Nomura's Chief China Economist on AI's Economic Impact

Dr. Lu Ting discusses the U.S.–China AI race, AI's macroeconomic impact, how AI is reshaping China's regional economy, semiconductor self-reliance, and the outlook for gold prices.

Open original article View publication

What's interesting

Engagement

Likes: 7

Comments: 0

Restacks: 3

Entities

Topics

memory chips Advanced robotics lithography Large Language Models China AI landscape AI capital expenditure Semiconductor supply chain Lithography technology AI macroeconomics China-US tech rivalry Memory chip prices East Data West Computing

People

Lu Ting Liang Wenfeng

Companies

DeepSeek Economic Conversations Tencent Finance Nomura

Guests

Lu Ting

Sponsorship

No sponsorship detected

💸 MiMo Undercuts Grok’s Big AI Launch

Superintelligence. · Liang Wenfeng · DeepSeek · Semiconductor supply chain

How would Chinese technology look like five years from now?

Baiguan - China Insights, Data, Context · Liang Wenfeng · DeepSeek

9/21: Grok 4.7

MTS · Liang Wenfeng · DeepSeek

How China Thinks About AI

Derek Thompson · Liang Wenfeng · DeepSeek

DeepSeek's Flash Sale, Google's Gemini Finds Its Feet, and Music Copyright Bites Back

The Signal · Liang Wenfeng · DeepSeek

Opus 5.5 vs GPT6, Alibaba Chip, Gemini Hacks 3 | Weekly Digest

Creators' AI · Liang Wenfeng · DeepSeek

The Business Engineer’s Book

The Business Engineer · lithography · Semiconductor supply chain

La Chine a-t-elle trouvé la parade pour produire des puces sous les 3 nm ?

Cafétech · lithography · Lithography technology