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@tphuang Avatar @tphuang tphuang

tphuang posts on X about china, byd, chips, xiaomi the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence countries XXXX% technology brands XXXX% automotive brands #5783 stocks XXXX% finance XXXX% currencies XXXX% vc firms #434 social networks XXXX% celebrities XXXX%

Social topic influence china #2753, byd #44, chips #364, xiaomi #299, countries #2799, robot #1779, malaysia #1106, all the 0.32%, open ai 0.32%, brazil #1025

Top accounts mentioned or mentioned by @electricfelix @sz_mediagroup @carfansc @gonglei89 @glennluk @2030shaun @kavenmaitimborb @teortaxestex @ttechnomarcel @zephyr_z9 @dancollins2011 @snekotron @hurin92 @rushdoshi @pbhpbh001 @jeffboeker @siliconflowai @fifongirmfo @ricardointech @enthusiasm2024

Top assets mentioned Tesla, Inc. (TSLA) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) Rio Tinto plc (RIO) Exponent Inc (EXPO) MP Materials Corp. (MP)

Top Social Posts #

Top posts by engagements in the last XX hours

"Also widely used as heatsink due to excellent properties & as substrate for GaN ICs. Also used in advanced pkging such as 3D stacking tech & production of ultra-thin wafers. It's also used process difficult to machine materials like Ti alloy & composite materials to create high durability components"
X Link @tphuang 2025-10-10T22:10Z 26.9K followers, 1595 engagements

"BYD has invested in another AI robotics company Paxini Tech (also invested in Ubtech & Agibot) Paxini has developed 6D Hall array tactile sensor giving it human like perception capabilities. It also built full stackAI tech in its robot from h/w packaging data algo & VTLA model. so a lot of reason for BYD to get involved here. src"
X Link @tphuang 2025-04-30T00:37Z 26.9K followers, 5647 engagements

"Some ppl would argue that since China doesn't have all the world's RE deposit or even produce all of it (just XX% of REO in 2024) then why does China even matter Well did you know that US/MP Materials had to ship all its RE concentrates to China for processing until recently"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 8167 engagements

"One thing that @gonglei89 raised today that I think is important here. China could use its advantage in RE LIB & super hard tech to "reward" friendly nations. In this case it might be more willing to transfer tech to Malaysia as long as the processed RE comes back to China for later process & secure access to Malaysia's RE resources. That would also apply to other countries w/ large RE reserves like Brazil & Vietnam"
X Link @tphuang 2025-10-11T01:05Z 26.9K followers, 10K engagements

"Reducers is one of the most important components in industrial & humanoid robots. There are different types including general purpose harmonic RV Cycloidal speed & precision planetary reducers. 1st X are the most important reducers in robots. More on robot supply chain👇"
X Link @tphuang 2025-10-05T23:58Z 26.9K followers, 8068 engagements

"BYD launches 2026 version of Han EV & DM-i EV comes in 506km to 705km range @ XXXXX to 205.8k RMB DM-i all comes w/ XXX km BEV range @ XXXXX to 189.8k RMB Higher spec'd versions come w/ Lidar Latest EV has 10.6kWh/100km energy efficiency w/ XX% efficient efficiency & 190km/h+ top speed Quite extraordinary for its size Uses Dipilot-100/300 depends on presence of Lidar XXX km/h TBC"
X Link @tphuang 2025-10-11T18:14Z 26.9K followers, 3133 engagements

"Also more oil trading globally is switching over to RMB. Russians are now getting Indian refiners to pay oil in RMB. We know that Venezuela & Iran are also taking RMB payment for their oil. As such Saudis Emirates & Qataris will take RMB for increasing % of their hydrocarbon"
X Link @tphuang 2025-10-12T18:59Z 26.9K followers, 8263 engagements

"Looking thru China's export controls for Li Ion Battery related machineries chemicals & parts for cathode anode & graphite I think China is telling US that it is ready to move on. You don't bluff w/ this kind of blow w/o willingness to swallow a hard counter punch. The battery guy that I follow on Weibo was shocked to see the thoroughness of the equipment used for producing graphite anode & high density cathode"
X Link @tphuang 2025-10-09T14:54Z 26.9K followers, 116.9K engagements

"CCTV reports high demand for Xiaomi-17 series where it sold X million units in just X days. LeiJun reports it far exceeded his expectations. In fact Xiaomi-17 sold as many as iPhone-17 in China in X days. Which is quite extraordinary given the latter's dominance in high end phone mkt"
X Link @tphuang 2025-10-08T11:09Z 26.9K followers, 6315 engagements

"There aren't that many things US can really threaten China at this pt unless its willing to force China off the western financial trading & clearing system. That would be painful but is also why China is pushing hard on CIPS gold & alternative clearing system. Does US want to torpedo its own financial system to do that"
X Link @tphuang 2025-10-12T23:43Z 26.9K followers, 3284 engagements

"Sep sales figures are out. I will share them in a thread here. Leapmotor is up to 66657 (up XX% YoY just huge) Zeekr+Lynk&Co is 51159 (up XXX% YoY) XPeng up to 41581 all time high (huge growth YoY) Xiaomi surpassed 40k for 1st time likely even higher than XPeng (very healthy)"
X Link @tphuang 2025-10-01T11:21Z 26.9K followers, 3863 engagements

"China's battery export for auto & others (mostly ESS) from Jan to Sep. Note the steady jump in both. ESS account for 1/3 to 2/5th of total battery export each month. By battery makers BYD & CALB both saw pretty large jumps in export. So did SVolt. CATL remain far & away leader"
X Link @tphuang 2025-10-15T20:19Z 26.9K followers, 1500 engagements

"Keep in mind that Chinese OEMs really buy a lot of QCOM chips for their phones. I don't actually know what this means here bc Xiaomi & Vivo are not ready to limit themselves to just MTEK & HW SoCs"
X Link @tphuang 2025-10-11T01:01Z 26.9K followers, 4805 engagements

"Qwen3-Max was trained on 36T tokens. Plan from below show scaling data to 100T level token (so X to 10x over now likely many synthetic) Test-time scaling 64k - 1M means vastly more compute resource for reasoning parameter from trillion to 10s of trillion context length from 1M to 10M So more of everything all around that will require more compute for both training & inference. Unclear how well synthetic tokens scale (since more low quality tokens may actually make model worse) Unclear how much better reasoning model can be w/ even 100x more inference compute. Is that XX% or 30%"
X Link @tphuang 2025-09-25T20:25Z 26.9K followers, 8756 engagements

"Nuclear Fusion project called BEST is currently under construction in Hefei using high field superconducting Tokamak tech. Project started construciton this yr & to complete in 2027. Will achieve world's 1st demonstration of fusion power generation - to light a lamp by 2030"
X Link @tphuang 2025-10-03T11:58Z 26.9K followers, 4090 engagements

"China's updated export control seem to be directed @ US EAR's De Minis Rule (for XXX% XX RE elements) + FDP (Chinese tech in mining smelting separation processing mfg & recycling). Annex X can be modified to include more elements like Ga Ge & La. Why is it done this way"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 108.9K engagements

"Looking thru Chinese social media. China is using its buying power to pressure BHP to get in line for more control of iron ore pricing buying in RMB & for its financial system to play a bigger role. Vale purchases have surged due to its willingness to play ball: selling in RMB & trading on DCE. Australian media frame this as China bargaining hard for lower px but RMB usage moving away from Western clearing & trading + pricing control are big parts of this"
X Link @tphuang 2025-10-04T23:42Z 26.9K followers, 25.4K engagements

"@GlennLuk this might be best way to monetize OpenAI models cause businesses are not paying lol"
X Link @tphuang 2025-10-14T21:59Z 26.9K followers, XXX engagements

"World's largest diameter vertical shaft boring machine the "Qiming" rolled off the production line in Zhengzhou for China Railways. Excavation diameter of 24m and max excavation depth of 150m. Significantly more autonomous w/ just a few workers required to operate above ground"
X Link @tphuang 2025-09-27T10:30Z 26.9K followers, 5173 engagements

"Alibaba expanding partnership w/ Bosch for the global mkt. Bosch's ADAS will use AliCloud's AI infrastructure + Qwen for smart cockpit. Will see Bosch widening mkt reach in ASEAN Spain & Latam via Lazada & AliExpress"
X Link @tphuang 2025-09-02T17:46Z 26.9K followers, 4036 engagements

"BYD continues to pick up greater work share w/ Apple products as it grows its EMS business. BYDE has a pretty big factory in Vietnam where this will be done. BYD also supplies batteries for apple products among other things"
X Link @tphuang 2025-10-15T01:42Z 26.9K followers, 2752 engagements

"More countries in global south will look to convert their loans to RMB for lower interest rates. More commodity trading will be done in RMB since China is the largest consumer + has exchanges for that in DCE SHFE INE & SGE - will become more attractive compared to ICE & LSE"
X Link @tphuang 2025-10-12T18:59Z 26.9K followers, 2805 engagements

"in 1st X quarters of this yr China's local currency settlement ratio w/ Russia Brazil & Argentina increased by XX% while usage of CIPS has increased by 67%. So China is getting commodity & farming imports to be settled in RMB & processed w/ CIPS. Those RMB will in turn be used to buy Chinese goods"
X Link @tphuang 2025-10-12T18:59Z 26.9K followers, 1109 engagements

"Xiaomi Redmi announces 2T RMB output drive & Domestic IC supply chain to support that Some big names BYDE - IC products good enuf for smart phone why it's able to supply so much ICs for EV TCL/Tianma/Visionox - OLED Silergy - major PMIC analog chipmaker Goodix - Finger scanners Omnivision - CIS OFilm - Camera Module Maxscend/Vanchip - RF suppliers Sunwoda - battery Huaqin - ODM CXMT - DRAM good enough AAC tech/Goertek - acoustic system AwinIc - analog mix RF IC Lens tech - Analog Really interesting to see this taking shape Especially in context of HW doing the same"
X Link @tphuang 2023-11-23T23:33Z 26.9K followers, 6212 engagements

"Meituan drones have apparently started night time delivery in Shenzhen. This is next level stuff"
X Link @tphuang 2025-09-28T10:27Z 26.9K followers, 3751 engagements

"Recently HW just unveiled Atlas XXX & XXX SuperCluster + Ascend XXX to XXX chips OCS UBMesh & its own HBM. Alibaba has also unveiled its own PPU chip & 128-chip SuperNode + 100k card cluster. Domestic solutions are now perfectly fine for cutting edge AI research & inference"
X Link @tphuang 2025-10-12T23:42Z 26.9K followers, 1238 engagements

"ByteDance is the latest Chinese big tech to build data center in Brazil as it will invest 50B BRL for a 300MW data center powered by wind power in Cear. Likely to be the engine that powers TikTok users in the region"
X Link @tphuang 2025-10-14T13:33Z 26.9K followers, 3564 engagements

"HikSense's HikRobot has one of the more complete AMR/AGVs lineups. It is used in Geely & Xiaomi factories & logistics centers among other places. See all these little AMRs zooming around factories & logistics centers. How can bipedal robots compete w/ this"
X Link @tphuang 2025-10-04T20:58Z 26.9K followers, 1288 engagements

"If achieved major breakthrough in the production of 3-inch diamond wafers as well as 4-inch diamond thin film that can be used in advanced 5G/6G communication as well as the most advanced AESA radar. GaN-on-Diamond already been tested by CETC & HW due to unique properties"
X Link @tphuang 2025-10-12T23:42Z 26.9K followers, 1216 engagements

"Changing landscape of battery chemistry. Note how LFP is chemistry of choice for XX% of coach/buses XX% of trucks & XX% of PVs. The latter was XX% just in 2023 so the mkt continues to move toward prismatic LFP battery. Cylindrical NCM battery just doesn't work & Western automakers went down the wrong path for several yrs before realizing prismatic LFP is the way to go"
X Link @tphuang 2025-10-15T13:01Z 26.9K followers, 4340 engagements

"Some BYD news from today. Li Yunfei says that Shark XX should launch in China at some pt. Danza's flagship store opened up in Monterrey w/ Z9GT & B5 starting pre-sale. BYD is working w/ local dealer Premier Automotriz for Denza brand"
X Link @tphuang 2025-10-08T13:15Z 26.9K followers, 4012 engagements

"It's very hard to build Rare Earth industry or any critical mineral industry when AI/tech & finance suck up all your electricity talent & capital. US has to make a decision on continuing to worship tech & finance bros vs having a real economy"
X Link @tphuang 2025-10-09T22:43Z 26.9K followers, 10.6K engagements

"As I discussed in other places CF & CFRP production is massively ramping up in China. Many projects are for supplying Unitree & Ubtech robots like below. Kitsch Avic High Tech HRC & other suppliers in China all mention humanoids as a huge driver in their expansion"
X Link @tphuang 2025-10-07T21:33Z 26.9K followers, XXX engagements

"See below for a CSSC smart factory & how parts are moved aroud using AMRs & AGVs"
X Link @tphuang 2025-10-04T20:58Z 26.9K followers, XXX engagements

"Li Auto i6 vs Onvo L60 vs Xiaomi yu7 vs Tesla Model Y I think I would pick Yu7 here"
X Link @tphuang 2025-09-26T20:50Z 26.9K followers, 3314 engagements

"Ferrari's super EV 880V 122kWh battery pack & 350kW fast chargin X eMotors 30000 rpm & 1000 hp 0-100km/h in 2.5s. Pretty much everything here is worse than U9 & Su7 Ultra. Legacy automakers really just can't compete anymore"
X Link @tphuang 2025-10-10T01:27Z 26.9K followers, 6938 engagements

"Launch events this wk: New 2nd Gen Qin+ DM-i/EV to be launched on 25th Denza N8L to start pre-sale on 26th (I guess rumor of it being delayed until next yr are fake news) very important model for BYD Li Auto i6 unveiling chassis detail to be put on pre-sale also on 26th"
X Link @tphuang 2025-09-22T11:29Z 26.9K followers, 2743 engagements

"CEEC has won EPC for X large renewable projects in Saudi Arabia w/ PIF for $2.745B. They are for 2GW Fulis solar 1GW Shaqra wind & 2GW Stella wind projects to be completed over next XX months. Will this be paid in $ or RMB"
X Link @tphuang 2025-10-11T19:25Z 26.9K followers, 4236 engagements

"Wasn't the China hawks adamant about not selling these amazing Nvidia chips to China Looks like the govt doesn't even want them. I've been saying for a while now that China is swimming in chips. Maybe a little less exuberance over AI DC buildup is a good thing"
X Link @tphuang 2025-10-11T00:59Z 26.9K followers, 3134 engagements

"China's emphasis here on advanced semi mfg R&D + AI chip is a direct retaliation for something from X yrs ago. it also added its own BIS XX% rule for entity list firms. Would signal that it's no longer concerned about further US restrictions on SMEs & AI chips. Huge implication"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 21.7K engagements

"See below for the additional usage: Aeroengine in high temperature alloy blades composite materials solar panel wafer cutting Li battery electrode tab cutting & processing. High-end opticis & laser tech. Precision machinery Mfg & autonomtive industry"
X Link @tphuang 2025-10-10T22:10Z 26.9K followers, 1486 engagements

"China's Sep auto sales. Top selling models. Pretty much are all NEVs Big difference vs last yr is that Wuling Mini & Geely Xingyuan have overtaken Seagull in sedan category. BYD's top selling sedan are now Qin+ & Seal X. Yu7 is now #5 in SUV category. Just huge to see Xiaomi raising production this quickly"
X Link @tphuang 2025-10-14T01:53Z 26.9K followers, 3757 engagements

"The Bambu Lab story is quite extraordinary. It was only formed in 2020 & already reached annual rev of 6B RMB by 2024 w/ 1.5B+ profits & became the leader in consumer grade 3D printers. Founder was a DJI employee & part of consumer drone division. He took several engineer & systems background buddies to start 3D printing development w/ just core tema of X members. Took XX months to develop 1st 3D printing product. It showcased X1 in 2022/4 & received 5575 supporter are Kickstarter platform raising 47m RMB. Rather than relying on BS or marketing it just got its core product to be really"
X Link @tphuang 2025-10-15T01:53Z 26.9K followers, 20.3K engagements

"Ppl that started the chip war are still eager to justify it by continue the line of China having "scarce compute". That's despite Chinese AI labs (including Meituan China's Grubhub) now dominating open src rankings & rapidly catching up to OpenAI & Google. Thread on how out of touch they are"
X Link @tphuang 2025-09-22T00:06Z 26.9K followers, 27.6K engagements

"China's large & fragmented analog chips mkt share back in 2023. TI led w/ XX% followed by ADI XX% & Skyworks X% The tariffs will hit them pretty hard. Leaving the mkt for both EU & domestic suppliers. Look for Infineon ST NXP Silergy BYD SGMicro & Novosense to benefit. EV makers will need to find new suppliers. Can BYD Semi capitalize on this"
X Link @tphuang 2025-04-17T20:50Z 26.9K followers, 3062 engagements

"CMRG is already redirecting cargoes from Vale to other countries as domestic demand is dropping so it can sustain a showdown for a while. If BHP caves here expect CMRG to go after Rio Tinto & other mineral producers. Fortescue is likely safe due to relationship w/ China Inc"
X Link @tphuang 2025-10-04T23:42Z 26.9K followers, 2507 engagements

"As seen in this table this entirely stops RE tech diffusion & seeks to choke off foreign RE buildout w/ control of machines chemicals data IP & any Chinese tech. Overcoming this would require a full RE supply chain to be built outside of China. Would require concerted long time strategy & undertaking"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 9874 engagements

"CEC achieved a major breakthrough in ADC chips w/ 12-bit @ 16GSPS (better than TI's best) which enables further development in 5G/6G telecom commercial satellites & AI. Its 6G progress cannot be stopped now that it has high-end ADC & GaN-on-Diamond RF chips operational"
X Link @tphuang 2025-10-12T23:42Z 26.9K followers, 1177 engagements

"Interesting CATL LFP battery cells (not pack level) Tesla use 172.5Ah - XXX Wh/kg AITO M5 use 204Ah - XXX Wh/kg Xiaomi use XXXXX & 239.3Ah - XXX & XXX Wh/kg Avatr's 5C battery 124Ah - XXX Wh/kg Different battery cells different charge/discharge rate different density"
X Link @tphuang 2025-10-15T15:47Z 26.9K followers, 2275 engagements

"btw China also added a bunch of US defense companies to its "unverified list". This includes Huntington Ingalls BAE Elbit Teledyne & ATK. BAE & Huntington are both pretty huge so will be interesting test case to see how effective this is"
X Link @tphuang 2025-10-12T23:48Z 26.9K followers, 20.6K engagements

"This is going to shock all the economists out there but mfg employment is dropping even in East Asian countries bc young ppl don't want to work in factories. They want to work in nice white collar office jobs w/ proper AC. Even in Malaysia factories are automating as much as possible to deal w/ this reality. There are many reasons for wanting to bring back manufacturing in developed countries but employment should not be one of them. Factory work is not desirable for most ppl. If you did a survey of young ppl on what kind of job they want do growing up. I'd bet a huge % of them would say"
X Link @tphuang 2025-10-09T02:48Z 26.9K followers, 47K engagements

"What happens when China takes the lead in home service robots Dyson is the best case study. Its high brand value in vacuum fans & hair dryers have not stopped the inevitable drop in revenue as competition from Dreame is eating into its bottom line. What does this mean 👇"
X Link @tphuang 2025-10-03T21:05Z 26.9K followers, 25.9K engagements

"The DeepSeek comment that shook the Chinese stock mkt. UE8M0 FP8 version is designed/optimized for a next-gen domestic chip. See Cambricon stock px Also see MXFP8 vs FP8 in accuracy. UE8M0 allows full scaling via 8-bit exponent. Likely referring to upcoming 910D here"
X Link @tphuang 2025-08-22T12:06Z 26.9K followers, 21.3K engagements

"Sina/Weibo is a major customer of HW/Ascend cloud & CloudMatrix-384. XX% of their 590m customer tried DS R1 by 02/15 DS fever was wide spread & got adopted by Weibo search. Weibo says it already uses CloudMatrix & Ascend-910C It's "much better" than H20 Ascend compute can be delivered quickly on HW Cloud"
X Link @tphuang 2025-04-14T21:50Z 26.9K followers, 8278 engagements

"China is a huge importer of RE carbonate from Malaysia (even tho Malaysia process its RE) & other RE from Myanmar & Laos bc these countries struggle to complete the full RE product cycle w/o Chinese downstream plants or equipments. Their RE industry rely on Chinese tech"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 4943 engagements

"@ruima Not just a cost issue. Open source means you dont have to send OpenAI your data. Its very hard for closed source to beat open source in companies that care about data privacy"
X Link @tphuang 2025-10-11T16:09Z 26.9K followers, XXX engagements

"Sep auto sales out of China: Tesla leads luxury brand sales ahead of Audi & HIMA. If Xiaomi was included here it would've been 5th ahead of Benz. Huge fall for mostly ICE brands. among medium/high brands It was Tesla Xiaomi Li Auto FCB Zeekr & Tank. Again ICE brands are sinking reallylow. Volvo & Cadillac are a shadow of their former selves"
X Link @tphuang 2025-10-14T21:55Z 26.9K followers, 3261 engagements

"DJI encroached into action camera w/ Osmo & robot vacuum industry w/ Romo. Now Insta360 is hitting back w/ its 1st drone - Antigravity A1. It really plays to their strength of high end camera & vlogging. Pretty impressive stuff"
X Link @tphuang 2025-10-13T02:23Z 26.9K followers, 9964 engagements

"But this will go beyond just forcing commodity producers to use CIPS & RMB. Kenya recently just converted their SGR loan to RMB from $ & achieved $250m in interest saving annually. It can now take RMB payment on its export so that RMB can be used to pay back on its loan"
X Link @tphuang 2025-10-12T18:59Z 26.9K followers, 1110 engagements

"China has tightened RE export control. Requiring export apps for using its RE in R&D + production of 14nm & below logic chips + 256L+ memory chips when it comes to materials metrology & SMEs. So no more HRE for any Nvidia chips or ASML/AMAT machines That seems like a big deal"
X Link @tphuang 2025-10-09T03:05Z 26.9K followers, 111.1K engagements

"2026 version of Seal XX DM-i has been launched. Its BEV range for 79.8k RMB version has been raised from 55km to 128km. Full range is 2000km+. Since China will stop reducing tax for PHEVs of under 100km BEV range next yr automakers are busy rolling out PHEVs of higher BEV range"
X Link @tphuang 2025-10-11T10:26Z 26.9K followers, 3149 engagements

"Space Pioneer plans for maiden launch of (TL-3) later this yr off the coast of Shandong in Haiyang. This offshore launch location can launch XX rockets/yr to support LEO constellation & CSS resupply. My cousin pointed it out its location in Aug when I visited Yantai. The locals are super excited abt another industry that can bring jobs & money to Shandong"
X Link @tphuang 2025-10-14T18:48Z 26.9K followers, 3414 engagements

"I will look into other components soon but the story book for industrial robot sector is very similar. Oct 2022 surprise happened & everyone raised toward de-risking from Western suppliers. Japanese Companies got hit really hard here since they dominated supply chain b4"
X Link @tphuang 2025-09-28T20:48Z 26.9K followers, 5747 engagements

"COSCO Shipping initiated international auto transit service at Chancay port w/ XXX unloading recently there. Cars from Beijing/Tianjin region arrived thru Tianjin-Chancay route. Now cars can be transported to rest of West coast of South America to Peru Chile Ecuador Colombia"
X Link @tphuang 2025-08-08T08:13Z 26.9K followers, 2757 engagements

"Make not mistake that there will be further announcement coming soon. Order No XX & XX haven't come out yet. Chinese govt isn't going to make these moves w/o major domestic tech break thru. What will those breakthrus look like"
X Link @tphuang 2025-10-11T01:02Z 26.9K followers, 6060 engagements

"Do ppl actually think China's critical systems use American software"
X Link @tphuang 2025-10-11T19:19Z 26.9K followers, 7261 engagements

"Video from SAC factory on J-35: Said to be able to operate off both CATOBAR & STOBAR carriers. Multi-role fighter jet that focuses more on A2A"
X Link @tphuang 2025-10-05T12:02Z 26.9K followers, 3700 engagements

"Recently COSCO Shipping completed delivery of 2386 45t BESS to Jeddah port in Saudi Arabia. 12.5GWh of ESS was delivered thru XX trips over X months. This is BYD's contract w/ Saudi Electric Company that 1st delivered in April. China's largest ever export contract for ESS"
X Link @tphuang 2025-08-31T23:40Z 26.9K followers, 2973 engagements

"Rather interesting: I did find everything to be very cheap in China & this matches the inflation data weve been hearing about"
X Link @tphuang 2025-10-09T16:00Z 26.9K followers, 45.1K engagements

"You can see Nabtesco share shrink from XX% in 2023 to XX% in 2024. While top domestic supplier Fine Motion increased from XX% to 25%. Interesting enough Taiwanese Co Chietom share increased & got counted as "domestic" Other than that mostly just domestic suppliers"
X Link @tphuang 2025-09-28T20:48Z 26.9K followers, 5702 engagements

"A research from earlier this yr of humanoid robot supply chain show China's overwhelming presence in their production especially wrt to Heavy rare earths motors batteries heat mgmt & LiDar But as Elon talks about producing 1B robots a yr does the supply chain actually exist"
X Link @tphuang 2025-10-07T21:33Z 26.9K followers, 15K engagements

"Chancay port is XXX% automated. Look at all the AGVs around. This is what allows full XX hr operation & highest throughput. No delays to any of the truckers or cargo ships"
X Link @tphuang 2024-11-24T11:09Z 26.9K followers, 93K engagements

"Li Auto i6 5-seat SUV is now on sale at 249.8k RMB CLTC range of XXX km w/ standard 5C battery that can charge 500km in 10min Efficiency of XXXX kWh /100km Comes in either 250kW RWD version or 400kW 4WD version Dimension 4.95/1.93/1.65m wheelbase 3m Uses Nvidia Thor-U & SD8295 SoC + ATL Lidar Everything looks pretty nice but there is a problem where Li Auto SUVs now just look standard. Nothing stand out w/ its BEVs"
X Link @tphuang 2025-09-26T12:56Z 26.9K followers, 2614 engagements

"Read the substack in this thread. I have seen andreessen & horowitz podcast on this issue a few months ago. A16z team clearly gets it better than XX% of SV. I am going to have my own threads on this soon. I would like to separate industrial home & humanoid robot though"
X Link @tphuang 2025-09-28T01:38Z 26.9K followers, 32.8K engagements

"MP Materials did complete light RE processing facility recently allowing for that to LRE to be made into NdPr productions. Malaysia also has some LRE processing w/ Lynas. But can these facilities operate w/o Chinese chemicals or equipments After all MP had Chinese help in setting up its operation. That's why China had a small share in it"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 5680 engagements

"Apple announces that XX% of its production in China now use renewable energy. It is on its way to achieve XXX% by 2030 through working w/ over XXX local suppliers"
X Link @tphuang 2025-10-14T01:49Z 26.9K followers, 4648 engagements

"SiCarrier subsidiary launched a 90GHz Ultra-High-Speed Real-Time Oscilloscope. Broke through the 60GHz US export control. Keysight Tech is the global leader here w/ 110GHz so SiCarrier really catching up here. It's the world's 1st full-screen & smart Oscilloscope. Has sampling rate of 200B times/s & memory depth of 4B samples. It can accurately capture and analyze transient signals from nanochips. Important for advanced metrology tools"
X Link @tphuang 2025-10-15T11:06Z 26.9K followers, 42.8K engagements

"We are already seeing Ubtech's Walker S1 robots in BYD & other smart factories in China. Will bipedal humanoid robot take over factory production in the future Or has it been over-hyped Clearly even Ubtech only considers S1 to be X part of a family of robots. Will explore 👇"
X Link @tphuang 2025-10-04T20:58Z 26.9K followers, 12.4K engagements

"a16z entry talked about China developing its domestic supply chain around industrial robot especially Harmonic reducers. Chinese supply chain around motors reducers servo actuators inverters have all seen huge growth in the past couple of yrs. I will discuss some here 👇"
X Link @tphuang 2025-09-28T20:48Z 26.9K followers, 11.7K engagements

"Some may wonder why HK-MG tech is needed at all. Why do we care if La is export controlled Well the section below explain why La is important in Finfet HK-MG & that it is used in advanced DRAM. All things you would need in your AI chip + buildout"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 5418 engagements

"On helium they broke through on 6N9 grade ultrapure He from NG which is needed for semi aerospace & cutting edge science. China expects to be more than XX% self sufficient by 2028 & can import the rest from Qatar + other countries"
X Link @tphuang 2025-10-12T23:42Z 26.9K followers, 1424 engagements

"Alicloud picked up another major customer as NBA China will use Alicloud's AI & cloud computing services. it will develop specialized AI model based on Alibaba's Qwen model using NBA's data. NBA China App & website & mini-program will all use Alicloud infrastructure. Go Joe Tsai"
X Link @tphuang 2025-10-09T13:33Z 26.9K followers, 3818 engagements

"BYD's Camacari plant officially opened up today w/ its XX millionth NEV globally rolling off the production line. Expect to have 2000 workers b4 end of yr & support 20k jobs directly/indirectly when in full op. Facility will produce 150k NEVs initially & 300k in phase X. Throughout 2026 increasing # of auto parts & battery parts will be produced in this XXX million m2 industrial park. 1st of XX facilities in complex is already in operation & had unveiling ceremony in July. It took XX months from start of construction to delivery of 1st vehicle from production line (built from SKD). Local"
X Link @tphuang 2025-10-09T20:14Z 26.9K followers, 8347 engagements

"NIO hit new high w/ 34749 a lot of that is for lower px brands but still continued growth here & new ES8 backlog is huge. NIO beat Li Auto which sold just 33951. 1st time in a long time this happened. FangChengBao sold more than 20k for 1st time. IM Motor had 11107 sales"
X Link @tphuang 2025-10-01T11:21Z 26.9K followers, 2191 engagements

"CNNC has made breakthrough in key nuclear fusion energy extraction by completing its thermal test bench. It designed & built an engineering liquid metal & Helium working fluid thermal test bench which is now fully operational. It can operate stably in 0-4T magnetic fields @ 300-550 C temperature under variety of flow conditions. Getting nuclear fusion to work commercially will require the most advanced materials. Not sure how far we are from that but news have been gathering pace in the past yr"
X Link @tphuang 2025-10-14T14:59Z 26.9K followers, 5553 engagements

"This is very significant. It remains to be seen China's end goal here. Whether it is just to gain negotiation leverage or to hold back US AI industry or something else. I don't think China is bluffing so is willing to deal w/ retaliations when they come"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 8301 engagements

"Envision has won contract for Kazakhstan's 1st renewable project 1GW Mirny Wind Farm w/ XXX 6.5MW smart wind turbine. Partnering up w/ Total Energies Samruk-Energo & KazMunayGas. Expects to come in late 2026 & generate X TWh/yr. Will be paired w/ 300MW/600MWh ESS. Chinese wind turbine makers are increasingly taking on projects in overseas mkt especially in Asia"
X Link @tphuang 2025-10-11T19:29Z 26.9K followers, 3704 engagements

"Harmonic reducer mkt is a typical story of X foreign company Harmonic drive vs many Chinese companies. Due to growth of Chinese players Harmonic drive is down to XX% by 24H1 in China w/ LeaderDrive Laifual & TC Drive in X to 4th place. HDSI & Nidec was at XX% in 2018"
X Link @tphuang 2025-10-05T23:58Z 26.9K followers, XXX engagements

"BYD unveils its latest eBus @ Busworld Europe 2025 using the e-BUS platform XXX. B12.b HF (high floor) is designed for commuting intercity travel & tourism. Max luggage compartment space of 5.7m3 (enuf for XXX 20-inch luggages). Powered by 495kWh battery pack for 650km range. Also showcased B18.b eBus for 18m segment. Using CTC tech & 746kWh battery for 630km range & can accommodate XXX pax. BYD is really getting into inter-city coach mkt w/ eBus XXX platform. Huge for electrification of long range bus range"
X Link @tphuang 2025-10-06T20:41Z 26.9K followers, 4320 engagements

"BYD received 20+ Brazilian inquiries for the limited U9 Xtreme vehicle & ended up choosing Leo Sanchez as the lone buyer from Brazil. U9X is a great brand builder for BYD. Already sold out w/ mostly Middle Eastern buyers"
X Link @tphuang 2025-10-12T00:48Z 26.9K followers, 5871 engagements

"2 posts here argue for the importance of La as well as Samarium Cobalt magnets in SME RE target material is critical in production of thin film materials used in PVD/CVD where target is evaporated to deposit onto substrate forming thin film. Can't do R&D + production w/o them"
X Link @tphuang 2025-10-09T19:06Z 26.9K followers, 5790 engagements

"There are also multi-material suppliers in China like which is massively ramping up PEEK PPS LCP & CFRP for humanoid robot. 6/30 it announced 1B investment for 400kt of production capacity w/ stage X production fully focused on robots. Basic materials for joint gears reducers screws housing actuator motor components connectors transmission gear bearing assembly arms & frames. Things in that diagram don't get made w/o basic materials"
X Link @tphuang 2025-10-07T21:33Z 26.9K followers, XXX engagements

"BYD delivered another 295606 vehicles that use its DiPilot advanced ADAS in Sep. There are now 1.7m such vehicles on the road & generating 110m km of data/day. All this data should significantly speed up its algo improvement timeline"
X Link @tphuang 2025-10-15T11:20Z 26.9K followers, 2216 engagements

"Huntington Ingalls has been added to China's export control list. We are about to find out if this list has any real bite"
X Link @tphuang 2025-09-25T10:26Z 26.9K followers, 12.1K engagements

"Largest planned Ammonia project globally in Saudi Arabia where ACWA & Sinopec are building. 2.8mt in green ammonia from 400kt hydrogen. 4.5GW electrolysis to produce 8000t per day. To start operation in 2030"
X Link @tphuang 2025-08-28T09:41Z 26.9K followers, 6363 engagements

"BHP accepted CMRG demand to settle XX% of spot trade in Q4 in RMB a huge win for steelmakers like Baosteel & Ansteel. Just how did China get past this Australian stranglehold as iron ore supplier & what does it mean for RMB internationalization CIPS & Chinese banking sector"
X Link @tphuang 2025-10-12T18:59Z 26.9K followers, 22.3K engagements

"Reasons are far more than just Helium. It has been a banner yr for China's tech financial trade & military development to overcome possible US sanctions. + Tariffs hasn't worked: In Aug China's export went up YoY despite XX% drop to US. A list of their breakthrough 👇"
X Link @tphuang 2025-10-12T23:42Z 26.9K followers, 22K engagements

"BYD sales in UK & Germany in Sep: It had XXX% mkt share in UK w/ 11271 sales overall including 5898 BEVs & 5373 Song+ DM-i All time highs for BYD In Germany it sold 3255 for XXX% mkt share. Song+ DM-i likely most popular model here for BYD. Delivery time in Europe still seems to be too long for BYD so they need to work on their export logistics. It's only in recent times that they have enough of a fleet. But longer term the Hungary plant cannot start production fast enough. And then BYD can cut Seagull & Dolphin px in Europe"
X Link @tphuang 2025-10-07T12:23Z 26.9K followers, 4589 engagements

"Rapid electrification of commercial vehicle can be seen in China's Sep data: BEV PV saw installation grow by XXXX% YoY PHEVs saw installation grow by XXXX% but eTrucks saw installation grow by XXXXX% & eSpecial Vehicles (like loaders) grow by XXXXX% While PVs still account for XX% of battery demand keep in mind that commercial vehicles get driven around more frequently so they have much larger effect on oil demand"
X Link @tphuang 2025-10-15T20:15Z 26.9K followers, 3842 engagements

"Apparently BYD is working on its own super auto SoC that combines Cockpit & ADAS functionalities & have 2000 TOPS in compute. Offering fully immersed L4 & cockpit experience. Expect to start production early next yr. Will continue to use Nvidia Thor until this chip is fully ready but BYD does have goal of complete independence in chips. Reminder again that AI inference for machine is among easier chips to design especially if you only need to support OPs used by your trained models. Combing ADAS & Cockpit into X is a lot harder. Would be impressive if BYD can get it done next yr. Then it no"
X Link @tphuang 2025-10-15T18:26Z 26.9K followers, 2761 engagements