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# ![@tphuang Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43463961.png) @tphuang tphuang

tphuang posts on X about china, byd, investment, xiaomi 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::43463961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +38%
- X Year XXXXXXXXXX +74%

### Mentions: XX [#](/creator/twitter::43463961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +13%
- X Months XXXXX +3.80%
- X Year XXXXX +17%

### Followers: XXXXXX [#](/creator/twitter::43463961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:followers.svg)

- X Week XXXXXX +1.70%
- X Month XXXXXX +5.60%
- X Months XXXXXX +25%
- X Year XXXXXX +96%

### CreatorRank: XXXXXXX [#](/creator/twitter::43463961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::43463961/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [vc firms](/list/vc-firms)  #433 [currencies](/list/currencies)  XXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[china](/topic/china) #971, [byd](/topic/byd) #61, [investment](/topic/investment) #2562, [xiaomi](/topic/xiaomi) #947, [robot](/topic/robot) #1360, [$6268t](/topic/$6268t) #4, [alibaba](/topic/alibaba) #83, [malaysia](/topic/malaysia) 1.35%, [all the](/topic/all-the) #3534, [tesla](/topic/tesla) XXXX%

**Top accounts mentioned or mentioned by**
[@pompeyweilian](/creator/undefined) [@chairmanyan](/creator/undefined) [@novaintrovert](/creator/undefined) [@sz_mediagroup](/creator/undefined) [@burnerowen](/creator/undefined) [@kavenmaitimborb](/creator/undefined) [@hellenomania](/creator/undefined) [@mahboiii](/creator/undefined) [@knightseek](/creator/undefined) [@leafweadow](/creator/undefined) [@carfansc](/creator/undefined) [@sooyes](/creator/undefined) [@lukegromen](/creator/undefined) [@aknjh](/creator/undefined) [@juliang66566](/creator/undefined) [@glennluk](/creator/undefined) [@bluedomain](/creator/undefined) [@armchairstgst](/creator/undefined) [@aaronrumfallo](/creator/undefined) [@thewanderwit](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [MP Materials Corp. (MP)](/topic/$mp) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::43463961/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/tphuang/status/1727832845354209546) [@tphuang](/creator/x/tphuang) 2023-11-23T23:33Z 27.4K followers, 6220 engagements


"Thread on China's export control on superhard material. In 2024 China imposed control on production equipment & critical process tech like 6-sided top press & MPCVD equipment. Order No. XX now cover: Artificial diamond micropowder & single crystals grinding wheels wire saw & DCPCVD equipment & process tech"  
[X Link](https://x.com/tphuang/status/1976772325518238002) [@tphuang](/creator/x/tphuang) 2025-10-10T22:10Z 27.4K followers, 37.4K engagements


"Another major get for Alibaba cloud as it picks up Haier as a major customer for its AI cloud eCommerce & globalization effort. Comes at the same time as it's slashing cloud pricing globally"  
[X Link](https://x.com/tphuang/status/1978090242214126083) [@tphuang](/creator/x/tphuang) 2025-10-14T13:27Z 27.4K followers, 2494 engagements


"This unfortunately goes beyond chips. EU is looking to pressure Chinese automakers to share tech in EU investments. Put yourself in the shoe of BYD or CATL looking at this. Can you trust in EU to not confiscate your investment & take your tech if it feels somehow threatened"  
[X Link](https://x.com/tphuang/status/1979385696927334773) [@tphuang](/creator/x/tphuang) 2025-10-18T03:15Z 27.4K followers, 3646 engagements


"FangChengBao had their fall product launch today: New LR 210km BEV version of Bao-5 got launched at px of 269.8-329.8k RMB X Expensive variants use the latest HW ADS XXX ADAS Uses 1.5T DMO+ CTC XXX wheelbase w/ 47.8kWh battery & 83L fuel tank 1310km combined range & XX% increased energy density on the pack level"  
[X Link](https://x.com/tphuang/status/1980252013028839740) [@tphuang](/creator/x/tphuang) 2025-10-20T12:37Z 27.4K followers, 3850 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](https://x.com/tphuang/status/1976363581479477492) [@tphuang](/creator/x/tphuang) 2025-10-09T19:06Z 27.4K followers, 110.4K engagements


"How does CBN diamon micro powder & 6-sided top press (1000t) change things They are widely needed for Precision cutting semiconductor polishing & shale gas drilling. As you can see wide ranging effects for downstream applications"  
[X Link](https://x.com/tphuang/status/1976772343629484115) [@tphuang](/creator/x/tphuang) 2025-10-10T22:10Z 27.4K followers, 1413 engagements


"ByteDance's Volcano Engine says its daily token usage surpassed 30T by end of Sep up XX% YoY. VolcEngine had XX% mkt share in China's enterprise mkt in 2025H1 China's overall daily token maybe 60T by now. Accelerated token gen from reasoning models video/img/voice models & more enterprise & agentic usage"  
[X Link](https://x.com/tphuang/status/1978774410694697321) [@tphuang](/creator/x/tphuang) 2025-10-16T10:45Z 27.4K followers, 52.3K engagements


"Assuming this is the real EU reasoning while understandable this is more alarming for Chinese investment than caving into US pressure. I will explain history of Wingtech investment current fab situations & why this is so disturbing & must be addressed for future China/EU tech cooperation"  
[X Link](https://x.com/tphuang/status/1979385670243107234) [@tphuang](/creator/x/tphuang) 2025-10-18T03:14Z 27.4K followers, 134.2K engagements


"Note that EU & Germany does offer subsidies for new semi projects. They did so for Intel & TSMC plants bc they are for "advanced" nodes. Yet Infineon is building its latest 8-inch SiC fab in Malaysia rather than Germany. ofc Intel will likely not build a fab there at all now"  
[X Link](https://x.com/tphuang/status/1979484896260149413) [@tphuang](/creator/x/tphuang) 2025-10-18T09:49Z 27.4K followers, 5858 engagements


"Visionox & Hefei JV topped out new XXX gen AMOLED production line. Total investment 55B RMB. Its world's 1st XXX gen project to use FMM-free tech & covers mid-sized applications like pads laptops & auto screens. Designed for 32k wpm in capacity. Project 1st announced in 2024/08 so this came together really quickly"  
[X Link](https://x.com/tphuang/status/1979998332983603704) [@tphuang](/creator/x/tphuang) 2025-10-19T19:49Z 27.4K followers, 5734 engagements


"COSCO Shipping has taken delivery of 1st X 6x4 eHDT for the Beijing-Tianjin-Hebei Corridor. Each truck has 400kWh in battery w/ 240km BEV range. Using 80000 km of operation/yr this saves 300t in CO2 per yr. Shorter range makes sense in a fixed operational environment w/ good charging & battery swap infrastructure"  
[X Link](https://x.com/tphuang/status/1980350912812990913) [@tphuang](/creator/x/tphuang) 2025-10-20T19:10Z 27.4K followers, 3856 engagements


"Best quote here from @LukeGromen "America is on the right path when he reads stories about welders making 500-600k/yr out of welding school". I'd add civil mechanical non big-oil chemical engineers & hard science majors in there. Expertise atrophy in upstream supply chain is inevitable when all the money only goes toward the AI/tech/finance bro class. At some pt US needs to make real physical stuff & none of the chatbots or HFT traders will do any of that"  
[X Link](https://x.com/tphuang/status/1980408835060781282) [@tphuang](/creator/x/tphuang) 2025-10-20T23:00Z 27.4K followers, 32.9K engagements


"Chinese firms now climbing to XX% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has XX% share followed by Sumitomo is China's national champion here Already climbed to XX% in China & rapidly increasing Semi sanctions have prompted Chinese firms to look at supply chain security across board As such domestic mkt share in RV reducers & other components in robots will continue to climb"  
[X Link](https://x.com/tphuang/status/1793072429595582821) [@tphuang](/creator/x/tphuang) 2024-05-22T00:12Z 27.4K followers, 14.3K 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](https://x.com/tphuang/status/1917377741915070721) [@tphuang](/creator/x/tphuang) 2025-04-30T00:37Z 27.3K followers, 5648 engagements


"COSCO Shipping is also making huge investment in "green marine fuel". Recently work just started on China's largest ever methanol dual fuel VLOC @ 325k ton displacement. 339.9m long 62m beam & 21.4m draft. To be used in transporting Iron Ore & Bauxite. Maybe part of China's recent talk of green iron ore w/ Australia to have low carbon steel production. This comes after COSCO took delivery of its 1st 16000 TEU methanol dual fuel container ship in June"  
[X Link](https://x.com/tphuang/status/1949472205223395526) [@tphuang](/creator/x/tphuang) 2025-07-27T14:09Z 27.4K followers, 3283 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](https://x.com/tphuang/status/1962299398525784092) [@tphuang](/creator/x/tphuang) 2025-08-31T23:40Z 27.4K followers, 2980 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](https://x.com/tphuang/status/1970088021023191216) [@tphuang](/creator/x/tphuang) 2025-09-22T11:29Z 27.4K followers, 2745 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](https://x.com/tphuang/status/1971159346152444338) [@tphuang](/creator/x/tphuang) 2025-09-25T10:26Z 27.3K followers, 12.1K 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](https://x.com/tphuang/status/1971559469684326527) [@tphuang](/creator/x/tphuang) 2025-09-26T12:56Z 27.4K followers, 2619 engagements


"Li Auto i6 vs Onvo L60 vs Xiaomi yu7 vs Tesla Model Y I think I would pick Yu7 here"  
[X Link](https://x.com/tphuang/status/1971678734194561133) [@tphuang](/creator/x/tphuang) 2025-09-26T20:50Z 27.4K followers, 3323 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](https://x.com/tphuang/status/1972113620352848118) [@tphuang](/creator/x/tphuang) 2025-09-28T01:38Z 27.4K followers, 32.9K engagements


"Meituan drones have apparently started night time delivery in Shenzhen. This is next level stuff"  
[X Link](https://x.com/tphuang/status/1972246780302770676) [@tphuang](/creator/x/tphuang) 2025-09-28T10:27Z 27.3K followers, 3760 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](https://x.com/tphuang/status/1972403098556760095) [@tphuang](/creator/x/tphuang) 2025-09-28T20:48Z 27.3K followers, 11.7K engagements


"The hardest part to master for industrial robot is RV reducer. This is a component that is rapidly expanding as you can see below. Growth rate is expected to be XX% per yr until 2028. If RV reducer is not good enough the robot will constantly needs repairs - slowing down production"  
[X Link](https://x.com/tphuang/status/1972403106194309163) [@tphuang](/creator/x/tphuang) 2025-09-28T20:48Z 27.3K followers, 1076 engagements


"Domestic mkt share of RV reducers has risen from XX% in 2020 to XX% in 2024. Thus expects to rise to XX% in 2027. Top suppliers are Nabtesco Fine Motion Chietom ZhSima ZD *Liuhuan"  
[X Link](https://x.com/tphuang/status/1972403108455317662) [@tphuang](/creator/x/tphuang) 2025-09-28T20:48Z 27.3K followers, XXX 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](https://x.com/tphuang/status/1972403111689064929) [@tphuang](/creator/x/tphuang) 2025-09-28T20:48Z 27.3K followers, 5728 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](https://x.com/tphuang/status/1972403114633552327) [@tphuang](/creator/x/tphuang) 2025-09-28T20:48Z 27.4K followers, 5776 engagements


"I took a look at the all important RV reducer market in China to see how Nabtesco share shrunk from 2023 to 2024. Part of an overall change in the supply chain since the start of tech war"  
[X Link](https://x.com/tphuang/status/1973888714318491928) [@tphuang](/creator/x/tphuang) 2025-10-02T23:11Z 27.4K followers, 2735 engagements


"UQI also provides Wali T3000 trailer Tractor to drag carts loaded w/ boxes around the factory. It also has Chitu Robo delivery Car which helps it to refine AMRs & tractor robots become better at moving around factory floor. Unitree bots haven't been in as many factories bc it doesn't offere same level of integrated services"  
[X Link](https://x.com/tphuang/status/1974579835969143213) [@tphuang](/creator/x/tphuang) 2025-10-04T20:58Z 27.3K followers, XXX 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](https://x.com/tphuang/status/1974987622578811108) [@tphuang](/creator/x/tphuang) 2025-10-05T23:58Z 27.4K followers, 8106 engagements


"See below for a list of publicly listed Chinese companies that produce RV & Harmonic reducers. eg: supports Kuka Fanuc ABB & Yaskawa So these Chinese companies aren't just good enuf for domestic robots but also foreign OEMs that produce in China for local mkt"  
[X Link](https://x.com/tphuang/status/1974987625540075827) [@tphuang](/creator/x/tphuang) 2025-10-05T23:58Z 27.4K followers, XXX 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](https://x.com/tphuang/status/1976121884719841608) [@tphuang](/creator/x/tphuang) 2025-10-09T03:05Z 27.3K followers, 111.3K 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](https://x.com/tphuang/status/1976363607152849354) [@tphuang](/creator/x/tphuang) 2025-10-09T19:06Z 27.3K followers, 5734 engagements


"Just how important is superhard material It's widely used in CNC semi mfg automotive PVs oil & gas exploration biomedicine & military. China has a 100B RMB superhard material industry including almost all 6-sided top press XX% MPCVD XX% of CBN XX% diamond wire saws & XX% of large size synthetic diamond single crystal"  
[X Link](https://x.com/tphuang/status/1976772328634679590) [@tphuang](/creator/x/tphuang) 2025-10-10T22:10Z 27.4K followers, 2473 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](https://x.com/tphuang/status/1976816489823965582) [@tphuang](/creator/x/tphuang) 2025-10-11T01:05Z 27.3K followers, 10.1K engagements


"BYD won bid for Singapore's autonomous bus service pilot project - 1st official L4 bus project Will begin in mid 2026 on route XXX & XXX. Consortium of BYD MKX Tech & MOGOX won the bid"  
[X Link](https://x.com/tphuang/status/1977091082614980931) [@tphuang](/creator/x/tphuang) 2025-10-11T19:17Z 27.3K followers, 3720 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](https://x.com/tphuang/status/1977520389439050036) [@tphuang](/creator/x/tphuang) 2025-10-12T23:42Z 27.3K followers, 1414 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](https://x.com/tphuang/status/1977521847940829271) [@tphuang](/creator/x/tphuang) 2025-10-12T23:48Z 27.3K followers, 21.3K engagements


"Denza is landing in Brazil. It is bringing D9 Z9GT & B5 to local mkt + getting press from Brazilian media as part of factory opening. Expect pre-sale to start in Nov @ Sao Paolo auto show"  
[X Link](https://x.com/tphuang/status/1977695854195560784) [@tphuang](/creator/x/tphuang) 2025-10-13T11:20Z 27.4K followers, 4024 engagements


"China's export data across different regions YoY from Sep to Feb: Note that despite the huge XX% drop to US overall export was up XXX% YoY Led by huge XX% increase to Africa XXXX% to ASEAN & XXXX% to EU. Only other decreases were -XX% to Russia & -XXX% to Canada. Latam saw XX% growth YoY & most other places saw 10%+ increase China is diversifying away from US pretty rapidly"  
[X Link](https://x.com/tphuang/status/1977813369089401287) [@tphuang](/creator/x/tphuang) 2025-10-13T19:07Z 27.3K followers, 8674 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](https://x.com/tphuang/status/1977914668573143291) [@tphuang](/creator/x/tphuang) 2025-10-14T01:49Z 27.3K followers, 4710 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](https://x.com/tphuang/status/1977915713642692997) [@tphuang](/creator/x/tphuang) 2025-10-14T01:53Z 27.4K followers, 3845 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](https://x.com/tphuang/status/1978091744945197218) [@tphuang](/creator/x/tphuang) 2025-10-14T13:33Z 27.4K followers, 3688 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](https://x.com/tphuang/status/1978275184231547319) [@tphuang](/creator/x/tphuang) 2025-10-15T01:42Z 27.3K followers, 2968 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](https://x.com/tphuang/status/1978278091735576590) [@tphuang](/creator/x/tphuang) 2025-10-15T01:53Z 27.4K followers, 21.1K 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](https://x.com/tphuang/status/1978446225058799641) [@tphuang](/creator/x/tphuang) 2025-10-15T13:01Z 27.3K followers, 5365 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](https://x.com/tphuang/status/1978487864670466474) [@tphuang](/creator/x/tphuang) 2025-10-15T15:47Z 27.3K followers, 4769 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](https://x.com/tphuang/status/1978555234659054051) [@tphuang](/creator/x/tphuang) 2025-10-15T20:15Z 27.3K followers, 8023 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](https://x.com/tphuang/status/1978556456224931883) [@tphuang](/creator/x/tphuang) 2025-10-15T20:19Z 27.3K followers, 2493 engagements


"Mosquito killing laser gun platform version 3: Using 3D printed Al components laser module IR camera & sensors Design allows high speed/accuracy rotation. Advanced algo allow constant tracking of fast moving mosquitos while avoiding ppl So insane this is home made You can do a lot in China as a hobbyist w/ that supply chain & knowledge base"  
[X Link](https://x.com/tphuang/status/1978794825508860036) [@tphuang](/creator/x/tphuang) 2025-10-16T12:07Z 27.3K followers, 10.8K engagements


"Now for BYD's LFP battery. Notice that depending on the battery size the density is either in the XXX to 153Wh/kg or 184-192Wh/Kg. Former is likely high charge/discharge short blade battery Latter likely sacrifice charge rate in favor of higher density. BYD has the best LFP"  
[X Link](https://x.com/tphuang/status/1978871069504102479) [@tphuang](/creator/x/tphuang) 2025-10-16T17:10Z 27.3K followers, 2061 engagements


"After passing through Brazil & Argentina the BYD leadership team is now celebrating opening up new store in South Africa. BYD plans to build 200-300 MW chargers in South Africa over 2026 + 3x the # of dealerships. Eventually I think BYD will be building cars in Africa. Unclear if if in South Africa or a place like Morocco"  
[X Link](https://x.com/tphuang/status/1978996657883684884) [@tphuang](/creator/x/tphuang) 2025-10-17T01:29Z 27.3K followers, 5460 engagements


"Beijing Jingdiao just received 1B RMB investment from China's industrial machine tool fund & Beijing's mfg & equipment industrial fund for development of high-end CNC tools expanding capacity a new industrial machine tool pilot validation center & its own CNC system ecosystem. Normally these funds will take a share in the company (basically act like a state VC) to provide needed support (whether monetary or connection wise). In America VC money has basically all flown into AI Crypto & soft tech in the recent yrs since that's where all the money is to be made. Or speculative bets like Oklo"  
[X Link](https://x.com/tphuang/status/1979132691883635138) [@tphuang](/creator/x/tphuang) 2025-10-17T10:29Z 27.4K followers, 12.2K engagements


"Ponyai & Stellantis is happening Will be working on self driving for medium sized van on Stellantis' AV-Ready platform"  
[X Link](https://x.com/tphuang/status/1979173044061868196) [@tphuang](/creator/x/tphuang) 2025-10-17T13:09Z 27.3K followers, 2811 engagements


"This was inevitable after the 2023 ruling from China that Micron chips are not secure. Big Q on what happens to actual Nvidia sales + Intel/AMD + TI. Increasing securitized nature of semi industry means that US doesn't want to sell certain chips to China & China doesn't find the chips they are willing to sell to be appealing"  
[X Link](https://x.com/tphuang/status/1979175224470876247) [@tphuang](/creator/x/tphuang) 2025-10-17T13:18Z 27.4K followers, 16.6K engagements


"@PompeyWeilian @blue_domain Give one example of this"  
[X Link](https://x.com/tphuang/status/1979569283178074281) [@tphuang](/creator/x/tphuang) 2025-10-18T15:24Z 27.3K followers, XXX engagements


"@PompeyWeilian @blue_domain They can do what they want as a bandit govt but they are facing retaliation now and you better suck it up. Because thats what you asked for"  
[X Link](https://x.com/tphuang/status/1979570472930168847) [@tphuang](/creator/x/tphuang) 2025-10-18T15:29Z 27.3K followers, XXX engagements


"@Michael_Bachari @cherrymomo151 Good"  
[X Link](https://x.com/tphuang/status/1979602105854775469) [@tphuang](/creator/x/tphuang) 2025-10-18T17:34Z 27.4K followers, 1444 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](https://x.com/tphuang/status/1978417301910143124) [@tphuang](/creator/x/tphuang) 2025-10-15T11:06Z 27.4K followers, 49.2K engagements


"@Armchairstgst still waiting for that to show up in operational squadron somewhere or even testing bases. Other than that it might as well be big foot"  
[X Link](https://x.com/tphuang/status/1980087377654600057) [@tphuang](/creator/x/tphuang) 2025-10-20T01:43Z 27.4K followers, XXX engagements


"China's export of Antimony export has basically stopped. In Sep it was down XXXX% YoY. So far in 2025 it is down 82%. Only Mexico Canada Thailand Vietnam & Turkey got export earlier this yr but it has basically been negligible since May"  
[X Link](https://x.com/tphuang/status/1980345721170850175) [@tphuang](/creator/x/tphuang) 2025-10-20T18:49Z 27.4K followers, 13.3K engagements


"Alibaba Quark has launched a "Plan C" for its AI business (C for Chat) to take on ByteDance's Doubao (which is mkt leader in China). Alibaba CEO Eddie Wu said his company is "all-in" w/ AI. It is massively recruiting talent globally for building models AI infrastructure ecosystem & AI for Business"  
[X Link](https://x.com/tphuang/status/1980639034138374655) [@tphuang](/creator/x/tphuang) 2025-10-21T14:15Z 27.4K followers, 8923 engagements


"USTC Hefei has developed a 3kW&4.5K helium refrigerator which has operated stably for 120hr. Cooling capacity has reached design requirement of 3KW Expected to support the stable operation of CRAFT (one of China's main nuclear fusion projects)"  
[X Link](https://x.com/tphuang/status/1980672703247052897) [@tphuang](/creator/x/tphuang) 2025-10-21T16:29Z 27.4K followers, 2590 engagements


"XCMG delivering XXX eForklift to a customer in Northwest China in the Petrochem industry. It is able to operate from -XX to 45C & withstand -30C environment @ nighttime. New BYD battery tech has made this possible. Uses XCMG's self developed 7-in-1 eControl system"  
[X Link](https://x.com/tphuang/status/1980749065676804174) [@tphuang](/creator/x/tphuang) 2025-10-21T21:32Z 27.4K followers, 3028 engagements


"BYD's Zhengzhou plant in Henan. Starting off with phase X to X completed. Now building out phase X to 8"  
[X Link](https://x.com/tphuang/status/1980765404713693423) [@tphuang](/creator/x/tphuang) 2025-10-21T22:37Z 27.4K followers, 3786 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](https://x.com/tphuang/status/1971885251887845436) [@tphuang](/creator/x/tphuang) 2025-09-27T10:30Z 27.4K followers, 5182 engagements


"See below for China's harmonic reducer mkt vs ROW: China had demand for X million harmonic reducer by XXX & more than XX% of demand overall. Most of it for industrial robot but also some for machine tools & cars. 6-axis robot need X reducers so demand high from robots"  
[X Link](https://x.com/tphuang/status/1974987631475019853) [@tphuang](/creator/x/tphuang) 2025-10-05T23:58Z 27.4K followers, XXX 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](https://x.com/tphuang/status/1974987634964586756) [@tphuang](/creator/x/tphuang) 2025-10-05T23:58Z 27.4K followers, XXX 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](https://x.com/tphuang/status/1977520377392726342) [@tphuang](/creator/x/tphuang) 2025-10-12T23:42Z 27.4K followers, 1663 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](https://x.com/tphuang/status/1977560731236352084) [@tphuang](/creator/x/tphuang) 2025-10-13T02:23Z 27.4K followers, 10.2K engagements


"Apparently this solid state battery here is 64g w/ 30.4Wh energy for density of 475Wh/kg. Already in mass production. SSB tech is progressing pretty quickly. Just need to see it in EVs now"  
[X Link](https://x.com/tphuang/status/1978845554890146267) [@tphuang](/creator/x/tphuang) 2025-10-16T15:28Z 27.4K followers, 28.1K engagements


"Thanks to @AngelicaOung for joining my show this week and discuss all things nuclear and China/Taiwan related stuff If you enjoy learning about emerging nuclear tech then I'm sure you'd find the TMSR & nuclear fusion section to be quite interesting"  
[X Link](https://x.com/tphuang/status/1979136063923794195) [@tphuang](/creator/x/tphuang) 2025-10-17T10:43Z 27.4K followers, 12.2K 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](https://x.com/tphuang/status/1860641783606092227) [@tphuang](/creator/x/tphuang) 2024-11-24T11:09Z 27.4K followers, 93.1K 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](https://x.com/tphuang/status/1973347616848273865) [@tphuang](/creator/x/tphuang) 2025-10-01T11:21Z 27.4K followers, 3873 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](https://x.com/tphuang/status/1973347621357117560) [@tphuang](/creator/x/tphuang) 2025-10-01T11:21Z 27.4K followers, 2202 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](https://x.com/tphuang/status/1976279871409078781) [@tphuang](/creator/x/tphuang) 2025-10-09T13:33Z 27.4K followers, 3860 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](https://x.com/tphuang/status/1977520373601300525) [@tphuang](/creator/x/tphuang) 2025-10-12T23:42Z 27.4K followers, 34.2K engagements


"SiCarrier subsidiary launched X new EDAs for schematics & PCB. HW & Empyrean already had advanced IC EDAs last yr so this provides more domestic option for PCB design. When Trump admin talks abt critical s/w this is likely one of items they are thinking of"  
[X Link](https://x.com/tphuang/status/1978418883548627203) [@tphuang](/creator/x/tphuang) 2025-10-15T11:13Z 27.4K followers, 17.7K engagements


"Looking at the following HW Lidar teardown & NIO Adam Computer teardown you will see Nexperia mentioned in there. In fact XX of the top XX customers for Nexperia was in China. It was not profitable b4 Wingtech took over & it would not be profitable w/o Chinese customers"  
[X Link](https://x.com/tphuang/status/1979385688689655889) [@tphuang](/creator/x/tphuang) 2025-10-18T03:14Z 27.4K followers, 7670 engagements


"In fact European automakers are behind. They don't have the battery tech or the AI tech of Chinese automakers. What if BYD or Geely starts increasing EU mkt share Will EU get alarmed & just take over those plants That's why this is such a dangerous precedence"  
[X Link](https://x.com/tphuang/status/1979385698173038618) [@tphuang](/creator/x/tphuang) 2025-10-18T03:15Z 27.4K followers, 3497 engagements


"China's Sep auto exports. 560k for passenger vehicles & 93k for commercial vehicles. It has exported 4.2m PVs & 748k commercial vehicles so far this yr. The latter is especially important to much of Global South"  
[X Link](https://x.com/tphuang/status/1979490323395997769) [@tphuang](/creator/x/tphuang) 2025-10-18T10:10Z 27.4K followers, 3716 engagements


"XCMG unveils XC9150-EV the world's largest eLoader @ 15t. Now it offers eLoader from XXX to 15t (70% lower opex) + hybrid loaders from X to 35t (30-50% lower fuel consumption) XC9350XE is world's largest hybrid loader"  
[X Link](https://x.com/tphuang/status/1979694167937974726) [@tphuang](/creator/x/tphuang) 2025-10-18T23:40Z 27.4K followers, 3758 engagements


"Exciting time for Landspace's Zhuque-3 rocket. Test task divided into X stages: 1) filling & training & static ignition test. 2) Launch into orbit & sub stage recovery attempted simultaneously Should lower launch cost significantly once it's in production usage. Especially important for LEO constellation that Satnet & SpaceSail are building"  
[X Link](https://x.com/tphuang/status/1980640239224750532) [@tphuang](/creator/x/tphuang) 2025-10-21T14:20Z 27.4K followers, 3977 engagements


"@AaronRumfallo you can search through my X posts"  
[X Link](https://x.com/tphuang/status/1980684189411279034) [@tphuang](/creator/x/tphuang) 2025-10-21T17:14Z 27.4K followers, XX 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](https://x.com/tphuang/status/1978218048851996968) [@tphuang](/creator/x/tphuang) 2025-10-14T21:55Z 27.4K followers, 3480 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](https://x.com/tphuang/status/1978527873763049554) [@tphuang](/creator/x/tphuang) 2025-10-15T18:26Z 27.4K followers, 5411 engagements


"This guy is quite prominent On Weibo so I assume this is through solid source. YMTC has a fully domestic production line & expects to stay mass production next yr. In case you wonder when China can massively expand its advanced logic & memory capacity. It is 2026"  
[X Link](https://x.com/tphuang/status/1978947335565562017) [@tphuang](/creator/x/tphuang) 2025-10-16T22:13Z 27.4K followers, 49.9K engagements


"It is also quite dishonest to say that Nexperia was not investing in Europe. Just last yr Wingtech committed another $200m to the plant in Germany for expansion. Does this sound like an operation about to be moved to China Maybe Wingtech believes it needs to expand to compete"  
[X Link](https://x.com/tphuang/status/1979385691621540092) [@tphuang](/creator/x/tphuang) 2025-10-18T03:14Z 27.4K followers, 6757 engagements


"BYD just delivered its 100000th car in Thailand (a Song+ DM-i) to Mr. Korn Dabbaransi President of the Thai-Chinese Friendship Association. Song+ DM-i is now produced in BYD's Thai plant. Major. step fwd in BYD's efforts in ASEAN mkt"  
[X Link](https://x.com/tphuang/status/1979493458466234730) [@tphuang](/creator/x/tphuang) 2025-10-18T10:23Z 27.4K followers, 4206 engagements


"I think the Q ppl want to ask is when will China produce 3nm chips For this I think we need to look @ EUV as just one system among many systems+parts used by TSMC. Since 2007 US has instituted a "Military Catch-All" regulation export control vs China. See below list for all the restricted items. Many of which have already been "conquered" by China while other items like 60GHz Oscilloscopes just got overcome this past wk. Keep in mind that ASML is essentially an integrator. It integrates many highly valued & equally export controlled parts that China does not have access to. For eg high end"  
[X Link](https://x.com/tphuang/status/1979744283680006253) [@tphuang](/creator/x/tphuang) 2025-10-19T02:59Z 27.4K followers, 35.5K engagements


"Stellantis looking to start production of Leapmotor B10 for European mkt. a 30k euro option that will really compete against VW. Seems like VW will be forced to license produce some Chinese EV in Europe if it wants to compete. XX yrs on & JV+license production model is coming to Europe. What a huge change"  
[X Link](https://x.com/tphuang/status/1979881398606426520) [@tphuang](/creator/x/tphuang) 2025-10-19T12:04Z 27.4K followers, 5904 engagements


"We are in 2025 China just effortlessly unveil B21 sized unmanned bomber already in Malan testing range + multiple high end UCAVs while US is evaluating Anduril garbage. This is happening bc Chinas supply chain is ready & vibrant. When foundation of your aerospace industry is good & funding is there you wont have problem delivering on modern cutting edge platforms"  
[X Link](https://x.com/tphuang/status/1979884248317178070) [@tphuang](/creator/x/tphuang) 2025-10-19T12:16Z 27.4K followers, 133.2K engagements


"Chinese automakers & their battery suppliers for the NEVs. Dark blue is CATL & light green is BYD. CATL is the top supplier to almost every automaker & BYD really doesn't supply too many of its competitors"  
[X Link](https://x.com/tphuang/status/1980008569043873962) [@tphuang](/creator/x/tphuang) 2025-10-19T20:30Z 27.4K followers, 8375 engagements


"Based on satellite photos B21 wingspan is close to 45m & this is 42m. So calling it B21 sized is quite appropriate especially if you consider the non human related space here"  
[X Link](https://x.com/tphuang/status/1980019620980703413) [@tphuang](/creator/x/tphuang) 2025-10-19T21:13Z 27.4K followers, 11.8K engagements


"I don't know why this needs to be said but China flew Sharp Sword in 2013 but it just joined service recently. X-47B was a great achievement but it was a demonstrator not even a prototype. GJ-X is significantly larger & is an actual prototype going thru eval @ Malan base"  
[X Link](https://x.com/tphuang/status/1980084618029420638) [@tphuang](/creator/x/tphuang) 2025-10-20T01:32Z 27.4K followers, 6015 engagements


"Meituan reported today their unmanned delivery in Shenzhen already logged 5m+ orders & 15m km in distance. Chinese companies have access to a large domestic supply chain that any American company would be jealous of especially in autonomous & robotics stuff. So it's not surprising that little guys like Neolix & ZelosTech can deploy this many autonomous delivery vehicles. And why Meituan & JD can get into autonomous delivery vehicles & drones. Also Chinese society just accepts innovations more easily. You are not going to see delivery driver union doing demonstrations outside of Shenzhen town"  
[X Link](https://x.com/tphuang/status/1980449445180289099) [@tphuang](/creator/x/tphuang) 2025-10-21T01:41Z 27.4K followers, 10.7K engagements


"TCL Huaxing has now invested 29.5B RMB in Guangzhou also for a 8.6Gen OLED project called t8 covering full supply chain. Expects to produce 22.5k wpm when complete. BOE Visionox & TCL also have 8.6GEN OLED project now. They have caught up to Samsung in latest OLED tech"  
[X Link](https://x.com/tphuang/status/1980683744265785456) [@tphuang](/creator/x/tphuang) 2025-10-21T17:12Z 27.4K followers, 1597 engagements


"Two slightly different # here for China's September light truck NEV sales: One has BYD climbing to #4 on the list & other one has BYD at #5. Both around 1000 sales basically all T5s. Top X are Geely BAIC JAC & Sinotruk Weichai & XCMG also rapidly increasing both using BYD batteries. This was the 2nd highest selling NEV light truck month on record. Only Aug was higher. The NEV transition in trucking market is very rapid rn"  
[X Link](https://x.com/tphuang/status/1980778487150506286) [@tphuang](/creator/x/tphuang) 2025-10-21T23:29Z 27.4K followers, 2632 engagements