[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @kyleichan Kyle Chan Kyle Chan posts on X about china, huawei, ren, investment the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::210702531/interactions)  - X Week XXXXXXX +148% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +51% - X Year XXXXXXXXXX +75% ### Mentions: XX [#](/creator/twitter::210702531/posts_active)  - X Months XXX +56% - X Year XXX +49% ### Followers: XXXXXX [#](/creator/twitter::210702531/followers)  - X Week XXXXXX +2.50% - X Month XXXXXX +4.60% - X Months XXXXXX +74% - X Year XXXXXX +138% ### CreatorRank: XXXXXXX [#](/creator/twitter::210702531/influencer_rank)  ### Social Influence [#](/creator/twitter::210702531/influence) --- **Social category influence** [countries](/list/countries) XX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [china](/topic/china) 20%, [huawei](/topic/huawei) 3.64%, [ren](/topic/ren) 3.64%, [investment](/topic/investment) 3.64%, [alibaba](/topic/alibaba) 3.64%, [artificial](/topic/artificial) 1.82%, [$ai4](/topic/$ai4) 1.82%, [hua hong](/topic/hua-hong) 1.82%, [hardware](/topic/hardware) 1.82%, [llm](/topic/llm) XXXX% **Top accounts mentioned or mentioned by** [@aq_lp0](/creator/undefined) [@bgurley](/creator/undefined) [@csetgeorgetown](/creator/undefined) [@knowbothsides](/creator/undefined) [@joequant](/creator/undefined) [@emergingtechobs](/creator/undefined) [@theinformation](/creator/undefined) [@dunneinsights](/creator/undefined) [@gdp1985](/creator/undefined) [@stephenwertheim](/creator/undefined) [@rcjwang](/creator/undefined) [@adamtooze](/creator/undefined) [@khansaifm](/creator/undefined) [@hannadohmen](/creator/undefined) [@technology](/creator/undefined) [@ft](/creator/undefined) [@tonypengcomms](/creator/undefined) [@markmuro1](/creator/undefined) [@brookingsmetro](/creator/undefined) [@usccgov](/creator/undefined) **Top assets mentioned** [Artificial Intelligence (AI4)](/topic/$ai4) [MP Materials Corp. (MP)](/topic/$mp) [ON Semiconductor, Corp. (ON)](/topic/$on) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts [#](/creator/twitter::210702531/posts) --- Top posts by engagements in the last XX hours "Xi Jinping questions whether every province needs to be developing industries in AI compute and EVs. From the Central Urban Work Meeting: When it comes to launching projects its always the same few things: artificial intelligence computing power and new energy vehicles. Is every province across the country supposed to develop industries in these exact directions General Secretary Xi Jinping viewing industrial planning from the perspective of acting in accordance with objective laws pointed out the root issues in development: We must firmly oppose formalism and bureaucratism and also address"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945924749798076757) 2025-07-17 19:13:08 UTC 33.3K followers, 263.1K engagements "@bgurley SMIC and Hua Hong make high quality wafers although still lagging behind global leading edge (but making progress)"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1898052145145946611) 2025-03-07 16:44:30 UTC 33.3K followers, 14.4K engagements "iFlytek says its Spark X1 AI model is still the only open LLM that has been trained with Chinese hardware Compared with Nvidia A800 Huawei Ascend 910B training efficiency has improved from XX% at the end of 2024 to XX% says iFlytek. The next step is to improve to 80%. A800910B202425%73% 80%"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1933117108184891663) 2025-06-12 11:00:08 UTC 33.3K followers, 3092 engagements "Big report from Brookings out today on the geography of AI in the US. Beyond Silicon Valley there are regional AI hubs emerging in places like Princeton Austin and Chapel Hill. Universities play a powerful role but so do local industries. Read here:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945551528514785629) 2025-07-16 18:30:05 UTC 33.3K followers, 316.7K engagements "Its still funny to me how export controls turn everything upside down. You have Nvidias Jensen Huang calling Huawei formidable. And then you have Huaweis Ren Zhengfei saying the US exaggerates Huaweis achievements and that the company is still a generation behind. How often do you have companies talking up their competitors and playing down their own strengths"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945179941525479677) 2025-07-15 17:53:32 UTC 33.3K followers, 49.2K engagements "China is applying state support across the entire A.I. tech stack from chips and data centers down to energy said Kyle Chan an adjunct researcher at the RAND Corporation a think tank"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945397623965327713) 2025-07-16 08:18:31 UTC 33.3K followers, 27.9K engagements "Chinese universities ranked above MIT Oxford Stanford in the new 2025 Nature Index: Zhejiang USTC Peking Tsinghua Nanjing Shanghai Jiaotong Sun Yat-sen Fudan Sichuan Chinas heavy investment in scientific research underpins all of its tech & industrial advances"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1933367957268410725) 2025-06-13 03:36:55 UTC 33.3K followers, 397K engagements "China has been able to catch up in many industries where the global pace of innovation has been relatively slow like high-speed rail shipbuilding and automotive. Advanced semiconductors are a different story where you have companies like TSMC Nvidia and ASML"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945095478766456990) 2025-07-15 12:17:54 UTC 33.3K followers, 15.6K engagements "AliHealth is Alibabas full-stack digital healthcare service: You can do telehealth visits get prescriptions via e-pharmacy delivered by Alibaba logistics buy insurance packages pay with Alipay all running on Alibaba cloud. Great piece by @RcjWang"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1944443939370545568) 2025-07-13 17:08:55 UTC 33.3K followers, 2684 engagements "I'm blown away by the generous shoutout from @adam_tooze on the latest episode of Sinica He's too humble when he says he's still learning about China (aren't we all). This was a fascinating discussion about China and our current world-historical moment"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945816643336089657) 2025-07-17 12:03:33 UTC 33.3K followers, 8701 engagements "Could this mark a turning point in US industrial policy The US government will become the largest shareholder in rare earths producer MP Materials through a $XXX million direct investment giving it a XX% stake. More details in this slide:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1943515378933498335) 2025-07-11 03:39:09 UTC 33.3K followers, 33.8K engagements "Highlights: - Of the global top XX semiconductor equipment makers X are now Chinese - Chinese firms only have X% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not due to state support like Chinas Big Fund - China measures its progress for semiconductor industrial policy in decades not years. Need to think about near- and long-term implications of US chip policy. Super interesting discussion Full video:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946121131418693692) 2025-07-18 08:13:29 UTC 33.3K followers, 13.4K engagements "Difficult choices for Chinas semiconductor industrial policy: prioritize chip production today or chip production tomorrow"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946873550583029775) 2025-07-20 10:03:20 UTC 33.3K followers, 12.3K engagements "Theres a major shift underway in how Chinese consumers view Chinese brands. Foreign luxury cars and other foreign brands used to be the biggest status symbols. Now we have a Chinese EV brand topping the charts for luxury car sales in China across both EVs and traditional cars. Chart from @technology:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1943006563582775626) 2025-07-09 17:57:18 UTC 33.3K followers, 33.5K engagements "Exciting personal news: I've just signed a book contract with Princeton University Press. My book will be about China's industrial policy from EVs and batteries to AI and robotics. It's aimed at both general readers and researchers in the style of my High Capacity newsletter"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267773807096106) 2025-07-21 12:09:50 UTC 33.3K followers, 120K engagements "Facing growing competition from China two of South Korea's largest shipbuilders--Hyundai Heavy Industries and Daewoo Shipbuilding--tried to merge in 2021. The merger was blocked by the EU due to overconcentration in LNG shipbuilding (Europe is almost half of LNG ship orders)"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1820017049139126311) 2024-08-04 08:40:53 UTC 33.3K followers, 18K engagements "Obviously export controls on semiconductor manufacturing equipment make this much harder"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1945096066291909079) 2025-07-15 12:20:14 UTC 33.2K followers, 1197 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)"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1940425647874355613) 2025-07-02 15:01:40 UTC 33.3K followers, 14.7K engagements "A key advantage that has fueled the rise of Chinese biotech firms is their ability to conduct research cheaper and faster at every step of the way from lab experiments and animal testing to human trials. Big Bloomberg piece on Chinas biotech industry:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1944586581844635885) 2025-07-14 02:35:44 UTC 33.3K followers, 37.6K engagements "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"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1906317743256743996) 2025-03-30 12:09:02 UTC 33.3K followers, 4023 engagements "I'll share the publication date when it's set (will take some time). In the meantime I'll continue my High Capacity newsletter: Please reach out to me if you have any ideas papers books contacts etc. My email is on my personal website (see bio)"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267775723885004) 2025-07-21 12:09:50 UTC 33.3K followers, 4326 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/"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1802548835698315742) 2024-06-17 03:48:26 UTC 33.3K followers, 6277 engagements "More on the 1995 autonomous vehicles project at CMU:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1946024958188011736) 2025-07-18 01:51:20 UTC 33.3K followers, 2240 engagements "The book will be part of the series "Princeton Studies in Contemporary China" co-edited by @MaryGao and Yu Xie. I'm very excited to work with them. Other authors in the series include: @LizhiLiu4 @YuhuaWang5 Kyle Jaros Ren Xuefei Andrew Walder:"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1947267777686884446) 2025-07-21 12:09:51 UTC 33.3K followers, 2830 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/ 🧵"  [@kyleichan](/creator/x/kyleichan) on [X](/post/tweet/1802548834033185075) 2024-06-17 03:48:26 UTC 33.3K followers, 98.4K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@kyleichan Kyle Chan
Kyle Chan posts on X about china, huawei, ren, investment the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +148%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +51%
- X Year XXXXXXXXXX +75%
Mentions: XX #
- X Months XXX +56%
- X Year XXX +49%
Followers: XXXXXX #
- X Week XXXXXX +2.50%
- X Month XXXXXX +4.60%
- X Months XXXXXX +74%
- X Year XXXXXX +138%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence countries XX% stocks XXXXX% technology brands XXXXX% finance XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence china 20%, huawei 3.64%, ren 3.64%, investment 3.64%, alibaba 3.64%, artificial 1.82%, $ai4 1.82%, hua hong 1.82%, hardware 1.82%, llm XXXX%
Top accounts mentioned or mentioned by @aq_lp0 @bgurley @csetgeorgetown @knowbothsides @joequant @emergingtechobs @theinformation @dunneinsights @gdp1985 @stephenwertheim @rcjwang @adamtooze @khansaifm @hannadohmen @technology @ft @tonypengcomms @markmuro1 @brookingsmetro @usccgov
Top assets mentioned Artificial Intelligence (AI4) MP Materials Corp. (MP) ON Semiconductor, Corp. (ON) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Xi Jinping questions whether every province needs to be developing industries in AI compute and EVs. From the Central Urban Work Meeting: When it comes to launching projects its always the same few things: artificial intelligence computing power and new energy vehicles. Is every province across the country supposed to develop industries in these exact directions General Secretary Xi Jinping viewing industrial planning from the perspective of acting in accordance with objective laws pointed out the root issues in development: We must firmly oppose formalism and bureaucratism and also address"
@kyleichan on X 2025-07-17 19:13:08 UTC 33.3K followers, 263.1K engagements
"@bgurley SMIC and Hua Hong make high quality wafers although still lagging behind global leading edge (but making progress)" @kyleichan on X 2025-03-07 16:44:30 UTC 33.3K followers, 14.4K engagements
"iFlytek says its Spark X1 AI model is still the only open LLM that has been trained with Chinese hardware Compared with Nvidia A800 Huawei Ascend 910B training efficiency has improved from XX% at the end of 2024 to XX% says iFlytek. The next step is to improve to 80%. A800910B202425%73% 80%" @kyleichan on X 2025-06-12 11:00:08 UTC 33.3K followers, 3092 engagements
"Big report from Brookings out today on the geography of AI in the US. Beyond Silicon Valley there are regional AI hubs emerging in places like Princeton Austin and Chapel Hill. Universities play a powerful role but so do local industries. Read here:" @kyleichan on X 2025-07-16 18:30:05 UTC 33.3K followers, 316.7K engagements
"Its still funny to me how export controls turn everything upside down. You have Nvidias Jensen Huang calling Huawei formidable. And then you have Huaweis Ren Zhengfei saying the US exaggerates Huaweis achievements and that the company is still a generation behind. How often do you have companies talking up their competitors and playing down their own strengths" @kyleichan on X 2025-07-15 17:53:32 UTC 33.3K followers, 49.2K engagements
"China is applying state support across the entire A.I. tech stack from chips and data centers down to energy said Kyle Chan an adjunct researcher at the RAND Corporation a think tank" @kyleichan on X 2025-07-16 08:18:31 UTC 33.3K followers, 27.9K engagements
"Chinese universities ranked above MIT Oxford Stanford in the new 2025 Nature Index: Zhejiang USTC Peking Tsinghua Nanjing Shanghai Jiaotong Sun Yat-sen Fudan Sichuan Chinas heavy investment in scientific research underpins all of its tech & industrial advances" @kyleichan on X 2025-06-13 03:36:55 UTC 33.3K followers, 397K engagements
"China has been able to catch up in many industries where the global pace of innovation has been relatively slow like high-speed rail shipbuilding and automotive. Advanced semiconductors are a different story where you have companies like TSMC Nvidia and ASML" @kyleichan on X 2025-07-15 12:17:54 UTC 33.3K followers, 15.6K engagements
"AliHealth is Alibabas full-stack digital healthcare service: You can do telehealth visits get prescriptions via e-pharmacy delivered by Alibaba logistics buy insurance packages pay with Alipay all running on Alibaba cloud. Great piece by @RcjWang" @kyleichan on X 2025-07-13 17:08:55 UTC 33.3K followers, 2684 engagements
"I'm blown away by the generous shoutout from @adam_tooze on the latest episode of Sinica He's too humble when he says he's still learning about China (aren't we all). This was a fascinating discussion about China and our current world-historical moment" @kyleichan on X 2025-07-17 12:03:33 UTC 33.3K followers, 8701 engagements
"Could this mark a turning point in US industrial policy The US government will become the largest shareholder in rare earths producer MP Materials through a $XXX million direct investment giving it a XX% stake. More details in this slide:" @kyleichan on X 2025-07-11 03:39:09 UTC 33.3K followers, 33.8K engagements
"Highlights: - Of the global top XX semiconductor equipment makers X are now Chinese - Chinese firms only have X% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not due to state support like Chinas Big Fund - China measures its progress for semiconductor industrial policy in decades not years. Need to think about near- and long-term implications of US chip policy. Super interesting discussion Full video:" @kyleichan on X 2025-07-18 08:13:29 UTC 33.3K followers, 13.4K engagements
"Difficult choices for Chinas semiconductor industrial policy: prioritize chip production today or chip production tomorrow" @kyleichan on X 2025-07-20 10:03:20 UTC 33.3K followers, 12.3K engagements
"Theres a major shift underway in how Chinese consumers view Chinese brands. Foreign luxury cars and other foreign brands used to be the biggest status symbols. Now we have a Chinese EV brand topping the charts for luxury car sales in China across both EVs and traditional cars. Chart from @technology:" @kyleichan on X 2025-07-09 17:57:18 UTC 33.3K followers, 33.5K engagements
"Exciting personal news: I've just signed a book contract with Princeton University Press. My book will be about China's industrial policy from EVs and batteries to AI and robotics. It's aimed at both general readers and researchers in the style of my High Capacity newsletter" @kyleichan on X 2025-07-21 12:09:50 UTC 33.3K followers, 120K engagements
"Facing growing competition from China two of South Korea's largest shipbuilders--Hyundai Heavy Industries and Daewoo Shipbuilding--tried to merge in 2021. The merger was blocked by the EU due to overconcentration in LNG shipbuilding (Europe is almost half of LNG ship orders)" @kyleichan on X 2024-08-04 08:40:53 UTC 33.3K followers, 18K engagements
"Obviously export controls on semiconductor manufacturing equipment make this much harder" @kyleichan on X 2025-07-15 12:20:14 UTC 33.2K followers, 1197 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)" @kyleichan on X 2025-07-02 15:01:40 UTC 33.3K followers, 14.7K engagements
"A key advantage that has fueled the rise of Chinese biotech firms is their ability to conduct research cheaper and faster at every step of the way from lab experiments and animal testing to human trials. Big Bloomberg piece on Chinas biotech industry:" @kyleichan on X 2025-07-14 02:35:44 UTC 33.3K followers, 37.6K engagements
"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" @kyleichan on X 2025-03-30 12:09:02 UTC 33.3K followers, 4023 engagements
"I'll share the publication date when it's set (will take some time). In the meantime I'll continue my High Capacity newsletter: Please reach out to me if you have any ideas papers books contacts etc. My email is on my personal website (see bio)" @kyleichan on X 2025-07-21 12:09:50 UTC 33.3K followers, 4326 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/" @kyleichan on X 2024-06-17 03:48:26 UTC 33.3K followers, 6277 engagements
"More on the 1995 autonomous vehicles project at CMU:" @kyleichan on X 2025-07-18 01:51:20 UTC 33.3K followers, 2240 engagements
"The book will be part of the series "Princeton Studies in Contemporary China" co-edited by @MaryGao and Yu Xie. I'm very excited to work with them. Other authors in the series include: @LizhiLiu4 @YuhuaWang5 Kyle Jaros Ren Xuefei Andrew Walder:" @kyleichan on X 2025-07-21 12:09:51 UTC 33.3K followers, 2830 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/ 🧵" @kyleichan on X 2024-06-17 03:48:26 UTC 33.3K followers, 98.4K engagements