[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.]

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

tphuang posts on X about china, byd, robot, 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 -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +37%
- X Year XXXXXXXXXX +73%

### 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 +15%
- X Months XXXXX +3.40%
- 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 +24%
- 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)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  #4739 [stocks](/list/stocks)  XXX% [vc firms](/list/vc-firms)  #403 [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[china](/topic/china) #466, [byd](/topic/byd) #104, [robot](/topic/robot) #1854, [xiaomi](/topic/xiaomi) #836, [investment](/topic/investment) #1428, [malaysia](/topic/malaysia) #1153, [brazil](/topic/brazil) #1754, [$6268t](/topic/$6268t) #2, [tesla](/topic/tesla) 0.65%, [geely](/topic/geely) #71

**Top accounts mentioned or mentioned by**
[@pompeyweilian](/creator/undefined) [@chairmanyan](/creator/undefined) [@electricfelix](/creator/undefined) [@gonglei89](/creator/undefined) [@sz_mediagroup](/creator/undefined) [@kavenmaitimborb](/creator/undefined) [@glennluk](/creator/undefined) [@2030shaun](/creator/undefined) [@novaintrovert](/creator/undefined) [@dancollins2011](/creator/undefined) [@carfansc](/creator/undefined) [@burnerowen](/creator/undefined) [@zephyr_z9](/creator/undefined) [@0dongfeng](/creator/undefined) [@zephyrz9](/creator/undefined) [@angelicaoung](/creator/undefined) [@jeffboeker](/creator/undefined) [@aknjh](/creator/undefined) [@mahboiii](/creator/undefined) [@jz281c](/creator/undefined)

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

"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 27.3K followers, 49.9K 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 27.3K followers, XXX 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


"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 27.3K followers, 4021 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 27.3K followers, 14.3K 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 27.3K followers, 2979 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 27.3K followers, 2744 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 27.3K followers, 3319 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 27.3K followers, 5182 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 27.3K 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


"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


"See below for a CSSC smart factory & how parts are moved aroud using AMRs & AGVs"  
[X Link](https://x.com/tphuang/status/1974579844685148647) [@tphuang](/creator/x/tphuang) 2025-10-04T20:58Z 27.2K followers, XXX engagements


"HikSense's HikRobot has one of the more complete AMR/AGVs lineups. It is used in Geely & Xiaomi factories & logistics centers among other places. See all these little AMRs zooming around factories & logistics centers. How can bipedal robots compete w/ this"  
[X Link](https://x.com/tphuang/status/1974579847226950032) [@tphuang](/creator/x/tphuang) 2025-10-04T20:58Z 27.2K followers, 1298 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 27.3K 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 27.3K followers, XXX engagements


"Some ppl would argue that since China doesn't have all the world's RE deposit or even produce all of it (just XX% of REO in 2024) then why does China even matter Well did you know that US/MP Materials had to ship all its RE concentrates to China for processing until recently"  
[X Link](https://x.com/tphuang/status/1976363603793150284) [@tphuang](/creator/x/tphuang) 2025-10-09T19:06Z 27.3K followers, 8302 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


"BYD's Camacari plant officially opened up today w/ its XX millionth NEV globally rolling off the production line. Expect to have 2000 workers b4 end of yr & support 20k jobs directly/indirectly when in full op. Facility will produce 150k NEVs initially & 300k in phase X. Throughout 2026 increasing # of auto parts & battery parts will be produced in this XXX million m2 industrial park. 1st of XX facilities in complex is already in operation & had unveiling ceremony in July. It took XX months from start of construction to delivery of 1st vehicle from production line (built from SKD). Local"  
[X Link](https://x.com/tphuang/status/1976380895025103283) [@tphuang](/creator/x/tphuang) 2025-10-09T20:14Z 27.3K followers, 8411 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 27.3K followers, 37.3K 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 27.3K followers, 2468 engagements


"See below for the additional usage: Aeroengine in high temperature alloy blades composite materials solar panel wafer cutting Li battery electrode tab cutting & processing. High-end opticis & laser tech. Precision machinery Mfg & autonomtive industry"  
[X Link](https://x.com/tphuang/status/1976772340198551639) [@tphuang](/creator/x/tphuang) 2025-10-10T22:10Z 27.3K followers, 1497 engagements


"CEEC has won EPC for X large renewable projects in Saudi Arabia w/ PIF for $2.745B. They are for 2GW Fulis solar 1GW Shaqra wind & 2GW Stella wind projects to be completed over next XX months. Will this be paid in $ or RMB"  
[X Link](https://x.com/tphuang/status/1977093155972661473) [@tphuang](/creator/x/tphuang) 2025-10-11T19:25Z 27.3K followers, 4271 engagements


"In case you are wondering about cross-border RMB settlement amount (blue) this has clearly been rapidly increasing in the past few yrs. Trading (orange) settlement has also been increasingly settled in RMB due to the fear that Chinese financial system could face SWIFT sanction"  
[X Link](https://x.com/tphuang/status/1977449154239737970) [@tphuang](/creator/x/tphuang) 2025-10-12T18:59Z 27.3K followers, XXX engagements


"In 2024 CIPS handled as much as 175T worth of RMB volume. This total has continued to increase in 2025. The 1st half of the yr saw 90T RMB of settlement. It has only picked up since. Q3 saw 680B/day which is equivalent to 248T/yr. Expect big jump from 2024 - 2025"  
[X Link](https://x.com/tphuang/status/1977449157205152123) [@tphuang](/creator/x/tphuang) 2025-10-12T18:59Z 27.3K followers, XXX 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 27.3K followers, 10.2K 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, 4705 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 27.3K followers, 3675 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


"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


"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 27.3K followers, 5773 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 27.3K followers, 3871 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 27.3K followers, 2200 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


"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


"@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


"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


"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


"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


"@Michael_Bachari @cherrymomo151 Good"  
[X Link](https://x.com/tphuang/status/1979602105854775469) [@tphuang](/creator/x/tphuang) 2025-10-18T17:34Z 27.3K followers, 1437 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


"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


"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 27.3K followers, 3843 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 27.3K followers, 3472 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 27.3K followers, 49.1K 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 27.3K followers, 5406 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 27.3K followers, 52.2K 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


"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 27.3K followers, 28K 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 27.3K followers, 12.1K 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 27.3K followers, 7284 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 27.3K followers, 3602 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 27.3K followers, 5778 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 27.3K followers, 4182 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 27.3K followers, 3729 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 27.3K followers, 35.3K 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 27.3K followers, 5740 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 27.3K followers, 8198 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 27.3K followers, 3136 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 27.3K followers, 32.6K 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 27.3K followers, 24.7K 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 27.3K followers, 110.3K 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 27.3K followers, 1412 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 27.3K followers, 21.1K 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 27.3K followers, 12.1K 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 27.3K followers, 16.6K 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 27.3K followers, 133.3K 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 27.3K followers, 6632 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 27.3K followers, 3451 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 27.3K followers, 3698 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 27.3K followers, 131.3K 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 27.3K followers, 4042 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 27.3K followers, 3547 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 27.3K followers, 10.5K 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 27.3K followers, 5715 engagements