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@pstAsiatech Avatar @pstAsiatech Paul Triolo

Paul Triolo posts on X about china, xi, huawei, taiwan 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 XXXXX% technology brands XXXXX% finance XXXX% stocks XXXX% travel destinations XXXX% automotive brands XXXX% celebrities XXXX% vc firms XXXX% fashion brands XXXX%

Social topic influence china #965, xi #651, huawei #392, taiwan #65, beijing #328, tariffs #789, malaysia #1365, white house #911, donald trump #1840, south korea #833

Top accounts mentioned or mentioned by @baoshaoshan @joequant @richardturrin @wsj @ft @scmpnews @gonglei89 @jackclarksf @nytimes @davidsacks @antoniomaxai @kyleichan @kaiserkuo @sebastinojohn @rodellard @kennedycsis @realdonaldtrump115374202790006886 @dyzob @devliegererik @nikkeiasia

Top assets mentioned ON Semiconductor, Corp. (ON) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Sean Stein of the USCBC says that China was effectively trolling America. Americas restrictions on semiconductor exports had been designed to stop China making chips smaller than XX nanometres. Chinas new rare-earth controls impose extra scrutiny on exports of rare earths to be used in such chips. They are sending a message that its time for payback Mr Stein says. And missile guidance systems. Yes no "bombshell" here"
X Link @pstAsiatech 2025-10-24T15:07Z 31.1K followers, 7566 engagements

"Uber and Nvidia Target 100000 Self-Driving Cars The Information"
X Link @pstAsiatech 2025-10-29T01:51Z 31.1K followers, XXX engagements

"Nvidia Has Received More Than $XXX Billion in Orders Through 2026 Thats an enormous volume of orders five times the revenue generated by an earlier generation of Nvidia chips Hopper from 2023-25 excluding sales in Asia. Nvidia stock rose 5%"
X Link @pstAsiatech 2025-10-29T01:53Z 31.1K followers, 7389 engagements

"Sending a message: Beijing issues documents without Word format amid US tensions For the first time MOFCOM issued a slew of documents that could be directly accessed only through WPS Office Chinas answer to Microsoft Office. Subtle"
X Link @pstAsiatech 2025-10-13T13:05Z 31.1K followers, 26.1K engagements

"#ChinaAIWatch A token of intent: Doubaos data surge cements ByteDances AI ambitions Doubaos average daily token usage jumped from XXXX trillion tokens in March to XX trillion in September--ByteDances Volcano Engine cloud unit president Tan Dai"
X Link @pstAsiatech 2025-10-17T11:43Z 31.1K followers, 1241 engagements

"Trump and Xis shock tactics see trade war remain in a stalemate This is a classic case of what goes around comes around said William Reinsch former undersecretary of Commerce during the Bill Clinton administration. The US should have seen it coming. Indeed"
X Link @pstAsiatech 2025-10-18T12:17Z 31.1K followers, 5485 engagements

"Bessent: We hope China will show the respect that we have shown them. And I am confident that President Trump because of his relationship with President Xi will be able to get things back on a good course. Respect like adding 10k+ firms to Entity List"
X Link @pstAsiatech 2025-10-18T12:34Z 31.1K followers, 60.7K engagements

"Americans Are Increasingly Open To Chinese Cars Despite Geopolitical Tensions Huawei Xiaomi and BYD are the three Chinese brands most considered by Americans. Would definitely buy Xiaomi or NIO"
X Link @pstAsiatech 2025-10-19T02:38Z 31.1K followers, 3882 engagements

"Alibaba Cloud claims to slash Nvidia GPU use by XX% with new pooling system .solution allows single GPU to support seven models compared to a maximum 2-3 models under alternative systems slashed latency associated with switching between models by 97%"
X Link @pstAsiatech 2025-10-19T15:19Z 31.1K followers, 15.6K engagements

"Trump lays out China demands before trade talks I dont want them to play the rare earth game with us he said. @pstAsiatech They don't want to play the endless export control game with you Mr. President"
X Link @pstAsiatech 2025-10-20T13:14Z 31.1K followers, 2862 engagements

"Carmakers gear up for chip battle after China curbs Nexperia exports Industry warns of disruption following Beijings retaliation for Dutch governments seizure This is real mess. XX% of packaging done in China but design and manufacturing in Europe"
X Link @pstAsiatech 2025-10-20T14:34Z 31.1K followers, 8055 engagements

"Apple CEO Tim Cook pushes AI system launch in China after iPhone Air release"
X Link @pstAsiatech 2025-10-21T02:49Z 31.1K followers, 8755 engagements

"Anthropic recently held early funding talks with Abu Dhabi-based investment firm MGX about a month after closing a $XX billion funding round. That financing led by Iconiq Capital with Fidelity Management and Research Co. and Lightspeed Venture Partners as co-leads nearly tripled Anthropics valuation to $XXX billion including dollars raised"
X Link @pstAsiatech 2025-10-22T00:28Z 31.1K followers, 1068 engagements

"Six months into Donald Trumps trade war the resilience of Chinese exports is proving just how essential many of its products remain even after US tariffs of 55%"
X Link @pstAsiatech 2025-10-22T12:56Z 31.1K followers, 1274 engagements

"Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung"
X Link @pstAsiatech 2025-10-22T13:40Z 31.1K followers, 1235 engagements

"My latest on Substack. A Deeper Dive Into the World of Extraterritorial Export Controls"
X Link @pstAsiatech 2025-10-22T13:57Z 31.1K followers, 4448 engagements

"David no DeepSeek is an open source/weight model it can run on any hardware including NVIDIA and AMD.Chinese telecom equipment and data centers in Africa are already for the most part built by Huawei and other Chinese firms.this formulation you are so fond of may not be so useful and assumes that these countries want to be dependent on the US AI stack"
X Link @pstAsiatech 2025-10-23T12:01Z 31.1K followers, 43K engagements

"Volvo and VW warn Nexperia battle risks triggering factory shutdowns Carmakers say disruption to chip supplies could affect production amid calls for diplomatic solution to dispute No kidding.collateral damage that could have been avoided. via @ft"
X Link @pstAsiatech 2025-10-23T20:48Z 31.1K followers, 2127 engagements

"Alibabas Quark app adds AI chatbot in challenge to ByteDance Tencent"
X Link @pstAsiatech 2025-10-24T08:38Z 31.1K followers, 1025 engagements

"Chinese firm Gotions plans for battery plant in US abandoned days before Trump meets Xi Brilliant"
X Link @pstAsiatech 2025-10-24T08:40Z 31.1K followers, 10.2K engagements

"Anyone who expects Beijing to back down on its new control regime will be sorely disappointed. As a national security issue Chinas export control on rare earths is no less non-negotiable than the US export curbs on advanced semiconductors and AI"
X Link @pstAsiatech 2025-10-24T09:42Z 31.1K followers, 14.3K engagements

"One of Chinas largest producers of REEs pledged to strictly enforce government guidance on export controls a show of support from major industry player as US officials harshly criticise recent expansion of licensing requirements for crucial minerals"
X Link @pstAsiatech 2025-10-24T14:40Z 31.1K followers, 2576 engagements

"US China to start high-stakes trade talks in Malaysia Before departure for KL Bessent claimed Beijing's new licensing mechanism on rare earths was "unworkable and unacceptable" as it affects not only America but the rest of the world. So does XX Percent/Affiliates rule to be clear. Ask the Netherlands Germany Japan. via @NikkeiAsia"
X Link @pstAsiatech 2025-10-24T21:44Z 31.1K followers, 16.9K engagements

"US-China trade talks in Malaysia very constructive"
X Link @pstAsiatech 2025-10-25T11:42Z 31.1K followers, 3487 engagements

"American and Chinese officials are hashing out final details of a proposal for a trade deal in Malaysia US Trade Representative Jamieson Greer says"
X Link @pstAsiatech 2025-10-26T09:49Z 31.1K followers, 1499 engagements

"CXMT Huawei align on HBM3 ahead of China's 2026 AI memory leap"
X Link @pstAsiatech 2025-10-26T11:27Z 31.1K followers, XXX engagements

"Well.one just pulled out of Michigan"
X Link @pstAsiatech 2025-10-26T11:36Z 31.1K followers, 6391 engagements

"Republicans worry Trump will soften China stance as Xi meeting looms But the months-long lobbying effort has largely failed to sway the president who has argued that the US and China could solve all the worlds problems if they could just get along"
X Link @pstAsiatech 2025-10-26T11:55Z 31.1K followers, 3690 engagements

"The "advanced" H20: The lawmakers described the potential risks to national security in an artificial-intelligence arms race with China even as the president argued publicly that the chips were obsolete. The two committees are working on a similar letter on the B30 a more advanced semiconductor Trump has promised to sell one of the people said"
X Link @pstAsiatech 2025-10-26T12:01Z 31.1K followers, 1034 engagements

"China US agree to preliminary framework deal in Malaysia paving way for Xi-Trump talks South China Morning Post"
X Link @pstAsiatech 2025-10-26T12:13Z 31.1K followers, 2204 engagements

"Chinas Share of Global Power Battery Market Exceeds 60%"
X Link @pstAsiatech 2025-10-26T12:56Z 31.1K followers, 1467 engagements

"U.S. and China likely to avert new XXX% tariff Treasury secretary says Im also anticipating that we will get some kind of a deferral on the rare earth export controls that Chinese had discussed Bessent said. XX Percent Rule will be deferred also"
X Link @pstAsiatech 2025-10-26T13:36Z 31.1K followers, 5725 engagements

"Indeed. But the industries of the future must be built with the private sector firmly in the lead including semiconductor supply chains AI robotics bio tech and EVs green tech. This requires new ways to channel government support to boost innovation. Exhortation alone won't work"
X Link @pstAsiatech 2025-10-26T23:16Z 31.1K followers, 9320 engagements

"@annmarie The XXX percent tariff was never really on the table.sleight of hand"
X Link @pstAsiatech 2025-10-26T23:51Z 31.1K followers, XXX engagements

"@Kanthan2030 See my Substack on this"
X Link @pstAsiatech 2025-10-26T23:52Z 31.1K followers, XXX engagements

"@antoniomaxai Complicated. One of the big issues is funding. China's capital markets remain underdeveloped and a lot of the innovations in key technology areas NQPFs etc will require long term patient capital.where will it come from Not clear"
X Link @pstAsiatech 2025-10-27T03:40Z 31.1K followers, XXX engagements

"Ahead of Trump-Xi meeting China says bombers flew near Taiwan How unusual and is timing just coincidence"
X Link @pstAsiatech 2025-10-28T05:48Z 31.1K followers, 2524 engagements

"No having DoD/DoW do this will not work. DoD/DoW consumption of these materials alone is not enough to drive economies of scale that make sense. There has to be an overall robust economically viable industry that supplies primarily commercial and also defense related companies"
X Link @pstAsiatech 2025-10-28T06:30Z 31.1K followers, XXX engagements

"DeepSeek is pushing into Africa offering cheaper AI technology to entrepreneurs and startups. No not DeepSeek.Huawei plus DeepSeek puts out open source/weight models anyone can use"
X Link @pstAsiatech 2025-10-23T12:06Z 31.1K followers, 1703 engagements

"YMTC considering an IPO in mainland China at a valuation that could exceed $XX billion Despite being subject to toughest US controls.clearly the controls on tools are failing with major collateral damage to US tech leaders.when will DC admit this"
X Link @pstAsiatech 2025-10-23T12:30Z 31.1K followers, 1994 engagements

"Will DeepSeeks new model break the long-context bottleneck holding back LLMs"
X Link @pstAsiatech 2025-10-24T08:31Z 31.1K followers, 1419 engagements

"The debate surrounding DeepSeeks latest paper made it one of the most discussed in the global AI community in recent days where it topped the trending leaderboard on open-source developer platform Hugging Face"
X Link @pstAsiatech 2025-10-24T08:35Z 31.1K followers, XXX engagements

"US expects China to delay rare earth export controls as trade deal nears This provides ample time to fully resource MOFCOM and Customs and work out the kinks. via @ft"
X Link @pstAsiatech 2025-10-26T23:51Z 31.1K followers, 3642 engagements

"Toward a Taiwan Truce Foreign Affairs"
X Link @pstAsiatech 2025-10-29T08:22Z 31.1K followers, XXX engagements

"The aides have privately expressed concern that Trump who is pushing to reach a sweeping trade deal with China may choose to ignore their advice.They said they worry that Trump could walk away from long-standing U.S. policy on Taiwan or more subtly shift the U.S. position by framing it with new language. Everyone is holding their breath.""
X Link @pstAsiatech 2025-10-29T09:03Z 31.1K followers, 30.9K engagements

"This is old think given the pace of change in China. Domestic alternatives will come faster than people think. Chinese firms will buy a lot of B30As while continuing to work with hardware from Huawei the many other capable GPGPU makers like MooreThreads Biren MetaX (all going public soon) and their own in house ASICs. The Biden era controls on tools have clearly failed incentivizing major improvements in domestic tooling that will eventually allow overcoming notional bottlenecks on things like HBM. A lot of the analysis around these issues is self serving and lacks ground truth based on what"
X Link @pstAsiatech 2025-10-30T03:53Z 31.1K followers, X engagements

"Is Trump Getting Played by Xi - by Matt Pottinger No looks like he has different views on issues that remain largely unexamined. Trump has never bought into the idea that US China tech competition + the "AI race" is an existential issue and he clearly does not see the benefit of billions in lost exports based on what he rightly views as questionable assumptions"
X Link @pstAsiatech 2025-10-30T04:10Z 31.1K followers, 1390 engagements

"U.S. to Begin Investigation Into Chinas Compliance With 2020 Trade Deal How could Beijing possibly have complied with purchases during the pandemic"
X Link @pstAsiatech 2025-10-23T19:26Z 31.1K followers, 11.8K engagements

"Chinese AI star slams Meta after lay-offs hit hundreds in research unit News of Tians exit caused an outpouring of support in Chinas AI community where he is regarded as one of the countrys most accomplished scientists"
X Link @pstAsiatech 2025-10-25T06:38Z 31.1K followers, 6728 engagements

"Nvidia CEO Jensen Huang said that maintaining the US edge in artificial intelligence will require a steady approach that ensures China remains hooked on American technology"
X Link @pstAsiatech 2025-10-29T09:40Z 31.1K followers, 2327 engagements

"Donald Trump leaves South Korea after talks with Xi Jinping end without trade deal announcement - BBC News"
X Link @pstAsiatech 2025-10-30T04:33Z 31.1K followers, 1396 engagements

"Meet the young talent scaling Alibabas AI future at Tongyi Lab developer of Qwen models South China Morning Post"
X Link @pstAsiatech 2025-10-29T01:29Z 31.1K followers, XXX engagements

"Memorandum of Understanding Between the Government of the United States of America and the Government of Malaysia Concerning Cooperation to Diversify Global Critical Minerals Supply Chains and Promote Investments The White House"
X Link @pstAsiatech 2025-10-29T08:49Z 31.1K followers, XXX engagements

"Xi Jinping met with U.S. President Trump in Busan . The teams of both sides should refine and finalize the follow-up work as soon as possible"
X Link @pstAsiatech 2025-10-30T07:02Z 31.1K followers, 1497 engagements

"Why can't US get rid of its dependence on China's rare earths .technical financial environmental protection problems are not difficult to solve but national mobilization + political determination cannot be automatically generated by market logic"
X Link @pstAsiatech 2025-10-19T13:55Z 31.1K followers, 1744 engagements

"Broadcom and Marvell land major AI accelerator orders TSMC remains key manufacturer"
X Link @pstAsiatech 2025-10-23T15:25Z 31.1K followers, 1052 engagements

"Some have been arguing for some time that the mounting costs far outweigh the benefits. "Small gain high cost". The paper makes some good points but is only a small part of the story focused on Huawei. The real losses to US industry are far far higher. And now we also have to start adding in the costs from rare earths which are just beginning. For more see:"
X Link @pstAsiatech 2025-10-28T06:05Z 31.1K followers, XXX engagements

"Well.the argument that China's rare earth controls are somehow more impactful even though they have not been implemented fully than US controls on advanced compute and particularly semiconductor manufacturing equipment that have for X years remains risible to anyone who has thought deeply about the issue"
X Link @pstAsiatech 2025-10-28T06:18Z 31.1K followers, 9714 engagements

"Trump is poised to end Washingtons decade of the China Hawks This bipartisan group ranging from former Trump aide Matt Pottinger former trade adviser Robert Lighthizer to much of President Joe Bidens circle including China experts and Washington policy hands who have never set foot in the Middle Kingdom shaped US policy"
X Link @pstAsiatech 2025-10-28T06:25Z 31.1K followers, 11K engagements

"China calls for extraordinary measures to achieve chip breakthroughs via @FT"
X Link @pstAsiatech 2025-10-29T06:48Z 31.1K followers, 5431 engagements

"U.S. - Korea Technology Prosperity Deal The White House"
X Link @pstAsiatech 2025-10-29T08:16Z 31.1K followers, 1005 engagements

"Huang says Nvidia AI chips are now in full production in Arizona All still packaged on Taiwan"
X Link @pstAsiatech 2025-10-29T09:39Z 31.1K followers, 1289 engagements

"Automakers are growing increasingly anxious about a shortage of simple microchips causing production disruptions which started this week at Honda plants in North America and are expected to spread Who could have predicted"
X Link @pstAsiatech 2025-10-29T14:00Z 31.1K followers, 1523 engagements

"Trump lowers tariffs on China and announces end to "rare earths roadblock" after Xi meeting"
X Link @pstAsiatech 2025-10-30T05:11Z 31.1K followers, 1206 engagements

"China to Suspend Some Export Curbs as Trump Cuts Fentanyl Tariffs The US side will suspend for one year the implementation of the XX% rule for export controls announced on Sept. XX according to the Chinese statement. Somebody read my Substack"
X Link @pstAsiatech 2025-10-30T07:20Z 31.1K followers, 3900 engagements

"Wrong Brad. The Chinese are responding directly to US escalation on export controls with the XX percent Rule rolled out last week. It was clear they would respond to this which was a clear violation of the agreement in Madrid not to take new measures. This was a deliberate move by those favoring decoupling at Commerce to up the ante and neither the White House or Commerce were fully informed let along about the potential actually certainty that Beijing would respond. Let's get the causation straight here there is enough bad analysis of this situation out there"
X Link @pstAsiatech 2025-10-10T16:57Z 31.1K followers, 340.6K engagements

"China is demanding some US semiconductor firms submit sensitive information about their sales in the worlds largest chips market as part of its probe of American suppliers"
X Link @pstAsiatech 2025-10-22T12:52Z 31.1K followers, 4556 engagements

"Nexperia notifies its Japanese automotive customers that it may no longer be able to guarantee supply triggering renewed concern about upheaval at the chipmaker"
X Link @pstAsiatech 2025-10-23T11:42Z 31.1K followers, 128.1K engagements

"Why Anthropic and OpenAI Are Using Cognitions Coding Test Cognition's Devin coding agent tests for agentic coding capabilities measure an AI systems skill at solving long programming tasks which often involves working across multiple files of code"
X Link @pstAsiatech 2025-10-28T04:41Z 31.1K followers, 1147 engagements

"@Brad_Setser @KeithBradsher Yes and the US built its semiconductor industry for X decades before weaponizing it.then China learned how to weaponize supply chains.shocker.said no one who has been following this dynamic"
X Link @pstAsiatech 2025-10-28T06:28Z 31.1K followers, XXX engagements

"Nexperias China factory cuts output as Dutch takeover deepens global chip supply tensions South China Morning Post"
X Link @pstAsiatech 2025-10-29T01:29Z 31.1K followers, 1558 engagements

"#USChinaTechCompetition Remember this means 10X more dependence on Taiwan for the entire US AI ecosystem.this is huge"
X Link @pstAsiatech 2025-10-29T02:26Z 31.1K followers, 5868 engagements

"OpenAI assured California officials that it would stay in the state as it continues its global expansion which could include an IPO as soon as 2027 via @WSJ"
X Link @pstAsiatech 2025-10-29T04:10Z 31.1K followers, 1037 engagements

"Beijing is using state media outlets to amplify its claims over Taiwan a move likely intended to reinforce its position on a sensitive issue before a key meeting between Chinese leader Xi Jinping and President Donald Trump"
X Link @pstAsiatech 2025-10-29T08:55Z 31.1K followers, XXX engagements

"A policy that causes America to lose half of the worlds developers is not beneficial long-term Huang said warning that it was still possible for the US to cede the AI race to China. Keeping US technology in front requires finesse he said. It requires balance. It requires long-term thinking. Indeed"
X Link @pstAsiatech 2025-10-29T09:43Z 31.1K followers, XXX engagements

"This.no China's rare earth controls were hardly a "nuclear option.".they were entirely predictable.some did others are still stunned"
X Link @pstAsiatech 2025-10-29T10:27Z 31.1K followers, 6260 engagements

"MERICS Forum: How can the EU navigate Chinas rare earths export controls Eskelund's proposals make by far the most sense recognizing the reality of the situation and the fact that Beijing's intentions here are not related to coercion"
X Link @pstAsiatech 2025-10-30T03:20Z 31.1K followers, XXX engagements

"Trump: no comment on an expected Chinese push for Washington to roll back rule that exposes subsidiaries at least 50%-owned by blacklisted firms to the same curbs as their sanctioned parent.regulations have placed due diligence burdens on exporters"
X Link @pstAsiatech 2025-10-30T05:43Z 31.1K followers, 1452 engagements

"Trump meets Xi says they agreed on almost everything including fentanyl-related tariffs Chinese delegation: yet to offer any details on substance of talks. Xi will remain in South Korea for a state visit and attend the main APEC leaders summit"
X Link @pstAsiatech 2025-10-30T06:13Z 31.1K followers, XXX engagements

"The comments from some quarters about how China's October X export control rules were "escalatory sweeping global bazooka pointed at global supply chains" etc will not age at all well in the wake of the agreement in South Korea. Beijing was simply mirroring US controls and readily agreed to hold off actual implementation which will be complex in any case. The big question is what did Beijing get in return for what turns out to be a fairly easy and straight forward concession"
X Link @pstAsiatech 2025-10-30T06:16Z 31.1K followers, XXX engagements

"Xi Jinping held a meeting with U.S. President Trump in Busan"
X Link @pstAsiatech 2025-10-30T07:51Z 31.1K followers, 1095 engagements

"Fact Sheet: President Donald J. Trump Drives Forward Billions in Investments from Japan The White House"
X Link @pstAsiatech 2025-10-30T08:11Z 31.1K followers, XXX engagements