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[@pstAsiatech](/creator/twitter/pstAsiatech)
"Advanced Micro Devices deal with OpenAI puts AMD on a path to challenge Nvidia the dominant force in the AI chip industry via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1975356419320013237) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-07T00:24Z 30.8K followers, 1004 engagements


"Sending a message: Beijing issues documents without Word format amid US tensions For the first time MOFCOM issued a slew of documents that could be directly accessed only through WPS Office Chinas answer to Microsoft Office. Subtle"  
[X Link](https://x.com/pstAsiatech/status/1977722459047735479) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-13T13:05Z 30.8K followers, 26K engagements


"Wrong Brad. The Chinese are responding directly to US escalation on export controls with the XX percent Rule rolled out last week. It was clear they would respond to this which was a clear violation of the agreement in Madrid not to take new measures. This was a deliberate move by those favoring decoupling at Commerce to up the ante and neither the White House or Commerce were fully informed let along about the potential actually certainty that Beijing would respond. Let's get the causation straight here there is enough bad analysis of this situation out there"  
[X Link](https://x.com/pstAsiatech/status/1976693586571018586) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T16:57Z 30.8K followers, 339.5K engagements


"Now soybeans. I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China"  
[X Link](https://x.com/pstAsiatech/status/1978202214410973184) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-14T20:52Z 30.8K followers, 20.3K engagements


"GlobalWafers opens advanced 12-inch wafer plant in northern Italy - Focus Taiwan"  
[X Link](https://x.com/pstAsiatech/status/1978641935704203308) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T01:59Z 30.8K followers, 1108 engagements


"Anthropic risks getting on the wrong side of an administration that's not shy about meddling in Silicon Valley Jack Clark found David Sacks attack perplexing. Me too @jackclarkSF"  
[X Link](https://x.com/pstAsiatech/status/1978852561911251229) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T15:56Z 30.8K followers, 2706 engagements


"The figures support an earlier statement by Alibaba Group Holding CEO Eddie Wu Yongming who said overall token consumption in China was doubling every two or three months as AI adoption across industries grew faster than any previous technology in history"  
[X Link](https://x.com/pstAsiatech/status/1979152598692180165) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:48Z 30.8K followers, XXX engagements


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


"China feeling similarly attacked without provocation defended its rare-earth response saying it was defensive leading to accusations the US was creating unnecessary panic and blowing it all out of proportion. In its mind the expanded US export restrictions also violated what it saw as an implicit ceasefirehammered out in Spain last month. @pstAsiatech: also Beijing clearly vieeed rate earth issue as national security issue. Beijing is focused on militart end use and us licensing exports for commercial sectors. Unlike US export controls which are very broad"  
[X Link](https://x.com/pstAsiatech/status/1979523081946239265) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:20Z 30.8K followers, 1478 engagements


"Padilla: US semiconductor restrictions and Chinese rare-earth limits are both global extraterritorial require re-export licenses even for small amounts and presume denial for military applications. Yes absolutely anyone arguing otherwise has an agenda or misunderstands both US and Chinese controls"  
[X Link](https://x.com/pstAsiatech/status/1979523681660318196) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:23Z 30.8K followers, 1405 engagements


"Yes robust capital markets matter.particularly for large scale AI infrastructure buildouts"  
[X Link](https://x.com/pstAsiatech/status/1979564471413850271) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T15:05Z 30.8K followers, 1718 engagements


"No major PLA activities near Taiwan after troublemaker Lais policy speech"  
[X Link](https://x.com/pstAsiatech/status/1979926574255251927) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T15:04Z 30.8K followers, 1149 engagements


"@gonglei89 In this case China has much more of a chance of reproducing the entire semiconductor supply chain than the US has in reproducing entire supply chains for dozens of REEs and magnets. There should be another way"  
[X Link](https://x.com/pstAsiatech/status/1976633306604351837) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T12:57Z 30.8K followers, 19.9K engagements


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


"ASML is well prepared for Chinas curbs on exports of rare earths even as the impact on the wider chips ecosystem is difficult to assess CFO Roger Dassen said"  
[X Link](https://x.com/pstAsiatech/status/1978779670494462040) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T11:06Z 30.8K followers, 1644 engagements


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


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


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


"See David Sacks comment. And Many others such as former senior Commerce people. This is a classic case of what goes around comes around said William Reinsch former undersecretary of Commerce during the Bill Clinton administration. The US should have seen it coming. The details of what was agreed to are not public but can be inferred from statements from senior officials on both sides.if the goal was to reach an agreement taking actions that force escalation and here for the secund time are clearly violating the spirit and likely the unwritten letter of agreements reached"  
[X Link](https://x.com/pstAsiatech/status/1979681842992136615) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T22:51Z 30.8K followers, XXX engagements


"How U.S. Pressured Netherlands to Oust CEO of Chinese-Owned Chip Maker Yet another case where potential for major collateral damage was not fully considered Panic is setting in"  
[X Link](https://x.com/pstAsiatech/status/1978412317659312138) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T10:47Z 30.8K followers, 2432 engagements


"Chinas targets US AI leaders with new flagship model as coding wars heat up Other Chinese AI players DeepSeek Alibaba and Moonshot AI are also developing the coding abilities of their models. US CAISI only tested DeepSeek"  
[X Link](https://x.com/pstAsiatech/status/1973370486869598535) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-01T12:52Z 30.8K followers, XXX engagements


"Beijing targets consultancy that does teardown reports on Huawei chips The move came after TechInsights' report claims Huawei used advanced components from TSMC Samsung and SK Hynix in its Ascend AI processors via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1976386980717134124) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-09T20:39Z 30.8K followers, 1414 engagements


"#ChinaAIWatch A token of intent: Doubaos data surge cements ByteDances AI ambitions Doubaos average daily token usage jumped from XXXX trillion tokens in March to XX trillion in September--ByteDances Volcano Engine cloud unit president Tan Dai"  
[X Link](https://x.com/pstAsiatech/status/1979151376941789641) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:43Z 30.8K followers, 1232 engagements


"At the moment were XXX per cent out of China Huang said. Nvidia has been banned from exporting its advanced chips that power artificial intelligence applications including the A100 H100 and H200 since 2022. @pstAsiatech This is really stunning heads should roll somewhere.and no don't cite the stock price that only completely misses the point"  
[X Link](https://x.com/pstAsiatech/status/1979163858485780510) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:33Z 30.8K followers, XXX engagements


"White House AI czar and venture capitalist David Sacks intensified a frustration that has been building for months. Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering he wrote on X referring to the company behind leading AI chatbot Claude. It is principally responsible for the state regulatory frenzy that is damaging the startup ecosystem"  
[X Link](https://x.com/pstAsiatech/status/1978854379454161042) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T16:03Z 30.8K followers, XXX engagements


"The auto industry is digesting a new and potentially damaging supply-chain disruption from an unlikely source: a small Dutch semiconductor manufacturer The causality here is rather stunning. via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1979174718151283022) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:16Z 30.8K followers, 1794 engagements


"Americans Are Increasingly Open To Chinese Cars Despite Geopolitical Tensions Huawei Xiaomi and BYD are the three Chinese brands most considered by Americans. Would definitely buy Xiaomi or NIO"  
[X Link](https://x.com/pstAsiatech/status/1979739007119446160) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T02:38Z 30.8K followers, 3788 engagements


"Nvidia CEO Jensen Huang to attend APEC CEO Summit in South Korea"  
[X Link](https://x.com/pstAsiatech/status/1979953369620845014) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-19T16:50Z 30.8K followers, 1554 engagements


"In its trade standoff with the U.S. China thinks it has found Americas Achilles heel: President Trumps fixation on the stock market No this is not the way the Chinese leadership is thinking on this issue. via @WSJ"  
[X Link](https://x.com/pstAsiatech/status/1978438546810679693) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T12:31Z 30.8K followers, 31.7K engagements


"Huang: Hopefully we will continue to explain and inform and hold on to hope for a change in policy"  
[X Link](https://x.com/pstAsiatech/status/1979163456981852430) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T12:31Z 30.8K followers, XXX engagements


"Trump and Xis shock tactics see trade war remain in a stalemate This is a classic case of what goes around comes around said William Reinsch former undersecretary of Commerce during the Bill Clinton administration. The US should have seen it coming. Indeed"  
[X Link](https://x.com/pstAsiatech/status/1979522288887226707) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:17Z 30.8K followers, 5442 engagements


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


"Bessent: We hope China will show the respect that we have shown them. And I am confident that President Trump because of his relationship with President Xi will be able to get things back on a good course. Respect like adding 10k+ firms to Entity List"  
[X Link](https://x.com/pstAsiatech/status/1979526574815711717) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T12:34Z 30.8K followers, 59.9K engagements


"Chinas AI story belongs to ByteDance Baidu Alibaba and iFlytek. Everyone else is an extra"  
[X Link](https://x.com/pstAsiatech/status/1979563142540566675) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-18T15:00Z 30.8K followers, 1877 engagements


"#ChinaAIDiffusionWatch Chinas generative AI user base doubles to XXX million in X months via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1980245845107933388) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T12:12Z 30.8K followers, XXX engagements


"Beijing has called for the widespread diffusion of AI technologies in society and the economy as part of its AI Plus initiative. Leading American models such as those from OpenAI and Google DeepMind are officially blocked on the mainland while domestic models such as DeepSeek Alibaba Clouds Qwen and ByteDances Doubao have all exploded in popularity among Chinese users"  
[X Link](https://x.com/pstAsiatech/status/1980245976313889079) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-20T12:13Z 30.8K followers, XXX engagements


"Applied Materials flags $XXX mln revenue hit in 2026 on broader chip export curbs Yet another major US technology leader hit by US export controls.can anyone explain what the cost benefit analysis was here"  
[X Link](https://x.com/pstAsiatech/status/1974090423737201054) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-03T12:33Z 30.8K followers, XXX engagements


"ICYMI China curbs use of Nokia and Ericsson in telecoms networks Would vendors turn over source code to Chinese authorities for review as Huawei did in UK via @ft"  
[X Link](https://x.com/pstAsiatech/status/1975615053400600974) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-07T17:31Z 30.8K followers, 1828 engagements


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


"Chinas newest restrictions on rare-earth materials would mark a nearly unprecedented export control that stands to disrupt the global economy Wow so much confusion in this article"  
[X Link](https://x.com/pstAsiatech/status/1976661449989865644) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T14:49Z 30.8K followers, 3040 engagements


"China Flexed. Trump Hit Back. So Much for the Thaw But to China trade and technology are part of what Beijing perceives as an all-around effort by the United States to suppress China. No China reacted. Let's get the causality straight"  
[X Link](https://x.com/pstAsiatech/status/1977033112338243621) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-11T15:26Z 30.8K followers, 19.1K engagements


"Complete misread. No they are not worried by the global reaction. Of course they will not pull back these rules. Was the US worried about the October 2022 controls No not at all but should have been. Beijing is just mirroring US controls and reacting to XX percent rule"  
[X Link](https://x.com/pstAsiatech/status/1977572004669899260) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-13T03:08Z 30.8K followers, 8795 engagements


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


"Cambricon SenseTime team up to support Chinas tech self-reliance efforts The two companies intend to promote a new indigenous AI development paradigm via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1978779593629643047) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T11:06Z 30.8K followers, 1229 engagements


"These companies will stop sponsoring H-1B visas for some tech jobs in wake of Trumps $100000 fee. . other tech giants notably the Silicon Valley-based semiconductor and computing company Nvidia have vowed to continue to apply for H-1Bs"  
[X Link](https://x.com/pstAsiatech/status/1978856681082909173) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T16:12Z 30.8K followers, 1098 engagements


"XAIs Unusual Dealmaking to Fund Musks Colossus X Musk is facing the reality that investors cant easily write checks big enough to fund his strategy"  
[X Link](https://x.com/pstAsiatech/status/1978879687959945449) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T17:44Z 30.8K followers, XXX engagements


"Instead xAIs funding arrangements mean it wont actually own most of the hundreds of thousands of Nvidia chips its planning to put in the data center at first nor will it have control of the natural gas facility its building to power that center"  
[X Link](https://x.com/pstAsiatech/status/1978879689348268156) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T17:44Z 30.8K followers, XXX engagements


"Apple CEO Tim Cooks latest China visit boosts promotion for the iPhone Air Three state-owned carriers Bytedance.this is not the decoupling you are looking for via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1978885026637815950) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T18:05Z 30.8K followers, 1279 engagements


"China Mobile China Unicom and China Telecom each confirmed on Monday that the Ministry of Industry and Information Technology approved the eSIM trials as Cook later that evening joined Apples live streaming session on ByteDance-owned platform Douyin to promote the new iPhone XX series and next weeks release of the iPhone Air"  
[X Link](https://x.com/pstAsiatech/status/1978885027791319476) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T18:05Z 30.8K followers, XXX engagements


"FCC Moves to Expel Hong Kong Telecom from U.S. Telecom Networks Federal Communications Commission"  
[X Link](https://x.com/pstAsiatech/status/1978886936661008864) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T18:13Z 30.8K followers, 1072 engagements


"@dnystedt @Jukanlosreve Hiroshima fab pretty advanced Singapore for NAND"  
[X Link](https://x.com/pstAsiatech/status/1979003067354804535) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T01:54Z 30.8K followers, XXX engagements


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


"Chinas secret weapon in chip battle with US: intense city rivalry Chinas megacities are racing to draw capital to the semiconductor sector as they compete to become chip powerhouses via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1979153047470174500) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:50Z 30.8K followers, 1155 engagements


"In late September Shanghai-based chip equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced the launch of a XXX billion yuan fund to promote technological breakthroughs in the industry"  
[X Link](https://x.com/pstAsiatech/status/1979153441101402189) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T11:52Z 30.8K followers, XXX engagements


"Whoa. JD Logistics has opened a new spare-parts warehouse in Dubai for XPeng.a day after the company revealed a strategic partnership with Chongqing Changan Automobile and battery giant CATL two days after a separate deal with CATL and GAC to develop a customized battery-swapping vehicle. The new model will debut during the upcoming Double XX shopping festival and will be sold exclusively through CATLs flagship store on"  
[X Link](https://x.com/pstAsiatech/status/1979175942154019240) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:21Z 30.8K followers, 1743 engagements


"ByteDances Doubao has overtaken DeepSeek proving that user-friendly design often matters more than having the most advanced AI model. Wait I thought Bytedance was a social media company Of course DeepSeek is playing a very different game"  
[X Link](https://x.com/pstAsiatech/status/1979178179634901210) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:30Z 30.8K followers, 1270 engagements


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


"Just as Chinese reformers once argued they could selectively borrow Western methods without compromising ChinesecivilizationU.S.leaders now claim they can adopt Chinese-style state intervention without betrayingU.S.values. History suggests that such experiments in selective borrowing are rarely as tidy as their architects imagine"  
[X Link](https://x.com/pstAsiatech/status/1979183224858263935) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:50Z 30.8K followers, XXX engagements


"Western discourse consistently attributes Chinas achievements to its regime type rather than its substantive capabilities. Breakthroughs by Tencent BYD Huawei or Shenzhens hardware ecosystem are oftenexplained awayas resulting from statediktatrather than design brilliance or the unrivaled speed of co-located manufacturing. That flattening of context feeds the sense that Chinas ascent is somehow an affront to how the world should work rather than evidence that the world works differently than wasassumed. Yup"  
[X Link](https://x.com/pstAsiatech/status/1979184103070060638) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-17T13:53Z 30.8K followers, XXX engagements


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


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