tphuang ✓

@tphuang · America · joined 30 May 2009

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

37 363Followers

407Following

29 599Posts total

18.9KViews on collected posts

Latest posts

tphuang ✓@tphuang18 Sep

Light Truck NEV sales & penetration rate in August: We are comfortably in the high 30s% range & around 20k per month. Geely continue to lead the way overall, but Foton lead in August. Chery is also making a huge charge w/ 4th highest sales in August. BYD is around 8th. https://

321 views · 0 likes · 0 reposts · 1 replies Open on X →

tphuang ✓@tphuang18 Sep

This guy has no idea what he is talking about. Netherlands isn’t the same as US. Dutch do get a say in this. China is massively ramping up DUVi machines. There are so many layers to AI supply chain that these DC based tech restrictions clown types are too dumb to understand. 5.9K views · 111 likes · 6 reposts · 5 replies Open on X →

tphuang ✓@tphuang18 Sep

Zai is the most transparent & vocal of Chinese AI labs in their path toward RSI & autonomous AI. They bought a team a while back to help integrate domestic chips & this + 100k cluster & GLM-5.3 powered Infra Agent did the E2E optimization to enable 3.22x gain in Flash inference

4.5K views · 61 likes · 5 reposts · 4 replies Open on X →

tphuang ✓@tphuang18 Sep

Auto battery installation monthly in China. Even as NEV sales have reduced, the actual installation is up due to shift from PHEV/EREV to BEV & larger battery pack per vehicle. https://t.co/3I6hN9KWyw

1.9K views · 22 likes · 6 reposts · 2 replies Open on X →

tphuang ✓@tphuang17 Sep

Ascend Timeline - 2025/9 vs 2026/9 1Q+ jump in 960 availability Huge change in focus from FP8 -> FP4 FP4 used to be 2x FP8, now its 3-4x FP8 Big jump from 970 to 980 in memory speed (14.4 -> 38.4 TB/s) & interconnect speed (4.4 -> 8 TB/s) ofc the real big change is when 990 http

6.3K views · 106 likes · 19 reposts · 1 replies Open on X →

Against accounts of the same size

5 posts from the last 90 days, next to the 10K–100K follower range. shown to more people than peers of the same size.

Median views4 536this account924median for 10K–100K

Reach, %12.14%this account3.62%median for 10K–100K

Engagement, %1.58%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	4 536	924	4.91×
Reach (views ÷ followers)	12.14%	3.62%	3.35×
Engagement rate	1.58%	1.52%	1.04×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.3K17 Sep

1.9K18 Sep

4.5K

5.9K

321

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

2.02%17 Sep

1.58%18 Sep

1.54%

2.09%

0.31%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes77.9%300 in total

Reposts9.4%36 in total

Replies3.4%13 in total

Quotes0.3%1 in total

Bookmarks9.1%35 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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