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tphuang

@tphuang • 36,214 subscribers

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn

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东方空间/Orienspace's 引力一号/Gravity-1 Y4 launched from sea platform in East China Sea out from Shanghai. 9 sats were launched Gravity-1 has 6.5t LEO capacity. next milestone will be liquid fueled Gravity w/ 21.5t reusable capacity to LEO Bringing it to Falcon 9 class in lift.

东方空间/Orienspace's 引力一号/Gravity-1 Y4 launched from sea platform in East China Sea out from Shanghai. 9 sats were launched Gravity-1 has 6.5t LEO capacity. next milestone will be liquid fueled Gravity w/ 21.5t reusable capacity to LEO Bringing it to Falcon 9 class in lift.

23,052 Aufrufe

Robotic hand w/ 15 DOF This is more advanced than anything I have seen up to this point

Robotic hand w/ 15 DOF This is more advanced than anything I have seen up to this point

127,992 Aufrufe

This is different. 上纬新材 w/ world's 1st transformational humanoid/dog robot.

This is different. 上纬新材 w/ world's 1st transformational humanoid/dog robot.

13,259 Aufrufe

Mate80 launch event will be 11/25 Will start taking pre-order @ 12:08 PM. so any moment now @ HW Mall, stores & authorized retailers. Expected to come w/ K9030 (major upgrade expected), 20GB+ DRAM, 3D face recognition & setting new standard for domestic mfg process & performance Mate X7 will also be launched. Hype around K9030 & M80 has been really something else over the past wk. Many excited ppl.

Mate80 launch event will be 11/25 Will start taking pre-order @ 12:08 PM. so any moment now @ HW Mall, stores & authorized retailers. Expected to come w/ K9030 (major upgrade expected), 20GB+ DRAM, 3D face recognition & setting new standard for domestic mfg process & performance Mate X7 will also be launched. Hype around K9030 & M80 has been really something else over the past wk. Many excited ppl.

18,819 Aufrufe

Hainan commercial space launch site is an important place. They expect to do 20-30 launches here next yr w/ eventual goal of 100 launches/yr. It's had 7 launches from the 2 launchpads that are in operation. China's multiple constellation project likely depend rely on this

Hainan commercial space launch site is an important place. They expect to do 20-30 launches here next yr w/ eventual goal of 100 launches/yr. It's had 7 launches from the 2 launchpads that are in operation. China's multiple constellation project likely depend rely on this

10,305 Aufrufe

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May 1st celebration in Chongqing. Drone Swarm returning to nest after performing. This is something to behold.

May 1st celebration in Chongqing. Drone Swarm returning to nest after performing. This is something to behold.

1,231,530 Aufrufe • vor 4 Monaten

CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h, wheels are retracted and vehicle is suspended as it moves along.

CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h, wheels are retracted and vehicle is suspended as it moves along.

4,152,297 Aufrufe • vor 1 Jahr

Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from 094 submarines & JL-1 from H-6N i don't care much abt nukes, so this is more for the DC policy makers.

Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from 094 submarines & JL-1 from H-6N i don't care much abt nukes, so this is more for the DC policy makers.

833,987 Aufrufe • vor 1 Jahr

UbTech's full sized U1 bionic humanoid robot. 2700 pre-orders already after 6 days on JD. I'm honestly a little scared by this.

UbTech's full sized U1 bionic humanoid robot. 2700 pre-orders already after 6 days on JD. I'm honestly a little scared by this.

207,043 Aufrufe • vor 2 Monaten

China's largest seawater desalination testing facility has completed testing of 1st batch of domestically produced positive-displacement rotor type energy recovery devices. China currently produces > 3mt of fresh water/day via desalination, growing 10-15% per yr. Goal here is just to get the cost down for further deployment & for export globally

China's largest seawater desalination testing facility has completed testing of 1st batch of domestically produced positive-displacement rotor type energy recovery devices. China currently produces > 3mt of fresh water/day via desalination, growing 10-15% per yr. Goal here is just to get the cost down for further deployment & for export globally

85,873 Aufrufe • vor 1 Monat

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 mind blowing. The existing real estate is already larger than any Tesla Gigafactory & this expansion makes the existing plant look small. What will BYD be building here? Will it be hiring all the workers that get displaced from Foxconn factory nearby? What a company.

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 mind blowing. The existing real estate is already larger than any Tesla Gigafactory & this expansion makes the existing plant look small. What will BYD be building here? Will it be hiring all the workers that get displaced from Foxconn factory nearby? What a company.

457,677 Aufrufe • vor 1 Jahr

Xiaomi O100 AI chip Uses W2W hybrid bonding on 6nm process that stacks 2 memory wafers on top of a NPU wafer. 1.4 µm HB pitch & 0.7 µm diameter allowing for 2.58m physical interconnect pts. 14 NPU cores, 330 TOPS & 1.22 TB/s high speed memory This bonding process seems to use the same advanced packaging partner as HW (likely JCET or Tongfu) Also interesting it uses 6nm process I don't think SMIC N+3 is mature enough for larger die yet, so this is likely TSMC or Samsung. Note that w/ hybrid bonding, you actually don't need or maybe even don't want to use the latest process due to still having to resolve thermal mgmt issues.

Xiaomi O100 AI chip Uses W2W hybrid bonding on 6nm process that stacks 2 memory wafers on top of a NPU wafer. 1.4 µm HB pitch & 0.7 µm diameter allowing for 2.58m physical interconnect pts. 14 NPU cores, 330 TOPS & 1.22 TB/s high speed memory This bonding process seems to use the same advanced packaging partner as HW (likely JCET or Tongfu) Also interesting it uses 6nm process I don't think SMIC N+3 is mature enough for larger die yet, so this is likely TSMC or Samsung. Note that w/ hybrid bonding, you actually don't need or maybe even don't want to use the latest process due to still having to resolve thermal mgmt issues.

10,445 Aufrufe • vor 9 Tagen

Video from supply chain on the systems used in landing, including these legs handling the landing impact of the rocket. These are designed to last 20x landing. Goal is to have capacity for 200 legs supporting 50 rockets every yr (10 to 20 per month)

Video from supply chain on the systems used in landing, including these legs handling the landing impact of the rocket. These are designed to last 20x landing. Goal is to have capacity for 200 legs supporting 50 rockets every yr (10 to 20 per month)

13,755 Aufrufe • vor 13 Tagen

I don't think we have really fully appreciated all the possible humanoid robot applications.

I don't think we have really fully appreciated all the possible humanoid robot applications.

159,091 Aufrufe • vor 9 Monaten

Speaking of robots, we now have more cleaning robots in parks in Beijing. More than just cleaning sidewalks but also cleaning up lakes & ponds.

Speaking of robots, we now have more cleaning robots in parks in Beijing. More than just cleaning sidewalks but also cleaning up lakes & ponds.

26,549 Aufrufe • vor 1 Monat

BYD Zhengzhou factory's dramatic expansion as photographed by ChangGuang's Jilin-1 constellation. Notice how quickly it sprung up & the international land port that was built at the same time. You can get a sense of the whole factory size by the land port size.

BYD Zhengzhou factory's dramatic expansion as photographed by ChangGuang's Jilin-1 constellation. Notice how quickly it sprung up & the international land port that was built at the same time. You can get a sense of the whole factory size by the land port size.

130,594 Aufrufe • vor 8 Monaten

Zhengzhou super computing center came online in Apr w/ a 60k+ card cluster built by Sugon. It has now been expanded to over 100k+ card. This is the largest cluster in supercomputing web platform using domestic AI chips.

Zhengzhou super computing center came online in Apr w/ a 60k+ card cluster built by Sugon. It has now been expanded to over 100k+ card. This is the largest cluster in supercomputing web platform using domestic AI chips.

28,416 Aufrufe • vor 1 Monat

While most Vietnam visitors into China are probably checking out Yunnan via train, this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese, Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically, a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America, you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their cities to Miami. People w/ money buy homes in Miami. And business open their US branch in Brickell. If there is 1 city in China that could probably have that kind of magnetism for surrounding Asian population, that would be Shanghai. Shenzhen is more technologically advanced, but ppl are workaholics. Beijing is too political & far north. Chongqing is too inland & probably not as fashionable. Shanghai checks all the boxes.

While most Vietnam visitors into China are probably checking out Yunnan via train, this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese, Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically, a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America, you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their cities to Miami. People w/ money buy homes in Miami. And business open their US branch in Brickell. If there is 1 city in China that could probably have that kind of magnetism for surrounding Asian population, that would be Shanghai. Shenzhen is more technologically advanced, but ppl are workaholics. Beijing is too political & far north. Chongqing is too inland & probably not as fashionable. Shanghai checks all the boxes.

121,832 Aufrufe • vor 11 Monaten

BYD showcasing its magic blade 2.0 battery using 2nd gen lightning charging. Under regular condition, it charges from 10 to 70% in 5 min & 10 to 97% in 9 min! Under -20 C/extreme cold after 24 hr freeze, it can still charge from 20 to 97% in 12 min! Unbelievable!

BYD showcasing its magic blade 2.0 battery using 2nd gen lightning charging. Under regular condition, it charges from 10 to 70% in 5 min & 10 to 97% in 9 min! Under -20 C/extreme cold after 24 hr freeze, it can still charge from 20 to 97% in 12 min! Unbelievable!

70,687 Aufrufe • vor 6 Monaten

HW unveils HarmonyOS for PC Integrates AI, communication, security & smoothness 1st product to be launched on 05/19 Supports QQ, WPS, DingTalk, Tencent Video, QQ Music, games & much more Allows seemly integration w/ phone, pad & other Harmony devices

HW unveils HarmonyOS for PC Integrates AI, communication, security & smoothness 1st product to be launched on 05/19 Supports QQ, WPS, DingTalk, Tencent Video, QQ Music, games & much more Allows seemly integration w/ phone, pad & other Harmony devices

145,132 Aufrufe • vor 1 Jahr

China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time, waste separating center will be able to find use for greater % of waste -> less left for burning. All the old buried trash will eventually be used up. And then, China's overcapacity in trash treatment can finally result in some plant closures.

China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time, waste separating center will be able to find use for greater % of waste -> less left for burning. All the old buried trash will eventually be used up. And then, China's overcapacity in trash treatment can finally result in some plant closures.

92,914 Aufrufe • vor 9 Monaten

Cute things you see in nature from drones flying overhead. Somehow elephants look smaller here

Cute things you see in nature from drones flying overhead. Somehow elephants look smaller here

10,315 Aufrufe • vor 20 Tagen

Big moment today as Long March 10B achieved China's first ever controlled rocket recovery & did it at the sea no less. Is Landspace & ZQ-3 next?

Big moment today as Long March 10B achieved China's first ever controlled rocket recovery & did it at the sea no less. Is Landspace & ZQ-3 next?

20,180 Aufrufe • vor 1 Monat

While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots, Unitree dogs are hauling around 250 kg payload. It's amazing to see BD give up its 1st mover advantage.

While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots, Unitree dogs are hauling around 250 kg payload. It's amazing to see BD give up its 1st mover advantage.

92,396 Aufrufe • vor 1 Jahr

As BOE put China's 1st 8.6 Gen AMOLED line into production in Chengdu w/ 32k wpm, CCTV reports on China's growing Display industry. 2025 output - 800B RMB, 54% global share. Chengdu area cluster generated 109B RMB. China is still behind Samsung in OLED, but it's rapidly catching up w/ this latest AMOLED investment

As BOE put China's 1st 8.6 Gen AMOLED line into production in Chengdu w/ 32k wpm, CCTV reports on China's growing Display industry. 2025 output - 800B RMB, 54% global share. Chengdu area cluster generated 109B RMB. China is still behind Samsung in OLED, but it's rapidly catching up w/ this latest AMOLED investment

25,424 Aufrufe • vor 2 Monaten