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

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

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

- X Week XXXXXXX -XX%
- X Month XXXXXXX +197%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

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

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +6.40%
- X Year XXXXX -XX%

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

- X Week XXXXXX +1.40%
- X Month XXXXXX +5.80%
- X Months XXXXXX +12%
- X Year XXXXXX +26%

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

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

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

**Social topic influence**
[china](/topic/china) #800, [beijing](/topic/beijing) #281, [huawei](/topic/huawei) #148, [bytedance](/topic/bytedance) #11, [alibaba](/topic/alibaba) #171, [infrastructure](/topic/infrastructure) #621, [byd](/topic/byd) #147, [taiwan](/topic/taiwan) 0.21%, [networks](/topic/networks) #598, [targets](/topic/targets) XXXX%

**Top accounts mentioned or mentioned by**
[@scmpnews](/creator/undefined) [@richardturrin](/creator/undefined) [@ft](/creator/undefined) [@nikkeiasia](/creator/undefined) [@wsj](/creator/undefined) [@nytimes](/creator/undefined) [@unreliablenarr6](/creator/undefined) [@max_aragorn](/creator/undefined) [@dawn2042](/creator/undefined) [@scottspacek](/creator/undefined) [@baoshaoshan](/creator/undefined) [@brad_setser](/creator/undefined) [@verickwilliam](/creator/undefined) [@douglasritz](/creator/undefined) [@gonglei89](/creator/undefined) [@technology](/creator/undefined) [@sumiaga167401](/creator/undefined) [@gordonbrianr](/creator/undefined) [@jdevere74](/creator/undefined) [@jackclarksf](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Nokia Corporation (NOK)](/topic/$nok) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Alibaba Group (BABA)](/topic/alibaba-group) [Salesforce Inc (CRM)](/topic/salesforce)
### Top Social Posts [#](/creator/twitter::732964902273306624/posts)
---
Top posts by engagements in the last XX hours

"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


"GPU Die Fabrication (TSMC in Taiwan) Silicon wafers High-purity monocrystalline silicon. Major suppliers: Shin-Etsu Chemical (Japan) SUMCO (Japan) GlobalWafers (Taiwan). Photomasks Produced with EUV/DUV blank substrates from Hoya and AGC (Japan). Chemicals & photoresists Advanced resists for EUV from JSR TOK Shin-Etsu (Japan); cleaning and etching chemicals from Japan and Korea. Process gases High-purity neon argon and fluorine gases. Neon has historically come from Ukraine and Russia (though supply chains have diversified to U.S. Korea and China since 2022)"  
[X Link](https://x.com/pstAsiatech/status/1957466987971367374) [@pstAsiatech](/creator/x/pstAsiatech) 2025-08-18T15:37Z 30.8K 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, 7476 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


"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


"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


"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


"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


"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


"@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, 19.8K 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


"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, 89.8K 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, 2622 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


"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, 1145 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, 3662 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, 4898 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, 1311 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, 1552 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


"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, 1002 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, 1411 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


"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, 31.6K 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, 1633 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


"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


"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


"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


"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, 1472 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


"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


"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, 2256 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, 1216 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, 1847 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, 339.3K 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, 1754 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, 1731 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, 1250 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, 4766 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


"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, 1375 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, 46.6K 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, 1480 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, XX 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, 1472 engagements


"Trump: I havent cancelled but I dont know that were going to have it but Im going to be there regardless. So I would assume we might have it." Someone needs to tell him what really happened"  
[X Link](https://x.com/pstAsiatech/status/1977088939153588522) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-11T19:08Z 30.7K followers, 7586 engagements


"Nexperia says its been banned from exporting products it makes in China as Beijing hits back at the Dutch government for taking over the management of the company"  
[X Link](https://x.com/pstAsiatech/status/1978413654476263812) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T10:52Z 30.7K followers, XXX engagements


"Exclusive: Broadcom to launch new networking chip as battle with Nvidia intensifies"  
[X Link](https://x.com/pstAsiatech/status/1978417063082242109) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T11:05Z 30.7K followers, XXX engagements


"Report: Arm developing custom CPU for OpenAI's in-house accelerator core IP would underpin 10GW of installed AI capacity"  
[X Link](https://x.com/pstAsiatech/status/1978417246675350016) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T11:06Z 30.7K followers, XXX engagements


"Apple taps Chinas BYD to build HomePod with screen tabletop robot via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1978439445238943992) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T12:34Z 30.8K followers, 1766 engagements


"Meta is building a gigawatt-scale data center in Texas to boost its AI efforts and stay competitive in the industry"  
[X Link](https://x.com/pstAsiatech/status/1978504799885606930) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T16:54Z 30.8K followers, 1544 engagements


"Chinas Nvidia challenger Cambricon to raise US$560 million for AI chip work Cambricons prospects have been boosted by the Chinese governments determination to use local AI chips in data centres Saw a lot of Cambricon on WAIC. via @scmpnews"  
[X Link](https://x.com/pstAsiatech/status/1957405774428123458) [@pstAsiatech](/creator/x/pstAsiatech) 2025-08-18T11:34Z 30.8K followers, 5699 engagements


"Wow.Anthropics anti-China stance triggers exit of star AI researcher Start of a trend"  
[X Link](https://x.com/pstAsiatech/status/1975888089961636211) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-08T11:36Z 30.8K followers, 93.4K engagements


"Former administration officials and experts suggested the U.S. could respond by adding to its tariff regimen cutting China off from Western semiconductor manufacturing equipment and accelerating efforts to build out domestic rare-earths capacity. Some analysts expect Trump to hit back hard. @pstAsiatch. No such responses are what got us into this situation doubling down would be the worst possible response. These "experts" do not understand the stakes on the REE and magnet side and how long it will take to have alternatives. This is the huge disconnect: those making export control policy on"  
[X Link](https://x.com/pstAsiatech/status/1976663216966295951) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-10T14:56Z 30.8K followers, 2714 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, 1164 engagements


"DJI appeals US ruling upholding designation as Chinese military company DJI filed the appeal maintaining that it is neither owned by controlled by or affiliated with China's military. Clear that this is the case"  
[X Link](https://x.com/pstAsiatech/status/1978440420850905097) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T12:38Z 30.8K followers, 1127 engagements


"Bessent Floats Longer Tariff Truce for China Rare Earth Deal Not clear tariffs are the issue here Beijing would like to see rollback of recent controls it sees as major escalation"  
[X Link](https://x.com/pstAsiatech/status/1978519346977583214) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-15T17:52Z 30.8K followers, 1842 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, 1100 engagements


"Benioff also unveiled partnership allowing users of OpenAIs ChatGPT to access all manner of Salesforce app data including CRM records and control Salesforce AI agent tools dubbed Agentforce that can analyze such data and automate corporate tasks"  
[X Link](https://x.com/pstAsiatech/status/1978645566063047029) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T02:13Z 30.8K followers, 1220 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


"Nvidia and AMD would have to ensure US companies get priority access to their products before China under legislation Senate passed a setback for the industrys efforts to block the measure Bill reflects zero understanding of how industry works"  
[X Link](https://x.com/pstAsiatech/status/1978808667697778756) [@pstAsiatech](/creator/x/pstAsiatech) 2025-10-16T13:02Z 30.8K followers, 1327 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


"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, 1127 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

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@pstAsiatech Avatar @pstAsiatech Paul Triolo

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

Engagements: XXXXXX #

Engagements Line Chart

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Mentions: XX #

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  • X Month XXX -XX%
  • X Months XXXXX +6.40%
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Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +1.40%
  • X Month XXXXXX +5.80%
  • X Months XXXXXX +12%
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CreatorRank Line Chart

Social Influence #


Social category influence technology brands XXXX% countries XXXX% travel destinations XXXX% stocks XXXX% finance XXXX% automotive brands XXXX% celebrities XXXX% social networks XXXX%

Social topic influence china #800, beijing #281, huawei #148, bytedance #11, alibaba #171, infrastructure #621, byd #147, taiwan 0.21%, networks #598, targets XXXX%

Top accounts mentioned or mentioned by @scmpnews @richardturrin @ft @nikkeiasia @wsj @nytimes @unreliablenarr6 @max_aragorn @dawn2042 @scottspacek @baoshaoshan @brad_setser @verickwilliam @douglasritz @gonglei89 @technology @sumiaga167401 @gordonbrianr @jdevere74 @jackclarksf

Top assets mentioned Microsoft Corp. (MSFT) Nokia Corporation (NOK) Advanced Micro Devices (AMD) Alibaba Group (BABA) Salesforce Inc (CRM)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 @pstAsiatech 2025-10-13T13:05Z 30.8K followers, 26K engagements

"GPU Die Fabrication (TSMC in Taiwan) Silicon wafers High-purity monocrystalline silicon. Major suppliers: Shin-Etsu Chemical (Japan) SUMCO (Japan) GlobalWafers (Taiwan). Photomasks Produced with EUV/DUV blank substrates from Hoya and AGC (Japan). Chemicals & photoresists Advanced resists for EUV from JSR TOK Shin-Etsu (Japan); cleaning and etching chemicals from Japan and Korea. Process gases High-purity neon argon and fluorine gases. Neon has historically come from Ukraine and Russia (though supply chains have diversified to U.S. Korea and China since 2022)"
X Link @pstAsiatech 2025-08-18T15:37Z 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 @pstAsiatech 2025-10-07T17:31Z 30.8K followers, 1828 engagements

"China expands rare earth restrictions targets defence semiconductor users"
X Link @pstAsiatech 2025-10-09T16:13Z 30.8K followers, 7476 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 @pstAsiatech 2025-10-11T15:26Z 30.8K followers, 19.1K 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 @pstAsiatech 2025-10-16T16:03Z 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 @pstAsiatech 2025-10-16T17:44Z 30.8K followers, XXX engagements

"FCC Moves to Expel Hong Kong Telecom from U.S. Telecom Networks Federal Communications Commission"
X Link @pstAsiatech 2025-10-16T18:13Z 30.8K followers, 1072 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 @pstAsiatech 2025-10-17T11:52Z 30.8K followers, XXX engagements

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

"@gonglei89 In this case China has much more of a chance of reproducing the entire semiconductor supply chain than the US has in reproducing entire supply chains for dozens of REEs and magnets. There should be another way"
X Link @pstAsiatech 2025-10-10T12:57Z 30.8K followers, 19.8K 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 @pstAsiatech 2025-10-10T14:49Z 30.8K followers, 3040 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 @pstAsiatech 2025-10-10T18:02Z 30.8K followers, 89.8K 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 @pstAsiatech 2025-10-16T15:56Z 30.8K followers, 2622 engagements

"@dnystedt @Jukanlosreve Hiroshima fab pretty advanced Singapore for NAND"
X Link @pstAsiatech 2025-10-17T01:54Z 30.8K followers, XXX engagements

"New York approves power line for Microns $XXX billion semiconductor plant"
X Link @pstAsiatech 2025-10-17T12:14Z 30.8K followers, 1145 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 @pstAsiatech 2025-10-17T13:56Z 30.8K followers, 3662 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 @pstAsiatech 2025-10-18T12:17Z 30.8K followers, 4898 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 @pstAsiatech 2025-10-18T12:23Z 30.8K followers, 1311 engagements

"Chinas AI story belongs to ByteDance Baidu Alibaba and iFlytek. Everyone else is an extra"
X Link @pstAsiatech 2025-10-18T15:00Z 30.8K followers, 1552 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 @pstAsiatech 2025-10-01T12:52Z 30.8K followers, XXX engagements

"Advanced Micro Devices deal with OpenAI puts AMD on a path to challenge Nvidia the dominant force in the AI chip industry via @WSJ"
X Link @pstAsiatech 2025-10-07T00:24Z 30.8K followers, 1002 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 @pstAsiatech 2025-10-09T20:39Z 30.8K followers, 1411 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 @pstAsiatech 2025-10-13T03:08Z 30.8K followers, 8795 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 @pstAsiatech 2025-10-15T12:31Z 30.8K followers, 31.6K 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 @pstAsiatech 2025-10-16T11:06Z 30.8K followers, 1633 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 @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 @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 @pstAsiatech 2025-10-16T18:05Z 30.8K followers, XXX 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 @pstAsiatech 2025-10-17T11:48Z 30.8K followers, XXX 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 @pstAsiatech 2025-10-17T13:17Z 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 @pstAsiatech 2025-10-17T13:55Z 30.8K followers, 1472 engagements

"@baoshaoshan They will meet in one week in Malaysia.meanwhile the XX Percent Rule is wreaking havoc"
X Link @pstAsiatech 2025-10-18T12:28Z 30.8K followers, XX 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 @pstAsiatech 2025-10-14T20:52Z 30.8K followers, 20.3K 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 @pstAsiatech 2025-10-17T11:07Z 30.8K followers, 2256 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 @pstAsiatech 2025-10-17T11:43Z 30.8K followers, 1216 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 @pstAsiatech 2025-10-17T13:05Z 30.8K followers, 1847 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 @pstAsiatech 2025-10-10T16:57Z 30.8K followers, 339.3K 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 @pstAsiatech 2025-10-17T13:16Z 30.8K followers, 1754 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 @pstAsiatech 2025-10-17T13:21Z 30.8K followers, 1731 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 @pstAsiatech 2025-10-17T13:30Z 30.8K followers, 1250 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 @pstAsiatech 2025-10-17T13:46Z 30.8K followers, 4766 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 @pstAsiatech 2025-10-17T13:53Z 30.8K followers, XXX 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 @pstAsiatech 2025-10-18T12:20Z 30.8K followers, 1375 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 @pstAsiatech 2025-10-18T12:34Z 30.8K followers, 46.6K engagements

"Yes robust capital markets matter.particularly for large scale AI infrastructure buildouts"
X Link @pstAsiatech 2025-10-18T15:05Z 30.8K followers, 1480 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 @pstAsiatech 2025-10-18T22:51Z 30.8K followers, XX 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 @pstAsiatech 2025-10-19T02:38Z 30.8K followers, 1472 engagements

"Trump: I havent cancelled but I dont know that were going to have it but Im going to be there regardless. So I would assume we might have it." Someone needs to tell him what really happened"
X Link @pstAsiatech 2025-10-11T19:08Z 30.7K followers, 7586 engagements

"Nexperia says its been banned from exporting products it makes in China as Beijing hits back at the Dutch government for taking over the management of the company"
X Link @pstAsiatech 2025-10-15T10:52Z 30.7K followers, XXX engagements

"Exclusive: Broadcom to launch new networking chip as battle with Nvidia intensifies"
X Link @pstAsiatech 2025-10-15T11:05Z 30.7K followers, XXX engagements

"Report: Arm developing custom CPU for OpenAI's in-house accelerator core IP would underpin 10GW of installed AI capacity"
X Link @pstAsiatech 2025-10-15T11:06Z 30.7K followers, XXX engagements

"Apple taps Chinas BYD to build HomePod with screen tabletop robot via @scmpnews"
X Link @pstAsiatech 2025-10-15T12:34Z 30.8K followers, 1766 engagements

"Meta is building a gigawatt-scale data center in Texas to boost its AI efforts and stay competitive in the industry"
X Link @pstAsiatech 2025-10-15T16:54Z 30.8K followers, 1544 engagements

"Chinas Nvidia challenger Cambricon to raise US$560 million for AI chip work Cambricons prospects have been boosted by the Chinese governments determination to use local AI chips in data centres Saw a lot of Cambricon on WAIC. via @scmpnews"
X Link @pstAsiatech 2025-08-18T11:34Z 30.8K followers, 5699 engagements

"Wow.Anthropics anti-China stance triggers exit of star AI researcher Start of a trend"
X Link @pstAsiatech 2025-10-08T11:36Z 30.8K followers, 93.4K engagements

"Former administration officials and experts suggested the U.S. could respond by adding to its tariff regimen cutting China off from Western semiconductor manufacturing equipment and accelerating efforts to build out domestic rare-earths capacity. Some analysts expect Trump to hit back hard. @pstAsiatch. No such responses are what got us into this situation doubling down would be the worst possible response. These "experts" do not understand the stakes on the REE and magnet side and how long it will take to have alternatives. This is the huge disconnect: those making export control policy on"
X Link @pstAsiatech 2025-10-10T14:56Z 30.8K followers, 2714 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 @pstAsiatech 2025-10-15T11:02Z 30.8K followers, 1164 engagements

"DJI appeals US ruling upholding designation as Chinese military company DJI filed the appeal maintaining that it is neither owned by controlled by or affiliated with China's military. Clear that this is the case"
X Link @pstAsiatech 2025-10-15T12:38Z 30.8K followers, 1127 engagements

"Bessent Floats Longer Tariff Truce for China Rare Earth Deal Not clear tariffs are the issue here Beijing would like to see rollback of recent controls it sees as major escalation"
X Link @pstAsiatech 2025-10-15T17:52Z 30.8K followers, 1842 engagements

"GlobalWafers opens advanced 12-inch wafer plant in northern Italy - Focus Taiwan"
X Link @pstAsiatech 2025-10-16T01:59Z 30.8K followers, 1100 engagements

"Benioff also unveiled partnership allowing users of OpenAIs ChatGPT to access all manner of Salesforce app data including CRM records and control Salesforce AI agent tools dubbed Agentforce that can analyze such data and automate corporate tasks"
X Link @pstAsiatech 2025-10-16T02:13Z 30.8K followers, 1220 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 @pstAsiatech 2025-10-16T11:06Z 30.8K followers, 1229 engagements

"Nvidia and AMD would have to ensure US companies get priority access to their products before China under legislation Senate passed a setback for the industrys efforts to block the measure Bill reflects zero understanding of how industry works"
X Link @pstAsiatech 2025-10-16T13:02Z 30.8K followers, 1327 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 @pstAsiatech 2025-10-16T16:12Z 30.8K followers, 1098 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 @pstAsiatech 2025-10-17T11:50Z 30.8K followers, 1127 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 @pstAsiatech 2025-10-17T13:50Z 30.8K followers, XXX engagements

creator/x::pstAsiatech
/creator/x::pstAsiatech