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@kyleichan Avatar @kyleichan Kyle Chan

Kyle Chan posts on X about china, ai, byd, the latest the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence countries XXXXX% finance XXXX% automotive brands XXXX% stocks XXXX% travel destinations XXXX% technology brands XXXX%

Social topic influence china #841, ai 10.64%, byd #310, the latest 4.26%, investment #3235, beijing #376, tariffs #756, has been 4.26%, guaranteed 4.26%, countries XXXX%

Top accounts mentioned or mentioned by @huiandongling @libtardmajor @kartnisom @bgurley @jonczin @chairman43343 @cameronpriest @marxistcham @johndelury @ft @liyuan6 @poezhao0605 @caiweic @brookingschina @eliotcxchen @jchengwsj @wsjdouglasj @afrazhaowangs @renatodxblife @peterliucasm

Top assets mentioned Tesla, Inc. (TSLA) ON Semiconductor, Corp. (ON)

Top Social Posts #

Top posts by engagements in the last XX hours

"3/ Trumps first admin was worried that China could reverse-engineer the LEAP 1C engines made by CFM a 50/50 JV between GE & Safran. But remember this was not long after the Boeing XXX Max crashes that hit GEs biggest aviation customer hard financially"
X Link @kyleichan 2025-03-30T12:09Z 37.2K followers, 4359 engagements

"Industrial mother tools (ie complex machine tools like CNC machines) have been a focus of Chinese industrial policy for years: Currently domestically produced industrial machine tools have basically achieved independent production in the low-to-mid-end market. However objectively speaking the high-end market is still not our strong area. Ultimately compared with developed countries our experience is still insufficient"
X Link @kyleichan 2025-10-31T12:33Z 37.2K followers, 29.4K engagements

"So the first thing Europeans must keep in mind is that at the level of grand strategy Europe is not a priorityBeijing in a funny way has an America First foreign policy. By @JohnDelury"
X Link @kyleichan 2025-11-01T02:40Z 37.2K followers, 10.3K engagements

"The US got a general license not an end to Chinas rare earth export controls according to the White House. As I argued in my High Capacity piece China is developing an export control regime thats about much more than the latest round of negotiations:"
X Link @kyleichan 2025-11-03T02:51Z 37.3K followers, 28.7K engagements

"Last year Xi practically scolded the entire country for not making more progress in addressing Chinas tech chokepoints. I wrote this back in July 2024 after the Third Plenum:"
X Link @kyleichan 2025-11-04T11:21Z 37.3K followers, 33K engagements

"I believe China is gearing up for a new phase of global manufacturing expansion. The 15th Five-Year Plan recs talk about: - management of outbound investment - comprehensive overseas service system - trade & investment integration - orderly layout of cross-border supply chains"
X Link @kyleichan 2025-11-05T03:18Z 37.3K followers, 27K engagements

"Beijing is ratcheting up the pressure to use domestic AI chips: The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made AI chips"
X Link @kyleichan 2025-11-05T11:39Z 37.3K followers, 15.5K engagements

"I wrote: Chinas primary goal is to halt the expansion of U.S. measures against it. No new tariffs or fees. No new export controls or sanctions. No new efforts to hobble its economy or slow down its technological development"
X Link @kyleichan 2025-11-05T18:07Z 37.3K followers, 8591 engagements

"One of most interesting twists in the China decoupling story is the role of Chinese firms themselves in helping to move production to places like India and Vietnam. BYD Goertek Luxshare - Vietnam Wingtech Desay Sunny Optical - India While Apple has been able to move some of its production out of China what does it mean if this production is done by plants outside of China but still under Chinese ownership Table source:"
X Link @kyleichan 2024-05-05T11:12Z 37.2K followers, 65.4K engagements

"A few of my favorite charts from the recent IEA Global EV Outlook 2024 report. This chart shows that EV flows tend to stay within region. For example EVs sold in China are mostly made in China using mostly Chinese battery cells. Also true for Europe and North America. 1/ 🧵"
X Link @kyleichan 2024-06-17T03:48Z 37.2K followers, 98.6K engagements

"China has 10x the lithium-ion battery cell manufacturing capacity as Europe or the US. And it's mostly Chinese firms: BYD CATL and Gotion make up over 50%. In Europe it's mostly Korean firms--LG is over 50%. In the US it's mostly Tesla Panasonic SK Innovation and LG. 2/"
X Link @kyleichan 2024-06-17T03:48Z 37.2K followers, 6360 engagements

"People seem to really love this chart I made showing China's overlapping tech-industrial ecosystems. In my High Capacity piece I pointed out two trends: X. Chinese firms are expanding across these different domains X. These tech-industrial ecosystems themselves are converging In case you missed it here's the piece again:"
X Link @kyleichan 2025-02-27T16:43Z 37.2K followers, 298.3K engagements

"@bgurley SMIC and Hua Hong make high quality wafers although still lagging behind global leading edge (but making progress)"
X Link @kyleichan 2025-03-07T16:44Z 37.2K followers, 14.6K engagements

"2/ China has been working on the CJ-1000 engine for years. The threat of Trumps export restrictions made the project an urgent priority. Even now the engine is not meant to fully replace the GE-Safran engines but to provide a homegrown alternative"
X Link @kyleichan 2025-03-30T12:09Z 37.2K followers, 4091 engagements

"A map of Apples supply chain across Asia from @ft. Red is manufacturing in China. This includes Chinese companies like Lens Technology and Sunny Optical. And this includes foreign companies with major plants in China like Samsung and SK Hynix"
X Link @kyleichan 2025-04-29T03:53Z 37.2K followers, 31.9K engagements

"Nearly half (45%) of the market cap of China's XXX largest listed companies is financial services or IT (similar to S&P 500): X. Tencent X. Industrial & Commercial Bank of China X. Agricultural Bank of China X. Construction Bank of China X. Alibaba X. Kweichow Moutai (liquor)"
X Link @kyleichan 2025-07-02T15:01Z 37.2K followers, 15K engagements

"Harmonic reducers are a great example of China moving into precision components for roboticsat a fraction of the cost. Recommend this piece:"
X Link @kyleichan 2025-09-28T10:17Z 37.2K followers, 39.9K engagements

"I'm just starting to build a online collection of Chinese official documents with PDFs of Chinese & English versions. It may become something bigger later. For now it's just a personal tool that might be useful to others. Open to suggestions:"
X Link @kyleichan 2025-10-24T20:20Z 37.2K followers, 35.9K engagements

"One of the most challenging things about reading Chinese official documents is that you cant read them as standalone texts. Each text is full of phrases and lines that reference other texts forming a densely interconnected semantic network. Without catching the references youll end up missing a lot of the meaning. I generally try to refrain from making cultural connections back to ancient Chinese history but in this case its hard not to see this as part of a longer tradition in China. I remember having to memorize many years ago and learning that almost every phrase was a reference to some"
X Link @kyleichan 2025-10-25T11:56Z 37.2K followers, 143.9K engagements

"This kind of algorithmic innovation is more important than which model leads in the latest benchmarks. DeepSeeks image-based AI model shows once again that Chinese developers are pushing the global frontier on real AI innovation. Great piece by @CaiweiC"
X Link @kyleichan 2025-11-01T10:30Z 37.2K followers, 12.6K engagements

"Beijings fears of escalating US-led efforts to cut off China from critical tech have largely been validated in the year or so since the Third Plenum. My High Capacity piece from that time:"
X Link @kyleichan 2025-11-04T11:21Z 37.2K followers, 3034 engagements

"I love how a researcher from a Dutch university youve probably never heard of helped save Moores Law by finding a way to control puddles of water resulting in the modern immersion lithography scanner"
X Link @kyleichan 2025-11-06T20:16Z 37.3K followers, 5955 engagements

"Im incredibly excited to announce that Ive joined Brookings as a fellow in the John L. Thornton China Center @BrookingsChina where Ill focus on Chinese tech"
X Link @kyleichan 2025-10-30T14:25Z 37.3K followers, 65.6K engagements

"In a major break with the US Canada is considering dropping tariffs on Chinese EVs in exchange for China dropping tariffs on Canadian pork and canola. By @eliotcxchen"
X Link @kyleichan 2025-10-27T11:05Z 37.3K followers, 459.5K engagements

"Heres the report that I co-authored with RAND colleagues on Chinas AI industrial policy:"
X Link @kyleichan 2025-11-07T10:54Z 37.3K followers, XXX engagements

"It's not a coincidence that China's expanded rare earths export controls mirror aspects of US export controls. X. Unclear specification of "dual use" X. Focus on semiconductor manufacturing with specific technical thresholds X. Coverage of subsidiaries with more than XX% stake"
X Link @kyleichan 2025-10-09T14:11Z 37.2K followers, 17.9K engagements

"Chinese researchers at Tsinghua successfully demonstrated that particle accelerators could be an alternative (superior) light source for EUV lithography back in 2021. No company or country is more motivated to find an alternative to ASMLs EUV machines than China"
X Link @kyleichan 2025-10-29T09:49Z 37.3K followers, 24.9K engagements

"In his speech at APEC Xi argued for the establishment of a World AI Cooperation Organization . This was an idea introduced by Li Qiang at WAIC back in July and would be based in Shanghai"
X Link @kyleichan 2025-11-01T13:30Z 37.3K followers, 6045 engagements

"A new reality is setting inthat Washington may finally have to give up on its long-standing aim of pushing Beijing to restructure its economy. @JChengWSJ @wsj_douglasj"
X Link @kyleichan 2025-11-01T23:52Z 37.2K followers, 11.5K engagements

"As Xpeng founder He Xiaopeng said in a recent interview no Chinese EV maker has obtained a boat ticket meaning no one is yet guaranteed to be among the last survivors in the industry. Not even BYDalthough Im guessing theyre focusing on higher margin overseas markets"
X Link @kyleichan 2025-11-05T03:49Z 37.3K followers, 22.5K engagements

"If you want to make a friend suffer get him to go into the auto manufacturing business. From the same interview with Xpengs founder"
X Link @kyleichan 2025-11-05T11:26Z 37.2K followers, 6962 engagements

"I love @afrazhaowangs example of AI-intergated air conditioners in China as AI in everything even where you dont need it. There needs to be a word for companies shoving AI into consumers faces whether they want it or not like over-AI-ification"
X Link @kyleichan 2025-11-05T12:24Z 37.2K followers, 19.8K engagements

"My short take on the Trump-Xi meeting:"
X Link @kyleichan 2025-11-06T03:40Z 37.3K followers, 7390 engagements

"China is a manufacturing powerhouse yet it has low productivity per traditional analysis. But when you look at actual physical output per worker Chinas labor productivity is far higher than traditional estimates. Outstanding piece by Weijian Shan:"
X Link @kyleichan 2025-11-07T02:45Z 37.3K followers, 45.2K engagements

"Chinese robotaxis are coming to Europe. Baidus Apollo Go launching this year in Switzerland. working with Stellantis to launch next year. Notably these firms are working closely with European partners"
X Link @kyleichan 2025-11-07T11:19Z 37.3K followers, 4659 engagements