tphuang
@tphuang
Followers
18K
Following
8K
Media
5K
Statuses
16K
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
America
Joined May 2009
China will build a full AI ecosystem. Big part of that will be memory chips. CXMT's recent entry into DDR5 mkt is severely under-covered outside of Korean media.TechInsight teardown show CXMT 16Gb DDR5 product using D1z/16nm process achieving bit density similar to Micron's 2021
42
92
464
ByteDance makes 77% of its revenue in China. TikTok US is a tiny % of its revenue & likely not even profitable. Selling off its US asset due to foreign govt pressure would be a national humiliation that would adversely affect Douyin's popularity in China. ByteDance has huge.
65
350
3K
Back in 2000s, India was considered to be well ahead of China in s/w bc it was doing the beneficiary of Western out-sourcing. Fast track to today, China has Bytedance, Tencent, Alibaba, JD, PDD, Shein, Meituan, Didi, Baidu as well as soft/hard giants like HW, Xiaomi, Vivo & Oppo.
49
206
2K
This is BYD starting phase 5, 6, 7 & 8 out of its expansion in Zhengzhou at the same time. Built next to Zhengzhou land port. Just watch the number of construction & engineering vehicles + the raw size of this area. BYD's scale & ability to build up massive factories is quite
44
378
2K
HW Mate XT being used to play Black Myth Wukong. It really isn't a phone. It's a foldable flat screen computer. HW needs to improve GPU/AI performance on its SoC really fast, bc ppl are going to be using XT phones to play high-end gaming & other demanding actions.
39
198
1K
Scaled J-20 vs J-36 (src THX 113).J-36 nose looks 2x as wide as J-20.2x width -> 4x volume.4x Radar size & interior space for electronic equipment + cooling. Much wider fuselage & huge space after IWB for power generator, starter motor, batteries & fuel. J-20 already has big
17
177
1K
The seismic event I was referring to. Look at this monstrosity of 6th gen aircraft. 3 engines & significantly outsize even J20S.It will enter service by 2032 probably. Same time F35 block 4 goes into service. Chinese cadence is too fast. Every 14 yrs, moves to new gen.
Tech war will be over in a few yrs. EV/Renewables/drone dominance, HW/M60, HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by 3 to 5 similar.
36
156
1K
China's largest PV project in 沙戈荒 has come online. This 4GW project in SE of Taklamakan Desert required 15.6B RMB investment & cover area of 76 km2. Can generate 6.9 TWh/yr (~20% utilization).Best use of desert is putting PVs over them.Solve many problems
36
161
1K
Another 10k+ students from recent graduating class joined BYD. Of which, 70% are master or PHD level. 80% of them are going into R&D. BYD's human capital advantage is huge.
23
243
1K
Chancay port is 100% automated. Look at all the AGVs around. This is what allows full 24 hr operation & highest throughput. No delays to any of the truckers or cargo ships.
26
232
924
Introducing 小航:.A cute Space robot serving China's space station. Can do cabin inspection, material management, product status inspection, and Q&A -> a smart assistant.
22
134
909
Actually, Chinese industrial advantage is massive bc it uses high level of automation, low energy cost, complete local supply China, world class infrastructure & enormous supply of engineers.It’s far easier to demonize China than actually understanding why Chinese industries are.
Sadly this is mistaken. I wish it were not, but we are already in a beggar-thy-neighbour world. China’s industrial strategy isnt about comparative advantage as much as it is about huge subsidies systemic econ imbalances and mercantilism. for us,Nat Sec risks, and deindust’sn.
24
115
861
@AgatheDemarais so basically, housing is finally getting affordable, which is good for regular people.
8
20
845
BYD's new auto Drone from DJI w/ its own hangar. Takes off & Follows U8 around.Return automatically & land.Syncs video to U8 screen.Can swap charged battery in Hangar.Protects against water & dust. How impressive
58
192
832
WuChang & JiangNan are China's 2 diesel sub shipyards & Huludao is the 1 building nuclear subs. Nuclear subs are large & water depth of Yangtze river around Wuhan is only 5m. Type 093 has draught of > 7.5m.It's impossible to fully sink @ that section of Yangtze. Even in open sea,
Senior U.S. Officials have now revealed that the Chinese Navy’s Newest Nuclear-Powered Attack Submarine, dubbed the Zhou-Class, suffered a Major Technical Malfunction in May or June while Pier-Side at a Shipyard in Wuhan, leading it to Sink into the Yangtze River; something which
25
140
801
China has completed final stretches of 3046 km "green belt" perimeter around Talkimakan Deser thru biological, engineering & PV sand control. Outside area can be developed w/o worries of desert expanding into them. More PVs can be built here to further shrink desert & increase
27
162
768
China’s moves to block takeover of tech sector by American big tech was the smartest thing any country has done. In past yr, China Inc has invested significant money in Brazil. Looks like it has enabled Brazil to keep sovereignty over these MNC that think they run the world.
Brazil’s illegal shut down of @X and account freeze at Starlink put Brazil on a rapid path to becoming an uninvestable market. China committed similar acts leading to capital flight and a collapse in valuations. The same will happen to Brazil unless they quickly retreat from.
21
98
727
China's AI sector is far more than just Deepseek.Qwen is 2nd most downloaded LLM on Huggingface.Kling is the best video generation model.Hunyuan is best open src video model.DJI is best @ putting AI in consumer electronics.HW is best @ industrial AI.iFlyTek has best speech AI.
20
133
698
Tip of the iceberg. QCOM/AVGO/QRVO has long dominated 5G modem & RF. Even APPL can't do it internally. In M60, HW has fully domestic built-in 5G modem + RF that uploads/downloads as fast a X70. combined that w/ satcom chipset. Chinese OEMs sell 700m phones/yr?.$30/phone -> $21B.
Qualcomm to lose up to 60 million chipset orders in 2024 thanks to Huawei’s Kirin 9000S, potential profit loss in the billions
35
188
659
World's only superconducting tokamak large science cluster in Anhui is accelerating development of fusion energy. Use 100% local supply chain. Fusion Reactor Comprehensive Research Facility has basically been completed. Doing integration & debugging.Expect to fully complete by
11
155
643
DeepSeek has commoditized AI outside of very top-end. Lightbulb moment for me in 1st photo. R1 is so much cheaper than US labor cost that many jobs will get automated away over next 5 yrs. See @teortaxesTex post on how cheaply you can automate previously tedious & boring tasks.
7
91
636
Instead of sending cargo to Manzanillo or Long Beach b4 heading to Asia. Now, large cargo ships go directly to China, shaving 10-12 days off transit time. Chancay is also most convenient hub for Brazilian farmers to transport their produce to China. Port is modern & efficient.
It took almost five years to build, but South America’s largest and most modern port is about to be inaugurated in Peru. The cutting-edge port was built by Chinese state-owned company Cosco Shipping. CGTN’s Dan Collyns explains why this project is so important not only for
7
128
556
After new chip related restrictions on China, China Internet Society, CAAM & CSIA jointly released warning domestic companies to caution usage of American chips due to supply chain risks. Since their members are some of the largest global chip consumers, this is a huge deal.
9
108
553
Sany unmanned construction vehicle group successfully completed world's 1st unmanned paving construction project along 157.79km stretch on Beijing-HK Expressway. Unmanned 20m wide pavers, 13-t double steel roller, 30t rubber wheel rollers formed 1+3+3+3 lineup using smart algo &
16
140
550
Li Qiang just met Liang Wenfeng regarding AI policy & now this plan is out. Note China focus not on Gen AI, but rather Robotics, bio, advanced materials & Drones. Key is funding & domestic tech stack, AI infrastructure.AI -> promotes industrial growth & innovation. I think the.
China's New AI Industry Development Action Plan (中国银行支持人工智能产业链发展行动方案) Will Provide 1 trillion yuan ($ 137 billion) to support its AI industry over the next five years 🇺🇸🇨🇳. This might be the most important Chinese AI policy initiative in 2025 so far. /1
11
88
558
Gallium used in modern military AESA radars, 5G base stations, chargers & other power modules. China produces 95% of world's Gallium. Germanium used in fibre-optics, IR optics, solar cells & LEDs. China also has world's largest Germanium producers w/ Yunnan Germanium at 25%.
China Bans Exports of Two Metals That Can Be Used in Chips to Safeguard National Security and Interests, Says Export Operators Should Apply for Licenses and MOFCOM Will Examine Whether to Issue Licenses. #China #Gallium #Germanium #Chips.
25
183
530
Tech war will be over in a few yrs. EV/Renewables/drone dominance, HW/M60, HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by 3 to 5 similar.
19
70
517
A Dutch person wants a EV, why is BYD Dolphin cheaper than VW ID4?. Huge automated ports+COSCO fleet+FTA-> low cost of acquiring Lithium & iron from AUS/Chile. Infrastructure for resource trade w/ BRI countries-> Chinese refiners of resources acquire scale-> push out competition
The "deglobalization" of the world's auto industry continues. Chart from the WSJ, h/t @scienceisstrat1. 1/
20
135
497
Kirin 9000S teardown so surprising. Includes CPU, GPU, 5G modem, ISP, DSP. NPU (w/ Ascend lite/tiny cores + TPU). All this squeezed into 110mm2 die w/o stacking. abt same as Kirin 9000 (which had 140m transistors/mm2). A15 SoC had all of this, but it was manufactured on N5P
@tphuang @SinsisaKiva_ @ApisithS Mentioned above. Competitive on performance, power, cost, ability to scale, etc. for data center/AI vs leading edge nodes from the top foundries. Specially TSMC & Intel (who seem on track to 18A) How will SMIC match 4/3/2/18A? BTW - 8 gen 1 yields at SSG 👎🏼, QC went back to TSMC.
20
148
497
@sentdefender This is going to disappoint a lot of people, but Yangtze river is too shallow for a nuclear submarine to sink into.
WuChang & JiangNan are China's 2 diesel sub shipyards & Huludao is the 1 building nuclear subs. Nuclear subs are large & water depth of Yangtze river around Wuhan is only 5m. Type 093 has draught of > 7.5m.It's impossible to fully sink @ that section of Yangtze. Even in open sea,
19
32
490
Nikkei reporting from China Semicon.China close to de-americanized 7nm production line. Sanction free/domestic 5nm supply chain & not helping American chip industry = PRICELESS. China achieved this w/ just $47B over 10 yrs.CHIPS Act budgeted $52B & has minimal achievement. Yet,
29
117
489
China has completed 9 flight experiments in 5 categories & achieved horizontal landing of hypersonic aircraft for 1st time after completing near space launch & flight test. 1st time by MD-19 hypersonic vehicle landed in 2020. Now declassified. Can fly @ Mach 7 for long distance.
14
91
486
BYD's 3rd RoRo ship Changzhou has entered service today. It is now outside of Shenzhen. 7000 CEU & LNG dual fuel
6
92
490
Chinese sports cars @ Nürburgring.YangWang U9.Xiaomi Su7 Ultra Prototype.Zeekr-001FR.U9 seems to be jumping around a little bit.Has apparently gone over 415km/h.Su7 rumored to have set some records.This is the last milestone for China's auto industry.
16
71
478
BYD announcing details of its huge 20B investment for largest global R&D center in Shenzhen. Will have 11 research center & 50 frontier tech labs. Looking to attract 60000 high end researchers globally w/ PHD/Master exceeding 50% of that. Comes in 3 phases, 2.26m sqm in phase 1,
14
89
464
Didn't expect myself to get dragged into a long argument, so I will just talk about it here. few yrs back, Chinese companies would fire employees that use domestic product instead of proven foreign ones. Companies don't like to work w/ unproven partner. HW didn't give SMIC time.
@TheStalwart @tracyalloway @dylan522p @_fabknowledge_ eg: since they've enacted these policies, Chinese companies across different industries have embarked on de-risking process in which foreign supply chain for critical components will be eliminated over next few yrs. That seems like a real negative outcome for America. Did the.
23
91
442
Neolix has become the 1st company approved by China's State Postal bureau for unmanned delivery in urban road of logistics & express delivery. Achieves L4 ADAS @ speed of 50 km/h.It has already deployed 2400 vehicle among clients across 93 cities in China. Offers X3, X6 & X12.I
15
82
455
Make a note here. This is not about America. Chinese EVs aren't coming here. This is msg to other anglo & EU countries. Don't let any Chinese high tech into your country. -> the HW/5G playbook. Don't use the most advanced smart car tech from China, use the 2nd-tier American tech.
US to ban China-made connected vehicle software. Sullivan: “Couple months ago, we convened over a dozen countries from across Indo-Pac, Europe, N America to discuss these natsec risks. many partners noted they’re contemplating taking their own measures".
20
76
451
US is now restricting high-end cytometers & mass spectrum equipment to China to slow down China's medical research & biotech development.Likely due to concern to China's growing biotech prowess There are 2 problems to these measures
11
97
441
1st drone blood delivery route in Wuhan took off yesterday. SF Express drone flew 800ml of blood from Blood Center to local hospital for surgery. Shortened delivery time from 1 hr to 19 min. While some of low altitude economy stuff seems gimmicky, this is truly life saving. src
4
97
419
China Eastern (MU) placing a 100 C919s order w/ COMAC Huge injection of confidence in the program. MU originally only ordered 5 C919s+15 options. Such large follow-up order for new aircraft type signals MU is happy w/ C919 in-service performance. 2 C919s
27
68
400
Maybe India shouldn’t have given byd the middle fingers? Byd is actually willing to set up smaller plants selling affordable models & bring ecosystem. Thailand, Brazil, Hungary, Indonesia & Mexico will all get their beautiful byd ecosystem before India.
India doesn’t expect Tesla to move forward with an investment in the country any time soon after executives at Elon Musk’s electric carmaker stopped contacting them, sources say
32
41
401
Mate 60's sat-phone cape getting ignored. Map shows Tiantong-1 coverage around Asia -> M60 allows reception anywhere out in the sea, dessert & mountains. Experts expect satellite to complement 6G. M60 is HW's 5.5/6G experiment -> Get phone to work w/ ground station + satellite
Major breakthru for Mate 60 is sat-phone capability. Previously, BD phone cost 7500RMB.Now, M60 offers it as part of its 6999 px tag. Made possible by these 2.HTD1010 - Tiantong-1 baseband processing chip on 40nm node.RX6003EQK - Tiantong-1 RF T/R chip w/ filters, LNA & such
16
82
386
China currently building many large solar farms in Kubuqi desert, closest desert to Beijing.1 major solar installation in Kubuqi has 4.4 million solar panels.Already 1GW has been connected to grid by 2023.Once fully connected, this can generate 4TWh/yr. reverse desertification
16
82
390
SWAT in China is using Spherical ball to do daily patrol tasks & deal w/ bad guys. Can go 30 km/h.Weighs 160kg.Can work w/ robot dogs, uses Lidar & Camera to move around.
10
58
388
While China is busy lowering px of battery so we can do energy transition, Biden admin is bitterly complaining abt inability of decoupling from Chinese supply chain even w/ generous IRA subsidies. China imports Li so it can refine them & put them in batteries. Other countries can
China Overproducing Lithium To Eliminate Rivals: US Official
5
36
375
From 痛快舒畅. BYD's huge Zhengzhou car plant.Look at the size of this thing. Zhengzhou is a major rail hub. Ideal location of car assembly
11
59
354
EU also panicking abt Chinese wind turbines Going to be hard for EU to compete when Chinese offshore turbines are more technologically advanced, more proven & much cheaper. Offshore wind has 3 to 4x utilization of solar. Ideal for energy transition.
23
77
347
If you think China' AI industry is just DeepSeek, you are badly mistaken. DS is the result of a robust domestic AI industry, not an aberration. If other countries want to have their own DS, Kling or Kimi, they should look @ what China has done in building a full AI ecosystem.
this is incredible. Kling AI just dropped Elements, it lets you create ads for any product, with any actors, in any environment. you can even make actors say any slogan and. you just need 4 images. step by step tutorial:
14
77
459
Ubtech announces its Walker S1 Humanoid Robot has entered BYD factory floor carrying out practical tasks.-> 1st such robot to collaborate w/ L4 logistics vehicle, unmanned forklift, industrial robots & intelligent mfg mgmt system.Walker S1 is 172cm, 76 kg & carries 15kg load.360
13
89
356
Success of Mate XT is also the success of domestic production of Ultra Thin Glass (UTG).0.03mm thick.Perfect for mobile phones, watch & vision product. On foldable phones, it can last 20 yrs if the phone is folded 100 times/day.Mate XT uses world's largest UTG (322 cm2).
4
63
358
China is the largest consumer of Carbon Fiber globally, but cannot access top end stuff due to US/Japanese export restrictions. Built up its own tech+scaled up production. In 2022, 45k out of 64k ton were produced domestically. Ratio even higher in 2023.Rather familiar sighting.
12
54
357
@jake_ayes the problem is that cost to operate in US has been very high for ByteDance. Remember, it has to host its service at Oracle, spend a whole bunch of legal and has a huge US R&D center in Bay Area.
2
15
361
By DeepSeek open sourcing their model weights + publicize research on RL.Everyone has access to the secret sauce. When Eric Schmidt discussed DS, he was fearful of DS making this much power openly accessible.SV Big Tech want to "achieve ASI", so they can control & run the world.
We are living in a timeline where a non-US company is keeping the original mission of OpenAI alive - truly open, frontier research that empowers all. It makes no sense. The most entertaining outcome is the most likely. DeepSeek-R1 not only open-sources a barrage of models but
12
75
359
Once Japanese govt bent to American pressure on chipmaking exports, no sane Chinese business would consider Japanese suppliers to be reliable.Biden admin sanctions + pressure on its allies to cripple China's IC sector has done more to promote Chinese IC supply chain than anything
Top China chipmakers SMIC and CXMT push to scrap foreign inputs
16
75
346
Dominos falling quickly. China Bester had business plan of building AI data center around Nvidia chips. Signed cooperation deal w/ HW a day after A800 ban. Will join HW tech ecosystem alliance & use Kunpeng/Ascend chips. Combine to build Ascend computation cluster in Shenzhen
China Bester Wins USD24.7 Million AI Deal for Supercomputing Center
23
77
340
China and America have a common goal here. To remove Chinese supply chain from U.S. MIC. Let’s see how this plays out.
🇨🇳🇺🇸CHINA'S LATEST EXPORT CONTROL LIST.General Dynamics $GD.L3 Harris Technologies.Intelligent Epitaxy Technology.Clear Align LLC.Boeing Defense, Space & Security $BA.Lockheed Martin Corporation $LMT.Raytheon Missiles & Defense $RTX.Lockheed Martin Missiles and Fire Control.
13
32
352
China stopped American big tech from crushing budding local industry w/ censorship requirements. Built many national champions. While India continues its place as outsourcing destination for Western tech & for call center. At mercy of any direction change from corporate HQs.
6
23
335
From 痛快舒畅.Korean automakers in free fall in China. Down from 8.94% market share in 2014 to just 1.64% this yr. Beijing Hyundai JV will be down to 2 factories after deciding to sell 2 factories recently. Kia has capacity for 890k cars/yr, but on pace to sell abt 70 to 80k. I
27
70
332
China Electronic Info Industry Federation posted list of top 100 Chinese electronic information companies:. Top 10 are Huawei, BYD, Lenovo, Hair, Xiaomi, TCL, Hisense, BOE, TianNeng & ZTE. All the heavyweight tech companies
3
24
67
If you wonder why only Micron has received attention from Chinese govt when QCOM has actually been found to have backdoor in their chips, this would explain it Looks like Micron has been working extra hard at hurting its Chinese competition.
14
76
318
Why is China restricting Ga?. Ga-based materials GaA, GaN & Ga2O3 have wide bandgap & other props ideal for RF-related apps like military radar. America being dominant in GaA was able to quickly produce & deploy AESA radars in the 2000s -> huge advantage over mechanical radars
This is a big deal btw.GaN is currently used in radar, power chargers, 5G network & EVs.Ga2O3 is way more powerful than GaN Considered by Biden Admin to be sensitive due to possible applications in future gen of military radar & important commercial fields.
26
107
335
Should be obvious that SMIC had plenty of AMAT/Lam equipment from pre-2022 sanctions that they are still using. Why would they stop? They paid money for it. Is American govt going to refund them?.Even when domestic tools are sufficient for 7nm, they will still use American tools.
SCOOP: Chinese tech giants Huawei & SMIC used American gear to make an advanced 7-nm chip that debuted in Huawei’s Mate 60 phone last year. They used Applied Materials & Lam equipment in addition to machines from Dutch firm ASML. @cagankoc & me:
18
63
332
I listened to the show. Thread:.Power consumption+range+All aspect stealth are key diff maker for 6th gen. More interior space + engine power + modern power/heat mgmt -> Greater electric Power.Electrification of fighter jet make use of NEV tech.1MW aircraft wins vs 17kW aircraft.
Some interesting information on the J-36 via siegecrossbow / SDF from a recent well-known talkshow, where XXX (name deliberately withheld) said:. I'm well aware we should take his words with a "grain of salt" but still much more worth than most of the so-called experts on X or YT
5
29
336
These ppl fundamentally don’t understand the real issue. There is no demand for Li or rare earths or Ni unless you can make the end product cheap enough to compete against hydrocarbons & ICE. “Overcapacity” is what’s making energy transition possible. China is not the competition.
Western nations join forces to break China’s grip on critical minerals
5
38
331
The upcoming AI revolution will remove need for many call center and out sourcing jobs. It will be a disaster for India since it can't control those employers. That's the price of not pushing for tech sovereignty & developing national champions.
6
18
314
Reminder that China is the largest auto mkt in the world. Toyota sold more cars in China than Japan in Aug. Next time you wonder why xxx country is not putting tariffs on Chinese cars, just look @ their respective auto mkt sizes. Getting 5% of Chinese mkt is same as getting 30%
5
67
325
VW closing Passat plant after BYD crushed its sales in China. VW cutting up to 30000 jobs bc sales can’t support all this capacity. Nio is mulling buying the closing Audi plant in Belgium. Fall of German Inc.Rise of China Inc
JUST IN - Germany's largest car manufacturer Volkswagen is reportedly planning to cut up to 30,000 jobs — Manager-Magazin.
12
72
325
BYD battery gave an update @ 2024 World Power Battery conference. Some highlights:.4C blade battery now in mass production & used in U9. Currently, energy density is ~200Wh/kg.Next step is using Li Alloy Battery, which does not have cell swelling issues.Expect 300Wh/kg density
6
68
323
Having a 300 remote sensing sat constellation like Jilin-1 that can see object move w/ 0.5m precision & able to revisit location every 5 min. Pair that up w/ 10B model. Tracking ships 6000 nm away wouldn't be much of a issue.& that's just their civilian constellation.@hsu_steve
China released version 3.0 of Kongtian Lingmou, the world's first 10 billion parameter space-air remote sensing interpretation model, CCTV News reported. Developed by the Chinese Academy of Science's Aerospace Information Research Institute, the model can process massive datasets
7
76
321
Song dynasty was peak of Chinese civilization & tech. Is it possible for China to regain that?.Had significant tech advances in Agriculture, shipbuilding, gunpowder, compass navigation & porcelain production. It was 1st country to have standing navy & close to industrialize.
23
41
308
As Central Asian leaders gather in Xian this wk to meet Xi, rail will be high on agenda. Central Asia+rail importance to China can be explained w/ this map. It connects major rail hubs like Zhengzhou & Xian (major BYD bases) to Central Asia & onto EU. Rail is faster than shipping
8
79
309
凌空天行 completed flight testing of Jindouyuan 筋斗云-400 Ramjet + Rotating Detonation engine. Took just 8 months from start of project to 1st flight. 3min test flight, performance was beyond expectations.> 400 kg thrust + Mach 4 cruising @ 20km altitude.Next step is to strap 2
9
63
318
Deepseek V3 is not a Sputnik moment. It is a nice moment for 1 Chinese AI company in a long journey. There are many other Chinese AI companies who will all do great innovation. 6th gen will lead to huge geopolitical implications. Will give PRC more leverage in talks w/ foreign.
11
33
312
Let’s be real here. Chinese companies are crushing foreign competition in China. If Starbucks or GM can’t make money in China, they will stop investing in China. China doesn’t have balance of payment or inflation issues.Domestic companies do all the investment China needs. Why.
🇨🇳#China's MofCOM announced that the amount of foreign direct investment (FDI) used from January to May was 412.51 billion yuan, -28.2% y/y, with the decline further widening compared to the first four months. The Ministry attributed the y/y decrease mainly to the "high base.
12
32
301
CAC (J36?) vs SAC 6th gen.Both huge nose, huge deep fuselage, large wings. J36 clearly designed for high speed cruising.Shocked by how thick SAC looks ->.Ultra long range, huge interior + large nose for powerful radar/EA, PTMS & computation. Tailless planform for all aspect VLO
7
28
311
The mobility & all terrain capabilities of Unitree robot dogs is unreal. I think they face serious competition in humanoid robots, but they have no competition in quadruped robots.
19
41
306
Reminder that BYD is building its largest R&D center + ESS industrial park in LongGang district of Shenzhen for 20B RMB. Expected to have over 10000 researchers here. This is 4th Industrial park that BYD is building in Shenzhen. PingShan is its HQ, research center & hi-end EV
6
70
303
Most impressive part of BYD's FY2023 report is R&D.It increased # of researchers from 69697 to 102844.# of PHDs up 169% YoY, # of masters up 203% YoY.# of bachelors up 30% YoY.# of researchers under 30 rose by 64%.R&D increased from 20B to 40B YoY.Per researcher up to 388k.R&D
7
80
300
Latest Tesla news out of China.GigaShanghai will cut production by 30%.Really affecting many suppliers in the area since Tesla is their largest customer.Aside from that, Tesla China also cutting personnel in many dept by 30-40%.All Tesla stores seeing cuts. I'm sure this will
20
73
290
Also blocking watch & ear buds from all govt + SOEs. IPhone gained 20m+ sales in China due to HW sanctions. Likely to reverse next yr. HW Mate 60 Pro+ allows sat phone + SMS via Tiantong & Beidou. iPhone can't compete against that + natsec + patriotism. Tech war getting uglier.
JUST IN: 🇨🇳 Apple lost $200 billion in market value over the past two days after China banned its government from using iPhones.
17
47
291
How BRI works. China wants access to Guinea's huge iron ore reserves. Guinean govt wants economic/infrastructure development. -> China builds rail from mine to main port.-> Utilize the huge deep sea port China helped Nigeria build to efficiently ship large containers to China.->
In the West African nation of Guinea, construction of a 650km railway to connect the Simandou iron ore mine to a new deep-water port in Matakong is underway. Guinea and China expedited the Simandou megaproject after China-Australia trade relations soured.
16
55
285
Biggest trend in industrial automation comes from China. Charlie Munger said to be impressed by the level of automation @ BYD. Chinese automakers very automated, but it goes beyond that. Chinese industrial robot density increased by 72% from 2019-21 while world increased by 25%
The global industrial automation market continues to be a growth story despite the ongoing geopolitical tensions and de-coupling from China. $BOTZ $ROBO
9
84
281
Notice how Spain did not vote for EU tariffs on Chinese EVs & CATL is now building a LFP plant there?.This is after Chery already starting its production in Spain. After several visits to China by Sanchez. Whereas no plant in Italy after Meloni's visit due to voting for tariffs.
#CATL and #Stellantis have reached an agreement to invest up to €4.1 billion in a joint venture to build a large-scale lithium iron phosphate (LFP) battery plant at @Stellantis ' Zaragoza site in Spain. Production is scheduled to start by the end of 2026, with a target capacity
8
47
293
Photos of BYD's Changzhou factory from 向北不断电. 1 of BYD's most automated factory given how new it is. Just 1 or 2 guys operating machines for most of process. Only final assembly & inspection needs more people. Factory workers/painters make ~7-8k/month.Engineers 15k. Sounds
6
50
287
Show this the next time someone complains of China's overcapacity.Both Japanese & European automakers produce more cars than China despite China being the largest auto mkt in the world.China does not have power to force foreign automakers to produce in China & export elsewhere
11
47
282
Key here is China is not allowing Chinese data out of China, so Tesla has to duplicate its AI investment in China w/ another data center. Key to AI is not computation power, but rather the data. It would be extremely foolish of Chinese govt to allow Tesla take data out of China.
$TSLA 🇨🇳.NEWS: Tesla is pushing ahead with plans to power the global development of its self-driving system with data from China that could be processed within the country, part of a strategic shift by elonmusk. As part of that effort, Tesla has been developing plans for a data
22
33
275
Personal Update:.I recently left my job in finance and have joined an AI startup. I'm very excited to move into this innovative field. And hopefully, I can learn many things on adopting AI to improve efficiency and automation in work place. And solve hallucination related issues.
31
10
279
China has a structural advantage in human capital, aerospace talent & work culture. China just operates at faster cadence. Not a problem more money can solve for America. Deep structural changes are needed or.Pick & choose resource allocation. You can’t compete against China.
I won't mention the 6th generation stealth fighter PRC just revealed, bc I'm sensitive to the mental health of certain retards. I will say that the reason they can do all this stuff is a combination of deep human capital (~RoW combined, increasing over next 20y), infrastructure.
14
36
285
Serious Q:.What if Deepseek’s true threat is Google rather than OpenAI?.I’ve been using its web search function since yesterday & it’s amazing. Did anyone ever ask Google how it was going to become profitable all those yrs while it was building mkt share?.
Am I hallucinating or is DeepSeek with Web Search just better than ChatGPT/Perplexity? Their chat product is really strong in my opinion, and it's completely free.
12
35
282
👇1st China shock.15 yrs ago, ppl thought China cannot innovate due to lack of democracy & rigid education system.US was ok w/ offshoring low-end mfg jobs to China in exchange for record profit, high stock px & low inflation. "2nd China shock" is China moving up the value chain.
Read @AaronFriedberg on the factors shaping Chinese President Xi Jinping’s economic policies—and how the United States and its allies can shield their own economies from Chinese mercantilism: .
5
55
279
Tip to EU:.China didn't subsidize its energy transition industry to win vs EU mfg. It did so for the far more important goals of energy security & independence. Go ahead & tariff Chinese as much as you want, but that won't stop China from replacing dirty energy w/ clean energy.
China tilting the field against EU manufacturers is not restricted to PVs or EVs. Hoekstra is worried that when it comes to electrolysers ( used to produce hydrogen) China is 'oversupplying them at ever-lower cost'. Even though the EU (DE!) is very innovative in this area. 3/
6
45
275
HW moving away from Android w/ HarmonyOS NEXT, making itself the 3rd fully independent OS after iOS & Android. -> allow Harmony code to be reduced by 40%.-> achieve better battery & usage perf even w/ less powerful & more energy consuming SoC. HW cultivated millions of devs &
6
60
269
Will DeepSeek be to LLM what Android became to OS world?.Much of current AI ecosystem is built around OpenAI due to 1st mover advantage. But DS has energized AI community. It has given power to all the AI enthusiasts to also share their research, insight, dataset & computation.
7
49
278
Last major tech hurdle for China is large transport aircraft and high bypass turbofan engine. Nothing stretches boundary of material science & precision manufacturing as this. C919 is now in service.CJ1000A will in a few yrs. Y20B is quite clearly now the most advanced large.
17
36
263