Ministry of State security China's Counter Intelligence and secret police agency post from yesterday saying a foreign company was discovered conducting unauthorized Geographic mapping operations within China further observing quote these are rumors andc confirmed that the foreign company is mobile ey of Which Intel owns a majority if that is true then this would be something much more coordinated against Intel but again it is just a rumor at this point end quote”
Commerce Secretary Rando's agency oversees both the Trade Restriction List and broader export controls on advanced chips and manufacturing tools, making her office the key decision point for US semiconductor restrictions on China.
“rando's agency oversees the pivotal trade restriction list as well as broader export control on Advanced chips and Manufacturing tools”
China's space science development plan is organized in three phases: 2024-2027, 2028-2035, and 2036-2050, with specific scientific mission plans for each phase.
“scientific Mission plans are to be rolled out in three stages from now until 2027 from 2028 to 2035 and from 2036 to 2050”
Research centers supporting China's space science operations have been established at Beijing University, the Yi River Delta region, and the Guangdong-Hong Kong-Macao Greater Bay Area, aiming to achieve breakthroughs in cosmology, galaxy science, and celestial body studies.
“according to siang deputy director of the China man space agency speaking to State media in order to support its operation research scientific centers have been established at ping University the Yi River Delta Region and the Guangdong Hong Kong maau greater Bay Area aiming to achieve breakthroughs in cosmology Galaxy science as well as the study of celestial bodies in the Milky Way and the solar system”
China plans to carry out space science research and development under five scientific themes: extreme universe, ripples in spacetime, panorama of the sun-earth system, habitable planets, and exploring the laws of space.
“China also plans to carry out space science research and development quote under five scientific themes of extreme Universe ripples in SpaceTime Panorama of the sun earth system habitable planets and exploring the laws of space end quote”
The panda exchange follows a 20-year conservation relationship and begins a new 10-year residency agreement at the Smithsonian, with zoos paying up to $1.1 million per year per panda to help China preserve panda habitat.
“this exchange follows an international cooperation agreement signed in April for the protection of giant pandas continuing a 20-year conservation relationship and beginning a new 10-year residency at the zoo the China Wildlife Conservation Association cwca said in a statement on its WeChat account on Monday the panda program around the world was created with a stated goal of saving the endangered species zoos would pay up to $ 1.1 million a year per her”
Two giant pandas from China, Baili and Singal, both 3 years old, arrived at the Smithsonian National Zoo on Tuesday, nearly a year after the DC Zoo's panda exhibit was vacated.
“two new giant pandas from China arrived at the Smithsonian National Zoo nearly a year after the DC Zoo's exhibit was vacated local media reports that two trucks carrying the balii and singal both 3 years old pulled into the zoo's entrance just before noon on Tuesday”