Ray Wang (@rwang07) / X

Ray Wang

30.8K posts

Ray Wang

@rwang07

Analyst @SemiAnalysis_ / fundamental research on AI infra/semis. "when your motivation runs low, your discipline takes over"

Seoul, South Korea

Joined February 2017

Ray Wang
@rwang07
Apr 26, 2025
REPORT: Walmart and Other U.S. Retailers Reportedly Notify Chinese Suppliers to Resume Shipments But Tariffs Cost Will be on U.S. Firms. Several Chinese exporters said that major U.S. retailers, including Walmart, have informed some Chinese suppliers to resume shipments after
1.5M
Ray Wang
@rwang07
Jan 25, 2025
China's New AI Industry Development Action Plan (中国银行支持人工智能产业链发展行动方案) Will Provide 1 trillion yuan ($ 137 billion) to support its AI industry over the next five years 🇺🇸🇨🇳 This might be the most important Chinese AI policy initiative in 2025 so far. /1
1.1M
Ray Wang
@rwang07
Jul 31, 2024
Drones and China.
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Ray Wang
@rwang07
May 20, 2025
Report: Malaysia becomes the first country outside China to deploy Huawei chips (likely Ascend GPUs), servers, and DeepSeek's LLM. Malaysia has officially launched the Strategic Artificial Intelligence (AI) Infrastructure, becoming the first in the region to activate a
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Ray Wang
@rwang07
May 1, 2025
Must-Read: Nvidia CEO Jensen Huang's Remark on House Foreign Affairs Committee Today: "But we are at an inflection point; the United States needs to decide if it is going to continue to lead the global development and deployment of AI or if we are going to retreat and retrench.
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Ray Wang
@rwang07
Feb 17, 2025
Huawei and BYD Shine in Meeting with Xi today. Seating arrangements hold significant importance in Chinese culture, especially at high-profile events like this. Typically, the more central your position and the closer you are to the most senior figure in the room, the greater
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Ray Wang
@rwang07
Sep 3, 2025
The Information: " $GOOGL recently approached small cloud providers that primarily rent out $NVDA chips about also hosting $GOOGL TPU in their data centers, according to seven people who have been involved in the talks." $GOOGL has reached an agreement with at least one of the
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Ray Wang
@rwang07
Feb 4, 2025
BIG: China Launches Antitrust Investigation on Google! This comes at a time when the U.S. is prepared to impose 10% tariffs on China and launch a new round of export controls in limiting the export of Nvidia's H20 to China
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Ray Wang
@rwang07
Apr 26, 2025
REPORT: China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10 China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core
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Ray Wang
@rwang07
Apr 28, 2025
Wow. REPORT: China bans export of Korean goods containing its rare earth metals to US The Chinese government has warned South Korean companies of retributions for exporting any product containing its critical metals to US military contractors, a move expected to take a toll on
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Ray Wang
@rwang07
May 22, 2025
Morgan Stanley analyst  Adam Jonas (cover Tesla) argues that “China may have already won the EV battle,” pointing to Xiaomi’s new SU7, which he dubs an “electric Ferrari at a Volkswagen price.” This is probably the most blunt equity research I have read this week, and he
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Ray Wang
@rwang07
Apr 12, 2025
BIG: U.S. Customs and Border Protection Releases Detailed Guidelines on Tariff Exemptions for Select Products — Including Semiconductors, Electronic Devices, and AI Servers (See HS Codes Below). *As long as the exported product to U.S. aligned with the HS code below, the tariffs
620K
Ray Wang
@rwang07
Aug 18, 2024
Global Chip Investment 👇 bloomberg.com/news/features/…
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Ray Wang
@rwang07
Apr 26, 2025
Replying to @rwang07
*by U.S. buyers (headline)
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