[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.]

# ![@pstAsiatech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::732964902273306624.png) @pstAsiatech Paul Triolo

Paul Triolo posts on X about china, beijing, alibaba, australia the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::732964902273306624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +209%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::732964902273306624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:posts_active.svg)

- X Week XXX +5.50%
- X Month XXX no change
- X Months XXXXX +13%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::732964902273306624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:followers.svg)

- X Week XXXXXX +0.78%
- X Month XXXXXX +5.90%
- X Months XXXXXX +12%
- X Year XXXXXX +27%

### CreatorRank: XXXXXXX [#](/creator/twitter::732964902273306624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732964902273306624/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::732964902273306624/influence)
---

**Social category influence**
[countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[china](/topic/china) #2019, [beijing](/topic/beijing) #424, [alibaba](/topic/alibaba) #310, [australia](/topic/australia) #2003, [bytedance](/topic/bytedance) #45, [huawei](/topic/huawei) #363, [infrastructure](/topic/infrastructure) 0.8%, [taiwan](/topic/taiwan) #1137, [applications](/topic/applications) 0.8%, [byd](/topic/byd) #404

**Top accounts mentioned or mentioned by**
[@scmpnews](/creator/undefined) [@ft](/creator/undefined) [@richardturrin](/creator/undefined) [@wsj](/creator/undefined) [@gordonbrianr](/creator/undefined) [@brad_setser](/creator/undefined) [@baoshaoshan](/creator/undefined) [@nikkeiasia](/creator/undefined) [@technology](/creator/undefined) [@nytimes](/creator/undefined) [@bpolitics](/creator/undefined) [@gonglei89](/creator/undefined) [@jackclarksf](/creator/undefined) [@zzbar](/creator/undefined) [@max_aragorn](/creator/undefined) [@sumiaga167401](/creator/undefined) [@henrysgao](/creator/undefined) [@thebluepill76](/creator/undefined) [@glennluk](/creator/undefined) [@mattlesnake](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Microsoft Corp. (MSFT)](/topic/microsoft) [Artificial Intelligence (AI4)](/topic/$ai4) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [New York Times Co. (NYT)](/topic/$nyt) [Alibaba Group (BABA)](/topic/alibaba-group)
### Top Social Posts [#](/creator/twitter::732964902273306624/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/pstAsiatech/status/1979739007119446160) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T02:38Z 30.9K followers, 3836 engagements


"#ChinaAIDiffusionWatch Chinas generative AI user base doubles to XXX million in X months via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1980245845107933388) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T12:12Z 30.9K followers, XXX engagements


"Trying to Loosen Chinas Grip on Critical Minerals Trump Turns to Australia $X billion Only another trillion to via @NYTimes"  
[X Link](https://x.com/pstAsiatech/status/1980463372161392658) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T02:37Z 30.9K followers, 3004 engagements


"Chinas targets US AI leaders with new flagship model as coding wars heat up Other Chinese AI players DeepSeek Alibaba and Moonshot AI are also developing the coding abilities of their models. US CAISI only tested DeepSeek"  
[X Link](https://x.com/pstAsiatech/status/1973370486869598535) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-01T12:52Z 30.9K followers, XXX engagements


"Applied Materials flags $XXX mln revenue hit in 2026 on broader chip export curbs Yet another major US technology leader hit by US export controls.can anyone explain what the cost benefit analysis was here"  
[X Link](https://x.com/pstAsiatech/status/1974090423737201054) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-03T12:33Z 30.9K followers, XXX engagements


"Advanced Micro Devices deal with OpenAI puts AMD on a path to challenge Nvidia the dominant force in the AI chip industry via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1975356419320013237) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-07T00:24Z 30.9K followers, 1004 engagements


"Beijing targets consultancy that does teardown reports on Huawei chips The move came after TechInsights' report claims Huawei used advanced components from TSMC Samsung and SK Hynix in its Ascend AI processors via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1976386980717134124) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-09T20:39Z 30.9K followers, 1414 engagements


"In its trade standoff with the U.S. China thinks it has found Americas Achilles heel: President Trumps fixation on the stock market No this is not the way the Chinese leadership is thinking on this issue. via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1978438546810679693) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T12:31Z 30.9K followers, 31.8K engagements


"ASML is well prepared for Chinas curbs on exports of rare earths even as the impact on the wider chips ecosystem is difficult to assess CFO Roger Dassen said"  
[X Link](https://x.com/pstAsiatech/status/1978779670494462040) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T11:06Z 30.9K followers, 1650 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](https://x.com/pstAsiatech/status/1979522288887226707) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:17Z 30.9K followers, 5462 engagements


"Chinas AI story belongs to ByteDance Baidu Alibaba and iFlytek. Everyone else is an extra"  
[X Link](https://x.com/pstAsiatech/status/1979563142540566675) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T15:00Z 30.9K followers, 1900 engagements


"Yes robust capital markets matter.particularly for large scale AI infrastructure buildouts"  
[X Link](https://x.com/pstAsiatech/status/1979564471413850271) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T15:05Z 30.9K followers, 1739 engagements


"See David Sacks comment. And Many others such as former senior Commerce people. 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. The details of what was agreed to are not public but can be inferred from statements from senior officials on both sides.if the goal was to reach an agreement taking actions that force escalation and here for the secund time are clearly violating the spirit and likely the unwritten letter of agreements reached"  
[X Link](https://x.com/pstAsiatech/status/1979681842992136615) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T22:51Z 30.8K followers, XXX 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](https://x.com/pstAsiatech/status/1979526574815711717) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:34Z 30.9K followers, 60.3K engagements


"US President Trump signed an agreement with visiting Australian Prime Minister Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supply chains"  
[X Link](https://x.com/pstAsiatech/status/1980594842242867584) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T11:19Z 30.9K followers, 1187 engagements


"@GordonBrianR Indeed. US controls are having far far more impact on economic side than military/natsec side. Hence China's controls are arguably much narrower than US controls not more broad as some are arguing"  
[X Link](https://x.com/pstAsiatech/status/1980655692618039559) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T15:21Z 30.9K followers, XX 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](https://x.com/pstAsiatech/status/1976693586571018586) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T16:57Z 30.9K followers, 339.7K engagements


"Yup. All the happy talk about how rare earths are not really rare and we just need to streamline mine permitting is coming back around again. Nobody is talking about what to do for the next XX years while we wait for something to happen"  
[X Link](https://x.com/pstAsiatech/status/1977462738545942692) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-12T19:53Z 30.9K followers, 12.5K engagements


"Bingo.Don't believe any of the hype around this "deal" which does not move the needle at all on the REE issue. As one industry expert told me: "what are you actually going to spend a billion dollars on in Australia". Answer nothing useful. And no we will not be awash in rare earths a year from now maybe in XX years"  
[X Link](https://x.com/pstAsiatech/status/1980656660558324115) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T15:25Z 30.9K followers, XX engagements


"GPU Die Fabrication (TSMC in Taiwan) Silicon wafers High-purity monocrystalline silicon. Major suppliers: Shin-Etsu Chemical (Japan) SUMCO (Japan) GlobalWafers (Taiwan). Photomasks Produced with EUV/DUV blank substrates from Hoya and AGC (Japan). Chemicals & photoresists Advanced resists for EUV from JSR TOK Shin-Etsu (Japan); cleaning and etching chemicals from Japan and Korea. Process gases High-purity neon argon and fluorine gases. Neon has historically come from Ukraine and Russia (though supply chains have diversified to U.S. Korea and China since 2022)"  
[X Link](https://x.com/pstAsiatech/status/1957466987971367374) [@pstAsiatech](/creator/x/pstAsiatech) 2025-08-18T15:37Z 30.9K followers, XXX engagements


"@gonglei89 In this case China has much more of a chance of reproducing the entire semiconductor supply chain than the US has in reproducing entire supply chains for dozens of REEs and magnets. There should be another way"  
[X Link](https://x.com/pstAsiatech/status/1976633306604351837) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T12:57Z 30.9K followers, 19.9K engagements


"China Flexed. Trump Hit Back. So Much for the Thaw But to China trade and technology are part of what Beijing perceives as an all-around effort by the United States to suppress China. No China reacted. Let's get the causality straight"  
[X Link](https://x.com/pstAsiatech/status/1977033112338243621) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-11T15:26Z 30.9K followers, 19.1K engagements


"Complete misread. No they are not worried by the global reaction. Of course they will not pull back these rules. Was the US worried about the October 2022 controls No not at all but should have been. Beijing is just mirroring US controls and reacting to XX percent rule"  
[X Link](https://x.com/pstAsiatech/status/1977572004669899260) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-13T03:08Z 30.9K followers, 8843 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](https://x.com/pstAsiatech/status/1977722459047735479) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-13T13:05Z 30.9K followers, 26K engagements


"Now soybeans. I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China"  
[X Link](https://x.com/pstAsiatech/status/1978202214410973184) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-14T20:52Z 30.9K followers, 20.3K engagements


"How U.S. Pressured Netherlands to Oust CEO of Chinese-Owned Chip Maker Yet another case where potential for major collateral damage was not fully considered Panic is setting in"  
[X Link](https://x.com/pstAsiatech/status/1978412317659312138) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T10:47Z 30.9K followers, 2441 engagements


"GlobalWafers opens advanced 12-inch wafer plant in northern Italy - Focus Taiwan"  
[X Link](https://x.com/pstAsiatech/status/1978641935704203308) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T01:59Z 30.9K followers, 1110 engagements


"Anthropic risks getting on the wrong side of an administration that's not shy about meddling in Silicon Valley Jack Clark found David Sacks attack perplexing. Me too @jackclarkSF"  
[X Link](https://x.com/pstAsiatech/status/1978852561911251229) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T15:56Z 30.9K followers, 2720 engagements


"White House AI czar and venture capitalist David Sacks intensified a frustration that has been building for months. Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering he wrote on X referring to the company behind leading AI chatbot Claude. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem"  
[X Link](https://x.com/pstAsiatech/status/1978854379454161042) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T16:03Z 30.9K followers, XXX engagements


"Apple CEO Tim Cooks latest China visit boosts promotion for the iPhone Air Three state-owned carriers Bytedance.this is not the decoupling you are looking for via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1978885026637815950) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T18:05Z 30.9K followers, 1291 engagements


"China Mobile China Unicom and China Telecom each confirmed on Monday that the Ministry of Industry and Information Technology approved the eSIM trials as Cook later that evening joined Apples live streaming session on ByteDance-owned platform Douyin to promote the new iPhone XX series and next weeks release of the iPhone Air"  
[X Link](https://x.com/pstAsiatech/status/1978885027791319476) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T18:05Z 30.9K followers, XXX 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](https://x.com/pstAsiatech/status/1979151376941789641) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:43Z 30.9K followers, 1232 engagements


"Huang: Hopefully we will continue to explain and inform and hold on to hope for a change in policy"  
[X Link](https://x.com/pstAsiatech/status/1979163456981852430) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:31Z 30.9K followers, XXX engagements


"At the moment were XXX per cent out of China Huang said. Nvidia has been banned from exporting its advanced chips that power artificial intelligence applications including the A100 H100 and H200 since 2022. @pstAsiatech This is really stunning heads should roll somewhere.and no don't cite the stock price that only completely misses the point"  
[X Link](https://x.com/pstAsiatech/status/1979163858485780510) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:33Z 30.9K followers, XXX engagements


"ByteDances Doubao has overtaken DeepSeek proving that user-friendly design often matters more than having the most advanced AI model. Wait I thought Bytedance was a social media company Of course DeepSeek is playing a very different game"  
[X Link](https://x.com/pstAsiatech/status/1979178179634901210) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:30Z 30.9K followers, 1288 engagements


"Just as Chinese reformers once argued they could selectively borrow Western methods without compromising ChinesecivilizationU.S.leaders now claim they can adopt Chinese-style state intervention without betrayingU.S.values. History suggests that such experiments in selective borrowing are rarely as tidy as their architects imagine"  
[X Link](https://x.com/pstAsiatech/status/1979183224858263935) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:50Z 30.9K followers, XXX engagements


"Western discourse consistently attributes Chinas achievements to its regime type rather than its substantive capabilities. Breakthroughs by Tencent BYD Huawei or Shenzhens hardware ecosystem are oftenexplained awayas resulting from statediktatrather than design brilliance or the unrivaled speed of co-located manufacturing. That flattening of context feeds the sense that Chinas ascent is somehow an affront to how the world should work rather than evidence that the world works differently than wasassumed. Yup"  
[X Link](https://x.com/pstAsiatech/status/1979184103070060638) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:53Z 30.9K followers, XXX engagements


"No major PLA activities near Taiwan after troublemaker Lais policy speech"  
[X Link](https://x.com/pstAsiatech/status/1979926574255251927) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T15:04Z 30.9K followers, 1212 engagements


"Nvidia CEO Jensen Huang to attend APEC CEO Summit in South Korea"  
[X Link](https://x.com/pstAsiatech/status/1979953369620845014) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T16:50Z 30.9K followers, 1636 engagements


"Beijing has called for the widespread diffusion of AI technologies in society and the economy as part of its AI Plus initiative. Leading American models such as those from OpenAI and Google DeepMind are officially blocked on the mainland while domestic models such as DeepSeek Alibaba Clouds Qwen and ByteDances Doubao have all exploded in popularity among Chinese users"  
[X Link](https://x.com/pstAsiatech/status/1980245976313889079) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T12:13Z 30.9K followers, XXX engagements


"China set to push high tech in 5-year plan as tensions with US intensify Central Committee expected to highlight the importance of consumption in an economy threatened by deflation via @ft"  
[X Link](https://x.com/pstAsiatech/status/1980262918760312892) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T13:20Z 30.9K followers, XXX engagements


"Chinese tech giants pause stablecoin plans after Beijing steps in Regulators raise concerns about the rise of privately controlled currencies via @ft"  
[X Link](https://x.com/pstAsiatech/status/1980263610073973224) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T13:23Z 30.9K followers, 1052 engagements


"Australia Says Chinese Fighter Jet Released Flares Near Its Military Plane Why is Australia patrolling the South China Sea"  
[X Link](https://x.com/pstAsiatech/status/1980281624756470104) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T14:35Z 30.9K followers, 1973 engagements


"In China a Forbidden Question Looms: Who Leads After Xi Xi Jinping seems to believe that only his continued rule can secure Chinas rise. But as he ages choosing a successor will become riskier and more difficult"  
[X Link](https://x.com/pstAsiatech/status/1980281769497694249) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T14:35Z 30.9K followers, 2236 engagements


"Appointment of Jade Leung as the Prime Ministers AI adviser -"  
[X Link](https://x.com/pstAsiatech/status/1980450458704502853) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T01:45Z 30.9K followers, XXX engagements


"Apple CEO Tim Cook pushes AI system launch in China after iPhone Air release"  
[X Link](https://x.com/pstAsiatech/status/1980466448708370719) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T02:49Z 30.9K followers, 6330 engagements


"Expands Auto Ambitions With Carmaker and Battery Giant Alliances"  
[X Link](https://x.com/pstAsiatech/status/1980654799302586800) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T15:17Z 30.9K followers, 1583 engagements


"Don't believe any of the hype around this "deal" which does not move the needle at all on the REE issue. As one industry expert told me: "what are you actually going to spend a billion dollars on in Australia". Answer nothing useful. And no we will not be awash in rare earths a year from now maybe in XX years"  
[X Link](https://x.com/pstAsiatech/status/1980656374548660362) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T15:24Z 30.9K followers, XX engagements


"@dyz_ob yes Apple looked at Baidu DeepSeek even Bytedance. Alibaba has the best capabilities in terms of model development and ability to support complex deployment such as Apple Intelligence"  
[X Link](https://x.com/pstAsiatech/status/1980658963852267652) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-21T15:34Z 30.9K followers, XX engagements


"Start-up Modular raises $250mn to challenge Nvidias software dominance via @ft"  
[X Link](https://x.com/pstAsiatech/status/1971119164971757880) [@pstAsiatech](/creator/x/pstAsiatech) 2025-09-25T07:46Z 30.9K followers, 1169 engagements


"Trump Signs Order to Approve Ambler Access Road for Mining in Alaska - The New York Times"  
[X Link](https://x.com/pstAsiatech/status/1975520312327381173) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-07T11:15Z 30.9K followers, XXX engagements


"Interior Secretary Doug Burgum said during the event that in addition to drill baby drill the Trump administrations mantra was mine baby mine. He said the order would help the United States compete with China which dominates the global supply chain for critical minerals used in energy technologies and military applications. @pstAsiatech: Burgum said the deal would help the US compete with China in the "AI arms race".wow quite a stretch but it is all about Ai"  
[X Link](https://x.com/pstAsiatech/status/1975520313698926627) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-07T11:15Z 30.9K followers, XXX engagements


"China expands rare earth restrictions targets defence semiconductor users"  
[X Link](https://x.com/pstAsiatech/status/1976320108093206545) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-09T16:13Z 30.8K followers, 7481 engagements


"Chinas newest restrictions on rare-earth materials would mark a nearly unprecedented export control that stands to disrupt the global economy Wow so much confusion in this article"  
[X Link](https://x.com/pstAsiatech/status/1976661449989865644) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T14:49Z 30.8K followers, 3045 engagements


"Former administration officials and experts suggested the U.S. could respond by adding to its tariff regimen cutting China off from Western semiconductor manufacturing equipment and accelerating efforts to build out domestic rare-earths capacity. Some analysts expect Trump to hit back hard. @pstAsiatch. No such responses are what got us into this situation doubling down would be the worst possible response. These "experts" do not understand the stakes on the REE and magnet side and how long it will take to have alternatives. This is the huge disconnect: those making export control policy on"  
[X Link](https://x.com/pstAsiatech/status/1976663216966295951) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T14:56Z 30.9K followers, 2717 engagements


"I did not say existential. The XX percent rule was pushed out by Commerce just before shutdown. It could impact as many as 10000 companies. Both sides in Madrid agreed not to do just this type of thing during negotiations. Beijing's response was delayed by National holiday but is direct response to US action which was not approved at cabinet level. Clearly no one told the President that Beijing would respond and strongly to breach of solemn agreement at Madrid"  
[X Link](https://x.com/pstAsiatech/status/1976709915067781345) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T18:02Z 30.8K followers, 89.9K engagements


"ASML faces a potentially tricky earnings test after the stock rallied XX% in little over a month on hopes that the accelerating buildout in AI infrastructure will drive chip equipment orders"  
[X Link](https://x.com/pstAsiatech/status/1978416268282585321) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T11:02Z 30.8K followers, 1169 engagements


"Automakers are bracing for fresh potential chip disruption with Chinas retaliatory export controls on an obscure Dutch supplier threatening to set off a chain reaction that could halt production lines More collateral damage from US controls.this one could be huge"  
[X Link](https://x.com/pstAsiatech/status/1979142307992539271) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:07Z 30.8K followers, 2269 engagements


"The figures support an earlier statement by Alibaba Group Holding CEO Eddie Wu Yongming who said overall token consumption in China was doubling every two or three months as AI adoption across industries grew faster than any previous technology in history"  
[X Link](https://x.com/pstAsiatech/status/1979152598692180165) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:48Z 30.9K followers, XXX engagements


"Chinas secret weapon in chip battle with US: intense city rivalry Chinas megacities are racing to draw capital to the semiconductor sector as they compete to become chip powerhouses via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1979153047470174500) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:50Z 30.9K followers, 1161 engagements


"In late September Shanghai-based chip equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced the launch of a XXX billion yuan fund to promote technological breakthroughs in the industry"  
[X Link](https://x.com/pstAsiatech/status/1979153441101402189) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:52Z 30.9K followers, XXX engagements


"The industry has upped inventories after the pandemic sparked previous chip shortages. But carmakers like Volkswagen AG and suppliers including Robert Bosch GmbH may take months to switch from Nexperia the Dutch producer affected to alternative sources"  
[X Link](https://x.com/pstAsiatech/status/1979157470149845086) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:08Z 30.8K followers, XXX engagements


"New York approves power line for Microns $XXX billion semiconductor plant"  
[X Link](https://x.com/pstAsiatech/status/1979159051196899543) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:14Z 30.8K followers, 1158 engagements


"Trump says high tariffs threatened by both US and China are not sustainable' No kidding.same with export controls. Both sides need to step back before collateral damage becomes even more serious"  
[X Link](https://x.com/pstAsiatech/status/1979171873360347645) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:05Z 30.8K followers, 1875 engagements


"The auto industry is digesting a new and potentially damaging supply-chain disruption from an unlikely source: a small Dutch semiconductor manufacturer The causality here is rather stunning. via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1979174718151283022) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:16Z 30.9K followers, 1794 engagements


"Pony AI Partners With Stellantis to Deploy Robotaxis in Europe The companies will gradually roll out services across European cities from 2026 via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1979174843695177858) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:17Z 30.8K followers, XXX engagements


"Whoa. JD Logistics has opened a new spare-parts warehouse in Dubai for XPeng.a day after the company revealed a strategic partnership with Chongqing Changan Automobile and battery giant CATL two days after a separate deal with CATL and GAC to develop a customized battery-swapping vehicle. The new model will debut during the upcoming Double XX shopping festival and will be sold exclusively through CATLs flagship store on"  
[X Link](https://x.com/pstAsiatech/status/1979175942154019240) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:21Z 30.9K followers, 1758 engagements


"Kuo: Thequestionsthe West now faces are equally challenging if not harder: What does modernity look like when it is no longer exclusively Western in conception How to understand development when the most successful model does not conform to liberal democratic assumptions What happens when the worlds second-largest economyoperatesaccording to principles that upend core Western beliefs about how prosperity is achieved and sustained"  
[X Link](https://x.com/pstAsiatech/status/1979182343140098174) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:46Z 30.8K followers, 4811 engagements


"n China infrastructure is growing on a continental scale technological breakthroughs accumulate renewable-energy capacity doubles and redoublesand yet still we find ways to explain that away minimize it deride it as overcapacity and predict its imminent unraveling. Yes the subtle deceit of "overcapacity""  
[X Link](https://x.com/pstAsiatech/status/1979184414442606760) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:55Z 30.8K followers, 1520 engagements


"While Americans have retreated from global climate leadershipthe second Trump administration pulled out again from the Paris Agreement and recently slammed renewable energy at the UN General AssemblyChina has become the indispensable actor in the energy transition. The country that was supposed to be the problem has become essential to the solution not through moral transformation but through sheer manufacturing and deployment capacity"  
[X Link](https://x.com/pstAsiatech/status/1979184836154695893) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:56Z 30.8K followers, 3695 engagements


"China feeling similarly attacked without provocation defended its rare-earth response saying it was defensive leading to accusations the US was creating unnecessary panic and blowing it all out of proportion. In its mind the expanded US export restrictions also violated what it saw as an implicit ceasefirehammered out in Spain last month. @pstAsiatech: also Beijing clearly vieeed rate earth issue as national security issue. Beijing is focused on militart end use and us licensing exports for commercial sectors. Unlike US export controls which are very broad"  
[X Link](https://x.com/pstAsiatech/status/1979523081946239265) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:20Z 30.9K followers, 1486 engagements


"Padilla: US semiconductor restrictions and Chinese rare-earth limits are both global extraterritorial require re-export licenses even for small amounts and presume denial for military applications. Yes absolutely anyone arguing otherwise has an agenda or misunderstands both US and Chinese controls"  
[X Link](https://x.com/pstAsiatech/status/1979523681660318196) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:23Z 30.9K followers, 1411 engagements


"@baoshaoshan They will meet in one week in Malaysia.meanwhile the XX Percent Rule is wreaking havoc"  
[X Link](https://x.com/pstAsiatech/status/1979524907760537669) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:28Z 30.8K followers, XX engagements