tphuang
@tphuang • 37,448 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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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.
tphuang833,987 次观看 • 1 年前
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
tphuang85,873 次观看 • 3 个月前
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.
tphuang121,913 次观看 • 1 年前
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.
tphuang92,928 次观看 • 11 个月前
Andy Xie understands China very well & he proposes certain areas that China can squeeze harder on US Inc in China if this gets uglier. Basically, he thinks China can live w/o America but not vice versa. This is not 2018 when China needed US chips & SMEs. To Chinese elites, chip war was a bigger shock to the system than the current trade war. China was not prepared in 2018 or 2022, but it is extremely prepared this time around. It might lose 0.5-1% in growth, but that's not a big deal in the overall scheme of things. China's tech sector cannot get crippled by further sanctions & that's why China can afford to play tough. If you do not understand this, then you are not fit to evaluate this entire tariff situation. China thinks America has very few card left, but it still has plenty of ways to hit back. These are not my sentiment. This is how China is thinking. If you don't like the message, don't attack me (the messenger).
tphuang84,278 次观看 • 1 年前
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
tphuang25,424 次观看 • 4 个月前
