tphuang @tphuang
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-
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The Beijing Humanoid Robot Innovation Center on Saturday unveiled the world’s first full-size humanoid robot, "Tiangong," which is entirely electrically powered, boasting a running speed of 6km per hour, and is poised for industrial applications. Standing at 1.63 meters tall and…
Carfans order status: As of 4/19 Li auto 23k, 13-14k last week, 10k for L6 BYD: 65k last week Aion 7k last week Tesla 37k, 12k last week, 8k after price drop Hima 16-17k, luxeed 2k , m9 2k last week Nio3.2 last week, et5 takes over50% Dena/xpeng/zeekr 2-3k all competition for…
Offshore wind farm will expand significantly in SCS in coming yrs Hainan govt has announced expanding from 11 to 18 wind farms (CZ1 to CZ18) Expect to install 24.9GW offshore turbine at depth of 8 to 100m & 10 to 106 km offshore As offshore & floating turbine tech improve, China…
China's first inland Hydrogen fuel cell powered container ship of 64TEU will be built for Jiaxing group Carries 2 240kW fuel cells & 600kg of H2 Displacement of 2000t, 64.9m long & 12.6m in beam Expects to have 380km range Expects to be launched by Oct & do routes of 120 km…
Has China developed Through Glass Via (TGV) tech for advanced packaging? Report of glass replacing silicon saving 50% in cost And drilling 1 million holes in nail sized wafer to connect & assemble complex ICs More on TGV 3dgsinc.com/products/custo…
Song L's ADAS version will be launched in June Will use Dipilot-100 like Han & Sea Lion 07 EV Expect close to 250k RMB Likely 11 camera, 5 MMW radar & 12 USS BYD is rolling out L2+ ADAS options pretty quickly in mass mkt models Supports HW NOA, APA, RPA, ILCA & AVP Basically…
Another good looking Humanoid robot by Stardust called Astribot S1 Established in Dec 2022 w/ just 6 core members Found Lai Jie was 1st employee @ Tencent's RoboticsX Expects to be commercialized this yr! Can fold clothes, sort items, cook, vacuum & stack cups As I said b4, the…
🇦🇪Strengthening EHang's presence in the UAE - Excited to announce our strategic collaboration with the Abu Dhabi Investment Office @InvestAbuDhabi and Multi Level Group at @Driftx_AD to drive eVTOL development in the UAE. Abu Dhabi is at the forefront of the innovative…
Posted my thoughts on Horizon and J6 family of chips tphuang.substack.com/p/horizon-robo… It has a great batch of initial customers from OEMs and Tier 1 suppliers
CATL has signed agreement w/ HW, Star Charge & others to build China's largest fast charging network CATL plans to build 10k+ fast charging stations across 100+ cities over next 2 yrs China has > 9 million chargers as of March, but many public ones are sub 100KW chargers
Toyota continues to increase its reliance on China Inc by forming partnership w/ Tencent for developing s/w (especially AI related) for its BZ-3C & BZ-3X models that target Chinese consumers Toyota is developing BZ-3C w/ BYD & BZ-3X w/ GAC It has also chosen HW to help w/ ADAS…
NIO & Lotus have formed cooperation on battery swapping tech Lotus is the latest Geely subsidiary/brand to sign up to NIO's battery swapping tech after Lynk, Zeekr, Polestar & Smart NIO has signed up Jiyue, SAIC GM & Deepa. I have yet to see a battery swapping model from Geely
Pony.ai, Toyota & GAC showcased their Platinum 4X Robotaxi concept car in Beijing auto show It uses Pony's 7th gen self driving tech Looking to commercially self-driving in Chinese cities w/ 1000s of these vehicles src ithome.com/0/764/150.htm
Lei Jun's bromance w/ WCF @ Beijing Auto Show Lei said BYD is important Xiaomi supplier for phone + EV & would like to expand cooperation I wonder if BYD will do more to integrate w/ different consumer electronic giants Connecting BYD infotainment to their phones & selling…
BYD officially unveiled Seal 06 DM-i @ Beijing Auto show, Ocean family twin of Qin L Similar dimensions, motor, top speed Also expected to use DM 5.0 tech Probably same DiLink & DiPilot platform You may ask why both Ocean & Dynasty series need 1 Unclear to me, but maybe BYD likes…
“Fashion is local, beauty is global”: In an exclusive interview with Bloomberg at Auto Beijing 2024, BYD Design Director Wolfgang Egger unveils the visionary design philosophy driving the stunning DENZA Z9GT. Discover how the design of BYD blends innovation, sustainability, and…
Ghana and China ink a deal for China National Nuclear Company (CNNC) to supply an HPR1000 reactor to Ghana (!) I knew this was working in the background, but I guess I never really expected it to happen for real... Great news for both countries. A 🧵 energynewsafrica.com/ghana-signs-de…
BYD unveils Ocean-M Hot Hatch Concept @ Beijing auto show Expecting to use all new EV platform New CTB + maybe 12-in-1 E platform? Projected to be 150-200k RMB segment & launch in Q3 Come in RWD & 4WD version src ithome.com/0/764/137.htm
Arnaud Bertrand @RnaudBertrand
215K Followers 1K Following Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8JaE Subscribe if you like what I write
Carl Zha @CarlZha
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Paul Triolo @pstAsiatech
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Zhao DaShuai 东北�.. @zhao_dashuai
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Taylor Ogan @TaylorOgan
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CnEVPost @CnEVPost
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People's Art of War �.. @pplsartofwar
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przidnt🥭 @przidnt1
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Maitreya Bhakal @MaitreyaBhakal
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Zichen Wang @ZichenWanghere
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David P. Goldman @davidpgoldman
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Alexandros Alexandrop.. @alex_epi_tria
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philipshu @Pengfei1984
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Mathew Carr @carrzee
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The Sirius Report @thesiriusreport
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Lei 𝕏ing邢磊 @leixing77
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Sheikh Zohaib 汤辰�.. @Sheikh__Zohaib
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C Nguyen @CNguyenEc
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Marc Andreessen 🇺�.. @pmarca
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24K Followers 2K Following Lived under white supremacist minority rule in HK. Woke up to 🇬🇧🇺🇸imperialism in 2014 with the 1st US-backed colour revolution. Unite the Global Majority ✊
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UBTECH Robotics @UBTECHRobotics
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Geely Group @GeelyGroup
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Kyle Chan @kyleichan
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MagicLab @MagicLab244144
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Gartner @Gartner_inc
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Xiaomi @Xiaomi
4.4M Followers 361 Following Get #XiaomiFanFestival2024 exclusive discounts. Visit: https://t.co/v5gD57oMcO
郭明錤 (Ming-Chi K.. @mingchikuo
162K Followers 196 Following 天風國際證券分析師，分享科技產業趨勢觀察與預測。TF International Securities analyst. Sharing observations and predictions of tech industry trends.
Christine Duhaime @cduhaime
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CNSA Watcher @CNSAWatcher
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RoboSense @RoboSenseLiDAR
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World Nuclear News @W_Nuclear_News
62K Followers 548 Following The latest nuclear power information, free every day. WNN is produced by the @WorldNuclear Secretariat.
John C. Dvorak @THErealDV0RAK
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42HOW @42how_
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Ziad Daoud @ZiadMDaoud
33K Followers 797 Following Chief Emerging Markets Economist at Bloomberg. Tweet mostly about economics and the Middle East. PhD @LSEEcon. Views are mine. الأحد بالعربي
The Driven @TheDriven_io
5K Followers 91 Following Welcome to Australia’s premier website for news and analysis about electric vehicles, and the transition to zero carbon, and quite possibly shared transport.
Shanghai Metals Marke.. @CnMetals
5K Followers 308 Following Shanghai Metals Market (SMM) is the leading metals information provider in China.
Meituan @meituan
3K Followers 73 Following Meituan is the leading #ecommerce platform for services in #China. We help people eat better, live better.
Carbon Brief @CarbonBrief
158K Followers 7K Following Award-winning journalism focused on #climatechange, science, energy and policy. Subscribe to our free newsletters: https://t.co/EdTgUmy74s
HiPhi Global @hiphi_global
2K Followers 33 Following HiPhi is a luxury intelligent electric vehicle brand powered by Human Horizons. Current model range: HiPhi X, HiPhi Y, HiPhi Z.
Leapmotor @Leapmotorglobal
20K Followers 12 Following LEAPMOTOR is a leading EV company prides on the comprehensive in-house capabilities in mastering core technologies.
EHang @ehang
17K Followers 262 Following EHang (NASDAQ: EH) is the world’s leading urban air mobility (UAM) technology platform company.
DJI @DJIGlobal
1.3M Followers 877 Following Official Twitter feed of DJI, the world leader in aerial and handheld cinematic solutions. Contact @DJISupport for customer support.
Hesai Technology @HesaiTech
227 Followers 111 Following The global leader in 3D lidar solutions. NASDAQ listed $HSAI
Bloomberg Green @climate
102K Followers 151 Following Get news on climate tech, science, clean energy, EVs, environmental policy, finance and greener living | ✉️ Subscribe at link in bio | Read: https://t.co/RoZimiNBuz
Ben Norton @BenjaminNorton
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