tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
View on 𝕏Threads
BYD's ADAS unveiling is all encompassing: All models above 100k RMB will come standard w/ L2+ ADAS. Including: Qin L DM-i, Song Pro DM-i, Qin+ EV, Yuan Up, Seal 06 DM-i, Sea Lion 0...
IC/Semi has become China's 2nd largest export item by value w/ $159.5B (up 17% YoY, 7.5% of all mechanical/electrical export). IC remains top import item w/ $385.6B in total value...
Reminder that China achieved its current dominance in precious metals thru sustained R&D over 30 yrs. While Rare Earth is not rare, China's ability to mine, recover & process REE...
Is China becoming dominant in Biotech? Article on China Inc moving up value chain & now making new Drug discoveries https://t.co/YESRS5K76u 28% of trial starts are from Chinese com...
TechInsight has identified YMTC's new XTacking4.0 5th gen 2yyL chip to be most dense ever TLC (~20Tb/s) -> As dense as leading QLC product (which YMTC also leads) Comes after 160L...
TechInsight reveals that CXMT has already expanded production to 170k wpm after a very rapid expansion in 2023/2024. It was @ 70k wpm as recently as 2022. New Beijing fab will allo...
Sat photo from 004 test platform show mockups of J-15, J-35 & what appears to be SAC 6th gen. J-15 already has wide nose for 4th gen aircraft J-35 has much wider nose despite being...
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 &...
Dobot Robotics has now listed on HKSE https://t.co/OwFUmYS6aF It produces advanced robotics arms (like Magician series) that can pair w/ AI to do cool stuffs like making coffee. So...
Initial Look @ K9020 vs K9010 on Antutu Significant GPU, Mem & UX improvement due to upgrading from Maleeon 910 to 920 Score increased from 930k to 1.248m Big core frequency increa...
AECC showcased its Hybrid propulsion efforts including MW class Hybrid Electric Propulsion & propeller it is spinning Permanent Magnet Alternator 800kW Hybrid Turbo generator eVTOL...
@pretentiouswhat Kazatomprom warned delivery to Europe is getting too difficult & China is willing to buy everything they produce See below for transport routes to EU/US. W/ curren...