[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 tphuang tphuang posts on X about china, byd, geely, stack the most. They currently have XXXXXX followers and 3329 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::43463961/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +691% - X Months XXXXXXXXXX +122% - X Year XXXXXXXXXX +80% ### Mentions: XX [#](/creator/twitter::43463961/posts_active)  - X Week XX -XX% - X Month XXX +28% - X Months XXXXX +30% - X Year XXXXX +31% ### Followers: XXXXXX [#](/creator/twitter::43463961/followers)  - X Week XXXXXX +0.15% - X Month XXXXXX +2.10% - X Months XXXXXX +39% - X Year XXXXXX +99% ### CreatorRank: XXXXXXX [#](/creator/twitter::43463961/influencer_rank)  ### Social Influence [#](/creator/twitter::43463961/influence) --- **Social category influence** [countries](/list/countries) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [social networks](/list/social-networks) **Social topic influence** [china](/topic/china) #1653, [byd](/topic/byd) #57, [geely](/topic/geely), [stack](/topic/stack) #295, [countries](/topic/countries), [inference](/topic/inference), [dongfeng](/topic/dongfeng), [qwen](/topic/qwen) #18, [bmw](/topic/bmw), [robot](/topic/robot) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts [#](/creator/twitter::43463961/posts) --- Top posts by engagements in the last XX hours "FangChengBao Q&A on Tai-7 Tai series is more for urban settings & Bao series is off-road. Bao series has more power. Tai-7 has both Lidar & non-Lidar versions (so px could start below 200k) 4WD has 35.6kWh battery & 180km BEV range 2WD has 26.6kWh battery & 135km BEV range"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946518693661319567) 2025-07-19 10:33:15 UTC 24.1K followers, 2189 engagements "Top XX automakers in 1H of yr for NEV light trucks: Geely Futian SAIC JAC Shacman Zhejiang Sinotruk Dongfeng Jiangling BYD. Weichai is 11th & fast growing"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945286157412991458) 2025-07-16 00:55:36 UTC 24.1K followers, 1945 engagements "Alibaba will launch self designed AI glasses soon. Will use QCOM Snapdragon AR1 SoC + Bestech's BES2800 SoC. Expect it to be integrates w/ Qwen model + other Alibaba's self developed AI stack & all of its suite of apps like Alipay Taboo music lang assistant & more. Alibaba is making real stride in getting Qwen models out to global consumers. The expansion of its cloud data centers globally are large part of that. Same w/ its development of full suite of AI models that cover different sizes & multi-modality"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948035395712581855) 2025-07-23 15:00:05 UTC 24.1K followers, 2153 engagements "Tesla will be selling a stretched version of Model Y called "Model Y L" for fall season. Dimension 4976/1920/1668mm wheelbase 3040 Dual motor 142+198kW - top speed 201km/h"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945543465971970525) 2025-07-16 17:58:03 UTC 24.1K followers, 4204 engagements "BYD sold 18042 Tang family vehicles in June including 12700 Tang L. In past wk it ranked 5th in registration w/ 1600. Yu7 was already the 2nd most popular w/ 2200 & likely to climb as its production goes up. Li Auto L6/L7/L8 & BMW X5 all likely to lose sales due to Yu7"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940885023730872454) 2025-07-03 21:27:04 UTC 24.1K followers, 3001 engagements "BYD reports 10000 2025 grads have started working today. Going thru some physical exams before moving into their dorms. BYD is far & away China's largest private employer"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947410598259573202) 2025-07-21 21:37:22 UTC 24.1K followers, 3870 engagements "Growth of Chinese NEVs in 2025: After small growth from 2023 to 2024 growth picked up again this yr w/ 1.06m vehicles in 1st half. PVs @ 1m up XX% YoY Commercial vehicles 49k up XXX% China is already electrifying transportation @ record speed. Now spreading to other countries. Will China's transportation electrification be a bigger threat to traditional auto manufacturers or crude exporters Remember China's HDT NEV penetration went from X to XX% in X yr We are already seeing its commercial vehicle export NEV penetration reach 10%. China is the largest commercial vehicle exporter globally. It"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944913577451618307) 2025-07-15 00:15:06 UTC 24.1K followers, 3217 engagements "News out of Taiwan also report iPhone XX production is coming back to mainland w/ BYD & Luxshare getting larger % of work share from Foxconn. Foxconn also investing more in Zhengzhou after moving some production to India for iPhone XX. ppl ask why BYD needs so much R&D Well it's not just an EV company. It's a major supplier to all the consumer electronics. It does basic material research so it can produce all the components to smart phones cheaper than competition. Additional R&D allows it to take more high-value added work share from competitors. There is no reason why Foxconn would have"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1816169238190510228) 2024-07-24 17:51:03 UTC 24.1K followers, 33.9K engagements "BYD FangChengBao Tai-7 high-end version unveiled: Comes w/ Lidar + drone support Dimension 4999/1995/1865mm wheelbase 2920 1.5T engine for 115kW power X eMotor XXX + XXX kW Pretty decent interior space but step down from Bao8 in power & off-road"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945795591105093815) 2025-07-17 10:39:54 UTC 24.1K followers, 2745 engagements "@RushDoshi I thought you were there when TSMC told commerce department they had produced millions of Ascend die for Huawei. And Ascend-910C for inference is definitely better than H20"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946284667360985473) 2025-07-18 19:03:19 UTC 24.1K followers, 5392 engagements "BYD unveils photos of YangWang U8L interior We should see it get launched soon. U8L is YangWang's new flagship SUV. Largest passenger vehicle in BYD lineup"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944728641025253711) 2025-07-14 12:00:13 UTC 24.1K followers, 5255 engagements "Geely Galaxy A7 has been put on sale at 103.8-133.8k RMB so launch px may be even lower. Dimension 4918/1905/1495mm wheelbase 2845 (slightly smaller than Seal XX DM-i & larger than Seal 06) 2100km combined range CLTC XX or 150km BEV range This is really cut throat pricing. Geely is pushing px war & undercutting others probably harder than anyone else"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943648399774962110) 2025-07-11 12:27:44 UTC 24.1K followers, 2694 engagements "China Unicom announces it will have 45EFLOPS (unclear FP16 or FP32) by end of this yr. Already has X 10k+ GPU smart data centers. Looking to build its 1st 100k card cluster. Also signed agreement w/ HW to build AI full integration biz incubation center. Looks like all major telecom providers will be using Ascend & HW AI stack to serve their customers"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946687790629974215) 2025-07-19 21:45:11 UTC 24.1K followers, 3436 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"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1860641783606092227) 2024-11-24 11:09:04 UTC 24.1K followers, 92.4K engagements "See below where XCA4000 achieved milestone in installing world's tallest hybrid tower wind turbine in Ordos. Designed to install turbines of up to 15MW power generation & 190m in hub heights Lifted 117t nacelle & drive train + 35t blades measuring 118m long to a height of 190m"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1919030821651935251) 2025-05-04 14:06:16 UTC 24.1K followers, 2142 engagements "BYD announcing partnership to be sponsor for Inter Milan & will supply Denza Z9GT & Sea Lion XX EV to the team. Part of its investment into Italy where 2350 BYD EVs just recently got unloaded. BYD has received 1200 Seagull order in Italy by end of June. So huge demand & BYD is continuing to bring in new models & form new partnerships to build brand there"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947670890054816194) 2025-07-22 14:51:40 UTC 24.1K followers, 4415 engagements "Sales of NEV lights trucks from 2023 until now. Note that China sold just 1860 in March of 2023 & we are not at 16569 just XX months later. I have seen many videos of customers talking abt how much more economical it is to operate NEVs. Think hard abt implication on oil producers"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945285802159706541) 2025-07-16 00:54:11 UTC 24.1K followers, 2173 engagements "As core even of 2nd SCO TV festival BYD's lineup of NEVs embarked on 5000km+ Silk Road journey from Xian thru Xinjiang into Central Asia across Kazakhstan Kyrgyzstan & Uzbekistan. Good way for BYD to raise its brand in China & Central Asian countries"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945901877498991089) 2025-07-17 17:42:15 UTC 24.1K followers, 2795 engagements "BYD Sea Lion XX interior: Expect to be launched this month Dimension 4810/1920/1675mm wheelbase 2820 Bigger than Song+ (currently called Sea Lion XX in export mkt)"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945465433382904095) 2025-07-16 12:47:58 UTC 24.1K followers, 3392 engagements "As PLAN fleet make a normal deployment around Australia it's the weakness & futility of RAN's own position that has caused their recent alarm. AUKUS means they will go entirely w/o modern subs for many yrs While 093B + mini-nuke will change underwater balance of power in Westpac"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1900336199841055146) 2025-03-14 00:00:31 UTC 24.1K followers, 2389 engagements "80 XCMG eLoaders delivered to a customer now covers XX% of its core working scenarios. Each eLoader saves 270k RMB/yr w/ XX% lower maintenance cost. Total savings from XX eLoaders is 25m RMB. Electrification is resulting in very high cost savings"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946250891624956031) 2025-07-18 16:49:06 UTC 24.1K followers, 2725 engagements "@kyleichan this is a really stupid take from Nikkei. Current export restrictions does not allow tools for sub 18nm DRAM process exported to China. As such CXMT has to use domestic tools"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946885545654636753) 2025-07-20 10:51:00 UTC 24.1K followers, 1213 engagements "CNNC has completed design for CFR1000 China's 1st GW level 4th gen fast neutron reactor. X CFR-600 (600MW class) have already been built in Xiapu. Unclear their current status but doesn't seem like they have grid connected yet"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948033897385840951) 2025-07-23 14:54:08 UTC 24.1K followers, 1828 engagements "For 1st time ever Meituan has hit 100m daily orders. China's food delivery service typically peak in summer time. This yr is no exception. Since JD & Taobao tarted incentive programs in Q1 China's food delivery continued to expand to 160m+ daily orders a day"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1941632004488847469) 2025-07-05 22:55:18 UTC 24.1K followers, 5839 engagements "@GlennLuk @dwarkesh_sp @adam_tooze We did an entire x space on the things that China did to prepare for the recent trade war. Imagine actually have a govt that intentionally deflates real estate bubble so that it can win an economic war later. Current Chinese leadership is top notch"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947472110106120516) 2025-07-22 01:41:47 UTC 24.1K followers, 2287 engagements "Envision signed deal w/ FERA Australia to supply 1GW wind turbine + 1.5GWh ESS. Envision has won quite a few new energy contracts in Australia. A lot of green transition related deals coming out of recent Albanese visit"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947021651993842142) 2025-07-20 19:51:50 UTC 24.1K followers, 2658 engagements "Denza D9 hit top XX in sales chart in Indonesia w/ 1768 in June. Sold 5733 unit in 1H vs just 1391 for Toyota Alphard. Even more significant considering how expensive it is. Seagull/Atto X will be launched soon & start delivery in Aug. BYD is really eating into Toyota mkt share in both Indonesia & rest of ASEAN"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945797410506072167) 2025-07-17 10:47:08 UTC 24.1K followers, 3571 engagements "Weichai recently unveiled its lineup of electrified shipping propulsion solutions It showcased silent generators using eControlled high-pressure common rail tech & noise absorber/reducing material allowing for just XX decibel level. This set of diesel engine+generator is used in high end yacht like Ferreti F580 * Infynito 90"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946632734392156290) 2025-07-19 18:06:25 UTC 24.1K followers, 8082 engagements "BYD rolling out huge ADAS OTA for dynasty series' DiPilot-100 models. New functions: side mirror auto folding park head-in/tail out + HNOA mode alert for nearby vehicle dangerous lane change & improved speed adjustment. X Improvements: HNOA turn control headlight heights MMW radar stability user-defined speed adjustment improved UI & voice reminder in ADAS mode General improvement in APA AVP RPA & HNOA + "L4 Parking""  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945188813648847125) 2025-07-15 18:28:47 UTC 24.1K followers, 2384 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"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1793072429595582821) 2024-05-22 00:12:35 UTC 24.1K followers, 14.3K engagements "China's June export # by top models & automaker: This is just passenger cars so doesn't include Pickup trucks like Shark XX. Song+ Seagull are top X & Sea Lion XX EV is 6th Chery is top exporter again w/ 106k & BYD at 86k SAIC GWM Geely Wuling & ChangAn after them"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943252421267824961) 2025-07-10 10:14:15 UTC 24.1K followers, 2982 engagements "@SiliconFlowAI Keep in mind that CUDA has far & away most complete AI ecosystem/support vs anyone else. It's a pain to optimize models for non CUDA chips rn. believe me I've tried inference on Nvidia Mediatek Axera & Rockchip chips. It's not really comparable. CUDA is the real Moat"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946564542504300981) 2025-07-19 13:35:27 UTC 24.1K followers, 2765 engagements "Smartsens unveils new flagship 1-inch XX MP CMOS chip for high end phones SC5A5XS. It is made domestically using 28+nm Stack tech. Uses SuperPixGain HDR SFC Pixel-2 & AllPix ADAF tech among others. Which flagship phone will be using it"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947671524099445056) 2025-07-22 14:54:11 UTC 24.1K followers, 2627 engagements "@Molson_Hart they may want to see how far they are behind China in those categories. The problem with those list is that difference bw 1st and 2nd/3rd is massive"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946885811988771271) 2025-07-20 10:52:03 UTC 24.1K followers, 1679 engagements "ASP for B segment sedans in June src Benz C class 253k BMW X series 239k M3 226k & Audi A4L 202k Camry 155k Accord 144k Passat 143K Qin L/Seal XX 99k So 34C px have really collapsed & same w/ Camry/Accord/Passat due to the NEV options. Altho I'd probably put Han as more of a direct competitor to its legacy ICE sedans"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948005414647308408) 2025-07-23 13:00:57 UTC 24.1K followers, 1835 engagements "Cockpit SoC from China mkt so far in 2025 show Qualcomm consolidating its dominance from XX% (a yr ago) to XX% Chinese suppliers HW SiEngine & SemiDrive up to XX% in total Big fall from Mediatek NXP Renesas & Intel"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944521637639946690) 2025-07-13 22:17:40 UTC 24.1K followers, 6110 engagements "79GW of Wind projects were announced in China in 1H. 72GW onshore + 4GW offshore & 2661MW distributed Inner Mongolia & Guangxi lead w/ 13GW each Gansu Guizhou Hebei Xinjiang Shanxi Jilin & Hunan are also above 3GW We will be at 150GW/yr in wind installation soon"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945936980941881560) 2025-07-17 20:01:44 UTC 24.1K followers, 2662 engagements "BYD fleet globally. Busy transporting EVs to Americas MENA & Europe"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946154037834854705) 2025-07-18 10:24:15 UTC 24.1K followers, 2710 engagements "BYD is partnering up w/ Legoland Shanghai to bring these cut little cars to the park. Kids even get their own driving license. How cute is that"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943051787315089786) 2025-07-09 20:57:00 UTC 24.1K followers, 3369 engagements "ByteDance Seed Research show w/ POLARIS training & Scaling RL it got Qwen3-4B performance improved to be better than Grok-3-Beta on AIME 2025. Also huge improvements to Qwen3-1.7B DS-R1-7B across AIME24/25 Olympiad & AMC23. HKU & Fudan University helped Seed in developing this algo. It's interesting to see just how much working w/ leading universities is helping ByteDance Seed lab"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945288659722494050) 2025-07-16 01:05:32 UTC 24.1K followers, 3044 engagements "3D Printer export in 1H of 2025 by type. Plastics accounted for 2.276m (out of 2.278m total) & metals just XXX ceramics/cement XX & other material XXX Top X exported to countries are US Germany & UK"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947355366871736467) 2025-07-21 17:57:54 UTC 24.1K followers, 3549 engagements "Revenues for foreign JVs in China in 1H: VW sales up X% YoY but rev -XXX% - ASP -XXXX% Toyota sales up XXX% & rev up X% - ASP -XXX% Honda sales -XXXX% & rev -XXXX% - ASP -X% Nissan -XXXX% & rev -XX% - ASP -X% Benz -XXXX% & rev -XXXX% - ASP -XX% BMW -XXXX% & rev -XXXX% - ASP -XX% Audi -XXXX% & rev -XXXX% - ASP -XX% Toyota is transitioning far better than all other JVs. Its brand is still strong in China. Honda & Nissan are basically dying at this pt. VW is heavily discounting to keep sales. BBA are really struggling. This is the big diff vs 2023. So many higher end EVs in 200-400k space that"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945827154266128830) 2025-07-17 12:45:19 UTC 24.1K followers, 5135 engagements "After XPeng launched G7 @ 195.8-225.8k RMB it received 10000 firm orders in X min. 702km CLTC range w/ 5C charging on 800V platform XPeng likes to emphasize AI for cockpit & ADAS in its new products especially w/ Ultra variant which has X self designed ADAS chip for 2250 TOPS & QCOM8295SP for cockpit AI. XPeng has definitely turned things around"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940898971586646093) 2025-07-03 22:22:29 UTC 24.1K followers, 4505 engagements "BYD's charging tech is just leagues ahead of everyone else rn. This is Han L vs other leading EVs in charging test using public chargers. 10-80% in just 15min (253kW peak) & final XX% in 12min. Next closest took 28min to XX% + 15min to 100%"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943748273392816602) 2025-07-11 19:04:36 UTC 24.1K followers, 4470 engagements "@amafalls @CarlZha @SClemmt why would anyone take Pete Zeihan seriously"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947651554527391757) 2025-07-22 13:34:50 UTC 24.1K followers, XXX engagements "@electricfelix @GlennLuk @TaylorOgan looks like BYD Seagull is where the demand is. I read that they are just not delivering enough at the moment. So need more shipment"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948032985933984046) 2025-07-23 14:50:31 UTC 24.1K followers, XXX engagements "For Open src models huge gain in the past yr for DeepSeek & Qwen as they have been the best models. Expect continued Qwen adoption as it is far & away the best model for Edge AI. Llama falling off is why Zuck is spending so much money on Talent acquisition"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946285238398697950) 2025-07-18 19:05:35 UTC 24.1K followers, 4499 engagements "@SiliconFlowAI China projects smart compute rental mkt to grow from XXX EFLOPS in 2024 to 1346 EFLOPS in 2027. This does not include cloud providers. A H20 is XXX TFLOPS - 2m H20s is XXX EFLOPS. Large Tencent + BD H20 orders don't move needle in meeting demand. Who supplies the rest"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946561331357782368) 2025-07-19 13:22:41 UTC 24.1K followers, 1141 engagements "Area around Changchun get up to 3800 hrs of wind & 1600 hr of solar utilization per yr all well above avg in China. Its green electricity cost is even XX% lower than Inner Mongolia. It also has existing oil/gas + newly planned pipeline infrastructure to transport green energy"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547661920563581) 2025-07-14 00:01:05 UTC 24.1K followers, 2841 engagements "BYD moving lithography machine into its foundry. Looks like it will get into more advanced "mature" nodes for production of MCUs & other chips. I don't expect BYD Semi to get into cutting edge stuff"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944748261799018643) 2025-07-14 13:18:11 UTC 24.1K followers, 14K engagements "Sales of NEV micro trucks ( 3.5t) in China rose to 61k in 1H of this yr. This is up XX% YoY. XX% of NEVs were BEVs. Remaining are gasoline hybrids. Top selling brads are Geely Chery BAIC & Dongfeng"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947023185745994218) 2025-07-20 19:57:56 UTC 24.1K followers, 2739 engagements "Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning solar panel efficiency increase 5-20% & increase 100MWh power per day"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944498348574040286) 2025-07-13 20:45:07 UTC 24.1K followers, 77.5K engagements "BYD's XX millionth NEV has rolled off the production line. It is a YangWang U7. U7 is clearly an important model for BYD"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947251735665213834) 2025-07-21 11:06:06 UTC 24.1K followers, 4625 engagements "Agibot is entering the Quadruped AI robot mkt w/ D1 Ultra. Can sprint at speed of 3.7m/s & climb XX deg angles as well as 16cm stairs & leap 35cm off ground. Highly powerful eMotor w/ 48Nm peak torque. It has opened SDK for outside & compatible w/ modules including LiDAR Camera RTK 4G/5G & ing transmission. This would allow outsiders to build apps on top of this robot"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948037601442554302) 2025-07-23 15:08:51 UTC 24.1K followers, 2266 engagements "Is Unitree becoming the DJI of Quadruped robots Well according to Unitree it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945542215876403361) 2025-07-16 17:53:05 UTC 24.1K followers, 15.7K engagements "China's June export data (in RMB): Largest single category are automated processing unit (127B) ICs (124B) apparels (110B) synthetic/fabrics (87B) auto (77B) Plastics (69B) auto parts (59B) Farming (58B) appliances (58B) phones (53B) Interesting items: ceramics 15.6B refined oil 24.5B steel 48B shipping 32B. all high new tech product 561.5B No idea what this includes but likely all the new energy stuff robotics & drones. the advanced material synthetic fiber export are also way under reported. Note China's chemical industry really blew up in the past few yrs & this is causing export trade"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944895148875481092) 2025-07-14 23:01:52 UTC 24.1K followers, 3515 engagements "Shandong heavy industry was China's largest truck exporter in 1st half of 2025. It had 47.4B & 70k HDT in export up X% YoY & accounted for XX% of total HDT export. Also saw XX% jump in light truck export to mkts like MENA ASEAN Latam & Africa. It has now set up XX KD factories globally & XXX service centers. Most recently it expanded its presence in the Vietnam mkt w/ local partner for a light truck production project"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948136992098668580) 2025-07-23 21:43:48 UTC 24.1K followers, 1404 engagements "JD Logistics unveiled full suite of unmanned products @ CeMAT ASIA 2024 Called Zhilang robots Includes handling robots ladder robots & 3D shelves + auxiliary facilities like automatic warehousing picking workstations & empty box auto return lines. Achieves HD storage w/ storage efficiency per sql of 2.5x higher than industry average You can see the AGVs moving around w. box & then getting put into & pulled out of high shelves. This set of robots is already in use in Beijing Daxing Linkong smart logistics park where 1m items from XXX brands are stored. XXX Zhilang robots zip around entire"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1853949826720788624) 2024-11-05 23:57:38 UTC 24.1K followers, 3828 engagements "Top XX Auto sales by Chinese brands in Europe for 1st half of this yr. MG BYD Chery XPeng Leapmotor Lynk GWM & Zeekr are all above 1000. Most significant increases are from BYD & Chery in absolute numbers. Although Leapmotor is largest increase by absolute % due to its partnership w/ Stellantis"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948003872892461446) 2025-07-23 12:54:50 UTC 24.1K followers, 4286 engagements "Report out of China that CXMT completed development of XX layer HBM3 sample in June. Has passed domestic AI chipmaker certification & signed contract. Its TSV process is achieving XX% yield reaching 800GB/s in bandwidth. Is done using hybrid bonding. Next step is XX layer HBM3E but I think they need D1a process to do that. They are currently producing mostly DDR5 on D1z node. Overall a huge game changer in memory chip industry for CXMT to be involved. No wonder Korean media have been reporting it so much recently"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947849194988859627) 2025-07-23 02:40:12 UTC 24.1K followers, 15.6K engagements "It also showcased LFP motor battery which can be used in pure electric or hybrid shipping. 10.6kWh pack (that can be assembled together) uses BYD's CTP blade tech & can charge 4500 cycles. Optimal space utilization & light-weight design + extremely safe"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946632738074702030) 2025-07-19 18:06:26 UTC 24.1K followers, 2871 engagements "Norinco advertising its wide array of drone & anti-drone product. Nothing ground breaking here. Impressiveness more in the wide range of products + digitization C2 & full system capabilities"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947249147989377360) 2025-07-21 10:55:49 UTC 24.1K followers, 4466 engagements "Envision & Japan's Marubeni (major trading house) struck green Ammonia deal so Envision's ammonia can supply low-carbon solutions for sectors such as chemicals & fertilizers. Envision has a 1mt+ green ammonia project in Chifeng which first started production in 2024 using wind + solar & ESS to produce Hydrogen Ammonia & methanol. Goal of transitioning aviation steel & chemical sectors globally to "green energy""  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1930001263975944282) 2025-06-03 20:38:53 UTC 24.1K followers, 3411 engagements "Alibaba/Qwen continue to be on a roll. I would gladly try this out in cursor or something else. Just monstrous context window + SOTA. Qwen is going to be very popular across multi-nationals"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947778002890231977) 2025-07-22 21:57:18 UTC 24.1K followers, 3932 engagements "JD Logistics unveiled 6th gen smart delivery vehicles Each has cargo volume of X m3 & load of 1t Range of XXX km & speed of XX km/h Use high precision positioning sensor fusion networking & AI to enable L4 ADAS. Detection range expanded 19x & perception perf by 3x vs prev gen vehicles. Unmanned delivery is really taking off in China src"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1838198311892758529) 2024-09-23 12:46:44 UTC 24.1K followers, 6933 engagements "@SiliconFlowAI Many Chinese tech companies have been slow to migrate away from CUDA but they've been forced to do so over past yr due to Ascend perf vs H20. It will take time for Ascend ecosystem to be comparable to CUDA. Once the moat is gone it will never come back again for Nvidia"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946565490052084173) 2025-07-19 13:39:12 UTC 24.1K followers, 2931 engagements "BYD Seagull in Indonesia is launched at price of 195m to 235m IDR (85.7-103.3k RMB) 1st batch of delivery will start in Oct. I anticipate the demand to be very high at this px level. Very little premium over px inside of China"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1948075521231011921) 2025-07-23 17:39:32 UTC 24.1K followers, 2692 engagements "@SiliconFlowAI Most recently HW advertised huge new CM384 based data center w/ 160k Ascend cards + XXX EFLOPS computation (125) Major customers like Sina SiliconFlow CAS XXX group & iFlyTek. Would Jensen be this alarmed if he wasn't feeling pressure from Ascend"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946563959764529292) 2025-07-19 13:33:08 UTC 24.1K followers, 1043 engagements "JD Logistics unveils next gen unmanned light truck providing 24m3 of cargo space (largest for unmanned trucks). Has 400km of range & L4 ADAS. can save XX% cost vs traditional transportation. Also displayed XXX smart delivery vehicle which can reach XX km/h w/ 1t load & 4m3 cargo & range of 160km. JD continues to go more autonomous w/ various unmanned trucks/delivery vehicles and drones"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940458287872295077) 2025-07-02 17:11:22 UTC 24.1K followers, 4451 engagements "@SiliconFlowAI If we compare the initial Ascend-910 to 910B to 910C. One can see not only higher Tensor computation & core but more importantly significantly greater HBM & memory speed. Anyone who has done inference will tell you the latter X are seriously important for large models"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946563324138709322) 2025-07-19 13:30:36 UTC 24.1K followers, XXX engagements "Chongqing Rural Commercial Bank became 1st finance company in China to adapt DeepSeek: Will use web search & RAG for fraud detection. Make recommendations on wealth mgmt Optimize credit assessment & mkt strategies Many ppl already find DS search to be better than Baidu Use DS for reports & doing research. Unlike in America where Google had already been incorporating AI features into its search Baidu's inadequacy meant ppl relied to WeChat or Douyin search for everything. China became a "post search" society. But w/ AI + RAG search being so useful maybe China will just accelerate into an AI"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1889285747187810451) 2025-02-11 12:09:58 UTC 24.1K followers, 7164 engagements "China Shock 2.0: US adopted to XXX by moving up value chain to design jobs & giving up on mfg. Good move short term for PnL & stock valuation but long term disastrous as America lost the expertise in making "simple" stuff/parts. China is rolling fwd w/ Industry XXX & turning everything into smart devices. It knows how to make every part of smart consumer products & make them in highly automated smart factories. Ppl don't understand when I talk about AI robots. Everything will become smart around us which functionally becomes AI robots like your lawn mover pool cleaner TV vacuum delivery &"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945422086165737947) 2025-07-16 09:55:44 UTC 24.1K followers, 6794 engagements "BYD's 7th PCTC has entered service (Zhengzhou) Built by GSI shipyard Hefei's sister ship. 7000 CEU capacity 199.9m long & 38m beam. LNG dual fuel"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945466386018455624) 2025-07-16 12:51:46 UTC 24.1K followers, 4130 engagements "Comparing Ascend XXX to 910C. Latter X made w/ both TSMC & SMIC 7nm process 910C is X 665mm2 dies w/ 53B transistors XXX TFLOPS & 1600 TOPS 910B is 280-414TFLOPS & XXX TOPS 910C die is slight improvement Memory also increased from 1.2TB/s to 3.2TB/s on 910C"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1926713677371118048) 2025-05-25 18:55:11 UTC 24.1K followers, 5891 engagements "CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h wheels are retracted and vehicle is suspended as it moves along"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943002883932160421) 2025-07-09 17:42:41 UTC 24.1K followers, 4.1M engagements "China has started work on the controversial Mega-Dam project in Tibet. 1.2T RMB investment planned here & will construct X cascading power stations along the way"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946522852271763966) 2025-07-19 10:49:47 UTC 24.1K followers, 11K engagements "This week's sales break down across brands & specific models (+ comparison vs last wk). July is a weak selling month. TSAL MY/M3 sales are both sliding WoW Xiaomi continuing to scale up Yu7 production HIMA continues to do well w/ M8 & M9 XPeng saw huge growth in G6/G7 Denza is seeing weakness in N9 & Z9 demand Li Auto is flatlining I'd be concerned abt them"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947783405183418653) 2025-07-22 22:18:46 UTC 24.1K followers, 2590 engagements "China-ASEAN AI cooperation is a big part of Chinese tech industry looking to spread its tech stack across Asia especially ASEAN countries"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946879213929177559) 2025-07-20 10:25:50 UTC 24.1K followers, 5816 engagements "Shandong heavy industrial group is China's heavy machinery powerhouse. It sold 212k HDTs worldwide in 1H which is XX% global mkt share. It also has presence in farming & construction equipment mkt. Weichai subsidiary is China's heavywt in diesel/CNG engines. + major BYD partner in bringing EVs to commercial vehicles. As Shandong heavy & weichai transition to more NEVs rest of the world will also electrify their heavy machineries"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947099246794023254) 2025-07-21 01:00:10 UTC 24.1K followers, 2912 engagements "HIMA is going up while Li Auto is going down. After M8 launch & S9 deliveries are increasing. Hima is up to 52747 for June. Li Auto is down to 36279. Li Auto is facing increasing sales pressure in the segment it used to dominate"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940030907626258906) 2025-07-01 12:53:07 UTC 24.1K followers, 2462 engagements "Sina/Weibo is a major customer of HW/Ascend cloud & CloudMatrix-384. XX% of their 590m customer tried DS R1 by 02/15 DS fever was wide spread & got adopted by Weibo search. Weibo says it already uses CloudMatrix & Ascend-910C It's "much better" than H20 Ascend compute can be delivered quickly on HW Cloud"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1911899806470975551) 2025-04-14 21:50:09 UTC 24.1K followers, 8209 engagements "@SiliconFlowAI Recently SemiAnalysis chart comparing CM384 to GB200 NVL72 show significant advantage for CM384 in HBM capacity & bandwidth. Both extremely important factor in inference for large reasoning models. Essentially HW is brute forcing its way to better performance"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1946562364188368900) 2025-07-19 13:26:47 UTC 24.1K followers, 1092 engagements "Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1942673590836683253) 2025-07-08 19:54:11 UTC 24.1K followers, 64.2K engagements "XCMG recently delivered another XXX eHDTs to a Northern customer. Covers 433kWh 600kWh & 800kWh tractor + XXX kWh dump trucks. in 1H of 2025 XCMG eHDT deliveries up 160%. Latest BYD battery tech is enabling huge growth in electrification of heavy trucks"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947466697340031177) 2025-07-22 01:20:17 UTC 24.1K followers, 2511 engagements "1 under-reported industrial success story for China is 3D Printing. Its production of 3d Printers rose XX% in 1H of the yr even higher than industrial robot & NEVs. Could even hit 7m in production this yr. X of X top consumer grade 3D printing firms are in Shenzhen. The supply chain for any electronic & industrial product is just so complete around Shenzhen area that it simply dominate all the industries"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1947037084360786037) 2025-07-20 20:53:09 UTC 24.1K followers, 6009 engagements "China Hydrogen group signed agreement w/ Beiben truck Dongfeng Sany Heavy XCMG GWM & Yutong commercial group for 1000 FCEV trucks 3643 FCEV HDTs were sold in 2023 in China so momentum for more Hydrogen powered heavy trucks are coming"  [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1773107132633673746) 2024-03-27 21:57:37 UTC 24.1K followers, 2941 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
tphuang posts on X about china, byd, geely, stack the most. They currently have XXXXXX followers and 3329 posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence countries automotive brands technology brands stocks finance travel destinations currencies social networks
Social topic influence china #1653, byd #57, geely, stack #295, countries, inference, dongfeng, qwen #18, bmw, robot
Top assets mentioned Alphabet Inc Class A (GOOGL) QUALCOMM, Inc. (QCOM) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"FangChengBao Q&A on Tai-7 Tai series is more for urban settings & Bao series is off-road. Bao series has more power. Tai-7 has both Lidar & non-Lidar versions (so px could start below 200k) 4WD has 35.6kWh battery & 180km BEV range 2WD has 26.6kWh battery & 135km BEV range" @tphuang on X 2025-07-19 10:33:15 UTC 24.1K followers, 2189 engagements
"Top XX automakers in 1H of yr for NEV light trucks: Geely Futian SAIC JAC Shacman Zhejiang Sinotruk Dongfeng Jiangling BYD. Weichai is 11th & fast growing" @tphuang on X 2025-07-16 00:55:36 UTC 24.1K followers, 1945 engagements
"Alibaba will launch self designed AI glasses soon. Will use QCOM Snapdragon AR1 SoC + Bestech's BES2800 SoC. Expect it to be integrates w/ Qwen model + other Alibaba's self developed AI stack & all of its suite of apps like Alipay Taboo music lang assistant & more. Alibaba is making real stride in getting Qwen models out to global consumers. The expansion of its cloud data centers globally are large part of that. Same w/ its development of full suite of AI models that cover different sizes & multi-modality" @tphuang on X 2025-07-23 15:00:05 UTC 24.1K followers, 2153 engagements
"Tesla will be selling a stretched version of Model Y called "Model Y L" for fall season. Dimension 4976/1920/1668mm wheelbase 3040 Dual motor 142+198kW - top speed 201km/h" @tphuang on X 2025-07-16 17:58:03 UTC 24.1K followers, 4204 engagements
"BYD sold 18042 Tang family vehicles in June including 12700 Tang L. In past wk it ranked 5th in registration w/ 1600. Yu7 was already the 2nd most popular w/ 2200 & likely to climb as its production goes up. Li Auto L6/L7/L8 & BMW X5 all likely to lose sales due to Yu7" @tphuang on X 2025-07-03 21:27:04 UTC 24.1K followers, 3001 engagements
"BYD reports 10000 2025 grads have started working today. Going thru some physical exams before moving into their dorms. BYD is far & away China's largest private employer" @tphuang on X 2025-07-21 21:37:22 UTC 24.1K followers, 3870 engagements
"Growth of Chinese NEVs in 2025: After small growth from 2023 to 2024 growth picked up again this yr w/ 1.06m vehicles in 1st half. PVs @ 1m up XX% YoY Commercial vehicles 49k up XXX% China is already electrifying transportation @ record speed. Now spreading to other countries. Will China's transportation electrification be a bigger threat to traditional auto manufacturers or crude exporters Remember China's HDT NEV penetration went from X to XX% in X yr We are already seeing its commercial vehicle export NEV penetration reach 10%. China is the largest commercial vehicle exporter globally. It" @tphuang on X 2025-07-15 00:15:06 UTC 24.1K followers, 3217 engagements
"News out of Taiwan also report iPhone XX production is coming back to mainland w/ BYD & Luxshare getting larger % of work share from Foxconn. Foxconn also investing more in Zhengzhou after moving some production to India for iPhone XX. ppl ask why BYD needs so much R&D Well it's not just an EV company. It's a major supplier to all the consumer electronics. It does basic material research so it can produce all the components to smart phones cheaper than competition. Additional R&D allows it to take more high-value added work share from competitors. There is no reason why Foxconn would have" @tphuang on X 2024-07-24 17:51:03 UTC 24.1K followers, 33.9K engagements
"BYD FangChengBao Tai-7 high-end version unveiled: Comes w/ Lidar + drone support Dimension 4999/1995/1865mm wheelbase 2920 1.5T engine for 115kW power X eMotor XXX + XXX kW Pretty decent interior space but step down from Bao8 in power & off-road" @tphuang on X 2025-07-17 10:39:54 UTC 24.1K followers, 2745 engagements
"@RushDoshi I thought you were there when TSMC told commerce department they had produced millions of Ascend die for Huawei. And Ascend-910C for inference is definitely better than H20" @tphuang on X 2025-07-18 19:03:19 UTC 24.1K followers, 5392 engagements
"BYD unveils photos of YangWang U8L interior We should see it get launched soon. U8L is YangWang's new flagship SUV. Largest passenger vehicle in BYD lineup" @tphuang on X 2025-07-14 12:00:13 UTC 24.1K followers, 5255 engagements
"Geely Galaxy A7 has been put on sale at 103.8-133.8k RMB so launch px may be even lower. Dimension 4918/1905/1495mm wheelbase 2845 (slightly smaller than Seal XX DM-i & larger than Seal 06) 2100km combined range CLTC XX or 150km BEV range This is really cut throat pricing. Geely is pushing px war & undercutting others probably harder than anyone else" @tphuang on X 2025-07-11 12:27:44 UTC 24.1K followers, 2694 engagements
"China Unicom announces it will have 45EFLOPS (unclear FP16 or FP32) by end of this yr. Already has X 10k+ GPU smart data centers. Looking to build its 1st 100k card cluster. Also signed agreement w/ HW to build AI full integration biz incubation center. Looks like all major telecom providers will be using Ascend & HW AI stack to serve their customers" @tphuang on X 2025-07-19 21:45:11 UTC 24.1K followers, 3436 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" @tphuang on X 2024-11-24 11:09:04 UTC 24.1K followers, 92.4K engagements
"See below where XCA4000 achieved milestone in installing world's tallest hybrid tower wind turbine in Ordos. Designed to install turbines of up to 15MW power generation & 190m in hub heights Lifted 117t nacelle & drive train + 35t blades measuring 118m long to a height of 190m" @tphuang on X 2025-05-04 14:06:16 UTC 24.1K followers, 2142 engagements
"BYD announcing partnership to be sponsor for Inter Milan & will supply Denza Z9GT & Sea Lion XX EV to the team. Part of its investment into Italy where 2350 BYD EVs just recently got unloaded. BYD has received 1200 Seagull order in Italy by end of June. So huge demand & BYD is continuing to bring in new models & form new partnerships to build brand there" @tphuang on X 2025-07-22 14:51:40 UTC 24.1K followers, 4415 engagements
"Sales of NEV lights trucks from 2023 until now. Note that China sold just 1860 in March of 2023 & we are not at 16569 just XX months later. I have seen many videos of customers talking abt how much more economical it is to operate NEVs. Think hard abt implication on oil producers" @tphuang on X 2025-07-16 00:54:11 UTC 24.1K followers, 2173 engagements
"As core even of 2nd SCO TV festival BYD's lineup of NEVs embarked on 5000km+ Silk Road journey from Xian thru Xinjiang into Central Asia across Kazakhstan Kyrgyzstan & Uzbekistan. Good way for BYD to raise its brand in China & Central Asian countries" @tphuang on X 2025-07-17 17:42:15 UTC 24.1K followers, 2795 engagements
"BYD Sea Lion XX interior: Expect to be launched this month Dimension 4810/1920/1675mm wheelbase 2820 Bigger than Song+ (currently called Sea Lion XX in export mkt)" @tphuang on X 2025-07-16 12:47:58 UTC 24.1K followers, 3392 engagements
"As PLAN fleet make a normal deployment around Australia it's the weakness & futility of RAN's own position that has caused their recent alarm. AUKUS means they will go entirely w/o modern subs for many yrs While 093B + mini-nuke will change underwater balance of power in Westpac" @tphuang on X 2025-03-14 00:00:31 UTC 24.1K followers, 2389 engagements
"80 XCMG eLoaders delivered to a customer now covers XX% of its core working scenarios. Each eLoader saves 270k RMB/yr w/ XX% lower maintenance cost. Total savings from XX eLoaders is 25m RMB. Electrification is resulting in very high cost savings" @tphuang on X 2025-07-18 16:49:06 UTC 24.1K followers, 2725 engagements
"@kyleichan this is a really stupid take from Nikkei. Current export restrictions does not allow tools for sub 18nm DRAM process exported to China. As such CXMT has to use domestic tools" @tphuang on X 2025-07-20 10:51:00 UTC 24.1K followers, 1213 engagements
"CNNC has completed design for CFR1000 China's 1st GW level 4th gen fast neutron reactor. X CFR-600 (600MW class) have already been built in Xiapu. Unclear their current status but doesn't seem like they have grid connected yet" @tphuang on X 2025-07-23 14:54:08 UTC 24.1K followers, 1828 engagements
"For 1st time ever Meituan has hit 100m daily orders. China's food delivery service typically peak in summer time. This yr is no exception. Since JD & Taobao tarted incentive programs in Q1 China's food delivery continued to expand to 160m+ daily orders a day" @tphuang on X 2025-07-05 22:55:18 UTC 24.1K followers, 5839 engagements
"@GlennLuk @dwarkesh_sp @adam_tooze We did an entire x space on the things that China did to prepare for the recent trade war. Imagine actually have a govt that intentionally deflates real estate bubble so that it can win an economic war later. Current Chinese leadership is top notch" @tphuang on X 2025-07-22 01:41:47 UTC 24.1K followers, 2287 engagements
"Envision signed deal w/ FERA Australia to supply 1GW wind turbine + 1.5GWh ESS. Envision has won quite a few new energy contracts in Australia. A lot of green transition related deals coming out of recent Albanese visit" @tphuang on X 2025-07-20 19:51:50 UTC 24.1K followers, 2658 engagements
"Denza D9 hit top XX in sales chart in Indonesia w/ 1768 in June. Sold 5733 unit in 1H vs just 1391 for Toyota Alphard. Even more significant considering how expensive it is. Seagull/Atto X will be launched soon & start delivery in Aug. BYD is really eating into Toyota mkt share in both Indonesia & rest of ASEAN" @tphuang on X 2025-07-17 10:47:08 UTC 24.1K followers, 3571 engagements
"Weichai recently unveiled its lineup of electrified shipping propulsion solutions It showcased silent generators using eControlled high-pressure common rail tech & noise absorber/reducing material allowing for just XX decibel level. This set of diesel engine+generator is used in high end yacht like Ferreti F580 * Infynito 90" @tphuang on X 2025-07-19 18:06:25 UTC 24.1K followers, 8082 engagements
"BYD rolling out huge ADAS OTA for dynasty series' DiPilot-100 models. New functions: side mirror auto folding park head-in/tail out + HNOA mode alert for nearby vehicle dangerous lane change & improved speed adjustment. X Improvements: HNOA turn control headlight heights MMW radar stability user-defined speed adjustment improved UI & voice reminder in ADAS mode General improvement in APA AVP RPA & HNOA + "L4 Parking"" @tphuang on X 2025-07-15 18:28:47 UTC 24.1K followers, 2384 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" @tphuang on X 2024-05-22 00:12:35 UTC 24.1K followers, 14.3K engagements
"China's June export # by top models & automaker: This is just passenger cars so doesn't include Pickup trucks like Shark XX. Song+ Seagull are top X & Sea Lion XX EV is 6th Chery is top exporter again w/ 106k & BYD at 86k SAIC GWM Geely Wuling & ChangAn after them" @tphuang on X 2025-07-10 10:14:15 UTC 24.1K followers, 2982 engagements
"@SiliconFlowAI Keep in mind that CUDA has far & away most complete AI ecosystem/support vs anyone else. It's a pain to optimize models for non CUDA chips rn. believe me I've tried inference on Nvidia Mediatek Axera & Rockchip chips. It's not really comparable. CUDA is the real Moat" @tphuang on X 2025-07-19 13:35:27 UTC 24.1K followers, 2765 engagements
"Smartsens unveils new flagship 1-inch XX MP CMOS chip for high end phones SC5A5XS. It is made domestically using 28+nm Stack tech. Uses SuperPixGain HDR SFC Pixel-2 & AllPix ADAF tech among others. Which flagship phone will be using it" @tphuang on X 2025-07-22 14:54:11 UTC 24.1K followers, 2627 engagements
"@Molson_Hart they may want to see how far they are behind China in those categories. The problem with those list is that difference bw 1st and 2nd/3rd is massive" @tphuang on X 2025-07-20 10:52:03 UTC 24.1K followers, 1679 engagements
"ASP for B segment sedans in June src Benz C class 253k BMW X series 239k M3 226k & Audi A4L 202k Camry 155k Accord 144k Passat 143K Qin L/Seal XX 99k So 34C px have really collapsed & same w/ Camry/Accord/Passat due to the NEV options. Altho I'd probably put Han as more of a direct competitor to its legacy ICE sedans" @tphuang on X 2025-07-23 13:00:57 UTC 24.1K followers, 1835 engagements
"Cockpit SoC from China mkt so far in 2025 show Qualcomm consolidating its dominance from XX% (a yr ago) to XX% Chinese suppliers HW SiEngine & SemiDrive up to XX% in total Big fall from Mediatek NXP Renesas & Intel" @tphuang on X 2025-07-13 22:17:40 UTC 24.1K followers, 6110 engagements
"79GW of Wind projects were announced in China in 1H. 72GW onshore + 4GW offshore & 2661MW distributed Inner Mongolia & Guangxi lead w/ 13GW each Gansu Guizhou Hebei Xinjiang Shanxi Jilin & Hunan are also above 3GW We will be at 150GW/yr in wind installation soon" @tphuang on X 2025-07-17 20:01:44 UTC 24.1K followers, 2662 engagements
"BYD fleet globally. Busy transporting EVs to Americas MENA & Europe" @tphuang on X 2025-07-18 10:24:15 UTC 24.1K followers, 2710 engagements
"BYD is partnering up w/ Legoland Shanghai to bring these cut little cars to the park. Kids even get their own driving license. How cute is that" @tphuang on X 2025-07-09 20:57:00 UTC 24.1K followers, 3369 engagements
"ByteDance Seed Research show w/ POLARIS training & Scaling RL it got Qwen3-4B performance improved to be better than Grok-3-Beta on AIME 2025. Also huge improvements to Qwen3-1.7B DS-R1-7B across AIME24/25 Olympiad & AMC23. HKU & Fudan University helped Seed in developing this algo. It's interesting to see just how much working w/ leading universities is helping ByteDance Seed lab" @tphuang on X 2025-07-16 01:05:32 UTC 24.1K followers, 3044 engagements
"3D Printer export in 1H of 2025 by type. Plastics accounted for 2.276m (out of 2.278m total) & metals just XXX ceramics/cement XX & other material XXX Top X exported to countries are US Germany & UK" @tphuang on X 2025-07-21 17:57:54 UTC 24.1K followers, 3549 engagements
"Revenues for foreign JVs in China in 1H: VW sales up X% YoY but rev -XXX% - ASP -XXXX% Toyota sales up XXX% & rev up X% - ASP -XXX% Honda sales -XXXX% & rev -XXXX% - ASP -X% Nissan -XXXX% & rev -XX% - ASP -X% Benz -XXXX% & rev -XXXX% - ASP -XX% BMW -XXXX% & rev -XXXX% - ASP -XX% Audi -XXXX% & rev -XXXX% - ASP -XX% Toyota is transitioning far better than all other JVs. Its brand is still strong in China. Honda & Nissan are basically dying at this pt. VW is heavily discounting to keep sales. BBA are really struggling. This is the big diff vs 2023. So many higher end EVs in 200-400k space that" @tphuang on X 2025-07-17 12:45:19 UTC 24.1K followers, 5135 engagements
"After XPeng launched G7 @ 195.8-225.8k RMB it received 10000 firm orders in X min. 702km CLTC range w/ 5C charging on 800V platform XPeng likes to emphasize AI for cockpit & ADAS in its new products especially w/ Ultra variant which has X self designed ADAS chip for 2250 TOPS & QCOM8295SP for cockpit AI. XPeng has definitely turned things around" @tphuang on X 2025-07-03 22:22:29 UTC 24.1K followers, 4505 engagements
"BYD's charging tech is just leagues ahead of everyone else rn. This is Han L vs other leading EVs in charging test using public chargers. 10-80% in just 15min (253kW peak) & final XX% in 12min. Next closest took 28min to XX% + 15min to 100%" @tphuang on X 2025-07-11 19:04:36 UTC 24.1K followers, 4470 engagements
"@amafalls @CarlZha @SClemmt why would anyone take Pete Zeihan seriously" @tphuang on X 2025-07-22 13:34:50 UTC 24.1K followers, XXX engagements
"@electricfelix @GlennLuk @TaylorOgan looks like BYD Seagull is where the demand is. I read that they are just not delivering enough at the moment. So need more shipment" @tphuang on X 2025-07-23 14:50:31 UTC 24.1K followers, XXX engagements
"For Open src models huge gain in the past yr for DeepSeek & Qwen as they have been the best models. Expect continued Qwen adoption as it is far & away the best model for Edge AI. Llama falling off is why Zuck is spending so much money on Talent acquisition" @tphuang on X 2025-07-18 19:05:35 UTC 24.1K followers, 4499 engagements
"@SiliconFlowAI China projects smart compute rental mkt to grow from XXX EFLOPS in 2024 to 1346 EFLOPS in 2027. This does not include cloud providers. A H20 is XXX TFLOPS - 2m H20s is XXX EFLOPS. Large Tencent + BD H20 orders don't move needle in meeting demand. Who supplies the rest" @tphuang on X 2025-07-19 13:22:41 UTC 24.1K followers, 1141 engagements
"Area around Changchun get up to 3800 hrs of wind & 1600 hr of solar utilization per yr all well above avg in China. Its green electricity cost is even XX% lower than Inner Mongolia. It also has existing oil/gas + newly planned pipeline infrastructure to transport green energy" @tphuang on X 2025-07-14 00:01:05 UTC 24.1K followers, 2841 engagements
"BYD moving lithography machine into its foundry. Looks like it will get into more advanced "mature" nodes for production of MCUs & other chips. I don't expect BYD Semi to get into cutting edge stuff" @tphuang on X 2025-07-14 13:18:11 UTC 24.1K followers, 14K engagements
"Sales of NEV micro trucks ( 3.5t) in China rose to 61k in 1H of this yr. This is up XX% YoY. XX% of NEVs were BEVs. Remaining are gasoline hybrids. Top selling brads are Geely Chery BAIC & Dongfeng" @tphuang on X 2025-07-20 19:57:56 UTC 24.1K followers, 2739 engagements
"Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning solar panel efficiency increase 5-20% & increase 100MWh power per day" @tphuang on X 2025-07-13 20:45:07 UTC 24.1K followers, 77.5K engagements
"BYD's XX millionth NEV has rolled off the production line. It is a YangWang U7. U7 is clearly an important model for BYD" @tphuang on X 2025-07-21 11:06:06 UTC 24.1K followers, 4625 engagements
"Agibot is entering the Quadruped AI robot mkt w/ D1 Ultra. Can sprint at speed of 3.7m/s & climb XX deg angles as well as 16cm stairs & leap 35cm off ground. Highly powerful eMotor w/ 48Nm peak torque. It has opened SDK for outside & compatible w/ modules including LiDAR Camera RTK 4G/5G & ing transmission. This would allow outsiders to build apps on top of this robot" @tphuang on X 2025-07-23 15:08:51 UTC 24.1K followers, 2266 engagements
"Is Unitree becoming the DJI of Quadruped robots Well according to Unitree it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots" @tphuang on X 2025-07-16 17:53:05 UTC 24.1K followers, 15.7K engagements
"China's June export data (in RMB): Largest single category are automated processing unit (127B) ICs (124B) apparels (110B) synthetic/fabrics (87B) auto (77B) Plastics (69B) auto parts (59B) Farming (58B) appliances (58B) phones (53B) Interesting items: ceramics 15.6B refined oil 24.5B steel 48B shipping 32B. all high new tech product 561.5B No idea what this includes but likely all the new energy stuff robotics & drones. the advanced material synthetic fiber export are also way under reported. Note China's chemical industry really blew up in the past few yrs & this is causing export trade" @tphuang on X 2025-07-14 23:01:52 UTC 24.1K followers, 3515 engagements
"Shandong heavy industry was China's largest truck exporter in 1st half of 2025. It had 47.4B & 70k HDT in export up X% YoY & accounted for XX% of total HDT export. Also saw XX% jump in light truck export to mkts like MENA ASEAN Latam & Africa. It has now set up XX KD factories globally & XXX service centers. Most recently it expanded its presence in the Vietnam mkt w/ local partner for a light truck production project" @tphuang on X 2025-07-23 21:43:48 UTC 24.1K followers, 1404 engagements
"JD Logistics unveiled full suite of unmanned products @ CeMAT ASIA 2024 Called Zhilang robots Includes handling robots ladder robots & 3D shelves + auxiliary facilities like automatic warehousing picking workstations & empty box auto return lines. Achieves HD storage w/ storage efficiency per sql of 2.5x higher than industry average You can see the AGVs moving around w. box & then getting put into & pulled out of high shelves. This set of robots is already in use in Beijing Daxing Linkong smart logistics park where 1m items from XXX brands are stored. XXX Zhilang robots zip around entire" @tphuang on X 2024-11-05 23:57:38 UTC 24.1K followers, 3828 engagements
"Top XX Auto sales by Chinese brands in Europe for 1st half of this yr. MG BYD Chery XPeng Leapmotor Lynk GWM & Zeekr are all above 1000. Most significant increases are from BYD & Chery in absolute numbers. Although Leapmotor is largest increase by absolute % due to its partnership w/ Stellantis" @tphuang on X 2025-07-23 12:54:50 UTC 24.1K followers, 4286 engagements
"Report out of China that CXMT completed development of XX layer HBM3 sample in June. Has passed domestic AI chipmaker certification & signed contract. Its TSV process is achieving XX% yield reaching 800GB/s in bandwidth. Is done using hybrid bonding. Next step is XX layer HBM3E but I think they need D1a process to do that. They are currently producing mostly DDR5 on D1z node. Overall a huge game changer in memory chip industry for CXMT to be involved. No wonder Korean media have been reporting it so much recently" @tphuang on X 2025-07-23 02:40:12 UTC 24.1K followers, 15.6K engagements
"It also showcased LFP motor battery which can be used in pure electric or hybrid shipping. 10.6kWh pack (that can be assembled together) uses BYD's CTP blade tech & can charge 4500 cycles. Optimal space utilization & light-weight design + extremely safe" @tphuang on X 2025-07-19 18:06:26 UTC 24.1K followers, 2871 engagements
"Norinco advertising its wide array of drone & anti-drone product. Nothing ground breaking here. Impressiveness more in the wide range of products + digitization C2 & full system capabilities" @tphuang on X 2025-07-21 10:55:49 UTC 24.1K followers, 4466 engagements
"Envision & Japan's Marubeni (major trading house) struck green Ammonia deal so Envision's ammonia can supply low-carbon solutions for sectors such as chemicals & fertilizers. Envision has a 1mt+ green ammonia project in Chifeng which first started production in 2024 using wind + solar & ESS to produce Hydrogen Ammonia & methanol. Goal of transitioning aviation steel & chemical sectors globally to "green energy"" @tphuang on X 2025-06-03 20:38:53 UTC 24.1K followers, 3411 engagements
"Alibaba/Qwen continue to be on a roll. I would gladly try this out in cursor or something else. Just monstrous context window + SOTA. Qwen is going to be very popular across multi-nationals" @tphuang on X 2025-07-22 21:57:18 UTC 24.1K followers, 3932 engagements
"JD Logistics unveiled 6th gen smart delivery vehicles Each has cargo volume of X m3 & load of 1t Range of XXX km & speed of XX km/h Use high precision positioning sensor fusion networking & AI to enable L4 ADAS. Detection range expanded 19x & perception perf by 3x vs prev gen vehicles. Unmanned delivery is really taking off in China src" @tphuang on X 2024-09-23 12:46:44 UTC 24.1K followers, 6933 engagements
"@SiliconFlowAI Many Chinese tech companies have been slow to migrate away from CUDA but they've been forced to do so over past yr due to Ascend perf vs H20. It will take time for Ascend ecosystem to be comparable to CUDA. Once the moat is gone it will never come back again for Nvidia" @tphuang on X 2025-07-19 13:39:12 UTC 24.1K followers, 2931 engagements
"BYD Seagull in Indonesia is launched at price of 195m to 235m IDR (85.7-103.3k RMB) 1st batch of delivery will start in Oct. I anticipate the demand to be very high at this px level. Very little premium over px inside of China" @tphuang on X 2025-07-23 17:39:32 UTC 24.1K followers, 2692 engagements
"@SiliconFlowAI Most recently HW advertised huge new CM384 based data center w/ 160k Ascend cards + XXX EFLOPS computation (125) Major customers like Sina SiliconFlow CAS XXX group & iFlyTek. Would Jensen be this alarmed if he wasn't feeling pressure from Ascend" @tphuang on X 2025-07-19 13:33:08 UTC 24.1K followers, 1043 engagements
"JD Logistics unveils next gen unmanned light truck providing 24m3 of cargo space (largest for unmanned trucks). Has 400km of range & L4 ADAS. can save XX% cost vs traditional transportation. Also displayed XXX smart delivery vehicle which can reach XX km/h w/ 1t load & 4m3 cargo & range of 160km. JD continues to go more autonomous w/ various unmanned trucks/delivery vehicles and drones" @tphuang on X 2025-07-02 17:11:22 UTC 24.1K followers, 4451 engagements
"@SiliconFlowAI If we compare the initial Ascend-910 to 910B to 910C. One can see not only higher Tensor computation & core but more importantly significantly greater HBM & memory speed. Anyone who has done inference will tell you the latter X are seriously important for large models" @tphuang on X 2025-07-19 13:30:36 UTC 24.1K followers, XXX engagements
"Chongqing Rural Commercial Bank became 1st finance company in China to adapt DeepSeek: Will use web search & RAG for fraud detection. Make recommendations on wealth mgmt Optimize credit assessment & mkt strategies Many ppl already find DS search to be better than Baidu Use DS for reports & doing research. Unlike in America where Google had already been incorporating AI features into its search Baidu's inadequacy meant ppl relied to WeChat or Douyin search for everything. China became a "post search" society. But w/ AI + RAG search being so useful maybe China will just accelerate into an AI" @tphuang on X 2025-02-11 12:09:58 UTC 24.1K followers, 7164 engagements
"China Shock 2.0: US adopted to XXX by moving up value chain to design jobs & giving up on mfg. Good move short term for PnL & stock valuation but long term disastrous as America lost the expertise in making "simple" stuff/parts. China is rolling fwd w/ Industry XXX & turning everything into smart devices. It knows how to make every part of smart consumer products & make them in highly automated smart factories. Ppl don't understand when I talk about AI robots. Everything will become smart around us which functionally becomes AI robots like your lawn mover pool cleaner TV vacuum delivery &" @tphuang on X 2025-07-16 09:55:44 UTC 24.1K followers, 6794 engagements
"BYD's 7th PCTC has entered service (Zhengzhou) Built by GSI shipyard Hefei's sister ship. 7000 CEU capacity 199.9m long & 38m beam. LNG dual fuel" @tphuang on X 2025-07-16 12:51:46 UTC 24.1K followers, 4130 engagements
"Comparing Ascend XXX to 910C. Latter X made w/ both TSMC & SMIC 7nm process 910C is X 665mm2 dies w/ 53B transistors XXX TFLOPS & 1600 TOPS 910B is 280-414TFLOPS & XXX TOPS 910C die is slight improvement Memory also increased from 1.2TB/s to 3.2TB/s on 910C" @tphuang on X 2025-05-25 18:55:11 UTC 24.1K followers, 5891 engagements
"CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h wheels are retracted and vehicle is suspended as it moves along" @tphuang on X 2025-07-09 17:42:41 UTC 24.1K followers, 4.1M engagements
"China has started work on the controversial Mega-Dam project in Tibet. 1.2T RMB investment planned here & will construct X cascading power stations along the way" @tphuang on X 2025-07-19 10:49:47 UTC 24.1K followers, 11K engagements
"This week's sales break down across brands & specific models (+ comparison vs last wk). July is a weak selling month. TSAL MY/M3 sales are both sliding WoW Xiaomi continuing to scale up Yu7 production HIMA continues to do well w/ M8 & M9 XPeng saw huge growth in G6/G7 Denza is seeing weakness in N9 & Z9 demand Li Auto is flatlining I'd be concerned abt them" @tphuang on X 2025-07-22 22:18:46 UTC 24.1K followers, 2590 engagements
"China-ASEAN AI cooperation is a big part of Chinese tech industry looking to spread its tech stack across Asia especially ASEAN countries" @tphuang on X 2025-07-20 10:25:50 UTC 24.1K followers, 5816 engagements
"Shandong heavy industrial group is China's heavy machinery powerhouse. It sold 212k HDTs worldwide in 1H which is XX% global mkt share. It also has presence in farming & construction equipment mkt. Weichai subsidiary is China's heavywt in diesel/CNG engines. + major BYD partner in bringing EVs to commercial vehicles. As Shandong heavy & weichai transition to more NEVs rest of the world will also electrify their heavy machineries" @tphuang on X 2025-07-21 01:00:10 UTC 24.1K followers, 2912 engagements
"HIMA is going up while Li Auto is going down. After M8 launch & S9 deliveries are increasing. Hima is up to 52747 for June. Li Auto is down to 36279. Li Auto is facing increasing sales pressure in the segment it used to dominate" @tphuang on X 2025-07-01 12:53:07 UTC 24.1K followers, 2462 engagements
"Sina/Weibo is a major customer of HW/Ascend cloud & CloudMatrix-384. XX% of their 590m customer tried DS R1 by 02/15 DS fever was wide spread & got adopted by Weibo search. Weibo says it already uses CloudMatrix & Ascend-910C It's "much better" than H20 Ascend compute can be delivered quickly on HW Cloud" @tphuang on X 2025-04-14 21:50:09 UTC 24.1K followers, 8209 engagements
"@SiliconFlowAI Recently SemiAnalysis chart comparing CM384 to GB200 NVL72 show significant advantage for CM384 in HBM capacity & bandwidth. Both extremely important factor in inference for large reasoning models. Essentially HW is brute forcing its way to better performance" @tphuang on X 2025-07-19 13:26:47 UTC 24.1K followers, 1092 engagements
"Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is" @tphuang on X 2025-07-08 19:54:11 UTC 24.1K followers, 64.2K engagements
"XCMG recently delivered another XXX eHDTs to a Northern customer. Covers 433kWh 600kWh & 800kWh tractor + XXX kWh dump trucks. in 1H of 2025 XCMG eHDT deliveries up 160%. Latest BYD battery tech is enabling huge growth in electrification of heavy trucks" @tphuang on X 2025-07-22 01:20:17 UTC 24.1K followers, 2511 engagements
"1 under-reported industrial success story for China is 3D Printing. Its production of 3d Printers rose XX% in 1H of the yr even higher than industrial robot & NEVs. Could even hit 7m in production this yr. X of X top consumer grade 3D printing firms are in Shenzhen. The supply chain for any electronic & industrial product is just so complete around Shenzhen area that it simply dominate all the industries" @tphuang on X 2025-07-20 20:53:09 UTC 24.1K followers, 6009 engagements
"China Hydrogen group signed agreement w/ Beiben truck Dongfeng Sany Heavy XCMG GWM & Yutong commercial group for 1000 FCEV trucks 3643 FCEV HDTs were sold in 2023 in China so momentum for more Hydrogen powered heavy trucks are coming" @tphuang on X 2024-03-27 21:57:37 UTC 24.1K followers, 2941 engagements
/creator/twitter::tphuang