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Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
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No comments on Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 ReportMorgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese chip packaging and testing firms, recommending clients “buy packaging, buy testing, buy Chinese chips” while steering clear of traditional chip…
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How Serenity, the White-Haired Stock God, Moves Both US and China Markets
On June 7, 2026, an anonymous X account with an anime avatar posted a thread about glass substrate technology in semiconductor packaging. Within hours, a Chinese A-share stock called Vogel Optics (沃格光电, 603773) — which the account never mentioned by name — hit the 20% daily limit-up. The account’s handle…
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China Opens First Photonic Computing Lab to Sidestep US Chip Curbs
On June 11, 2026, Shanghai Jiao Tong University inaugurated the Shanghai Key Laboratory of Integrated Photonic Computing Chips and Systems — China’s first dedicated industry-academia platform for photonic computing. The lab’s director, photonics professor Zou Weiwen, described the mission plainly: photonic computing is “an important pathway for achieving breakthroughs in…
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China’s $295B AI Data Center Plan Squeezes Out Nvidia
On June 9, Bloomberg reported that Chinese government agencies have finalized a blueprint to spend approximately 2 trillion yuan ($295 billion) over five years on a nationwide network of interconnected AI data centers. The plan, coordinated by the National Development and Reform Commission (NDRC), is the largest single-government AI infrastructure…
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Dreame’s Downfall Exposes Flaws in China’s State-Backed Tech Funding
China’s rare earth export restrictions, imposed in April as retaliation against U.S. tariffs, have exposed a vulnerability that Western governments have talked about for a decade but done almost nothing to fix. The controls disrupted production at automakers, defense contractors, and electronics manufacturers worldwide, and even with the new U.S.-China…
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Ford CATL Battery Plant Shows China Grip on EV Supply Chain
In Marshall, Michigan — a town of 7,000 people about 100 miles west of Detroit — a $3 billion battery plant is rising from what used to be soybean fields. The factory, backed by Ford Motor Company and powered by licensed technology from China’s CATL, represents something the US-China relationship…
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Ford’s B CATL Battery Plant Reveals China’s Unbreakable Grip on EV Supply Chains
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In Marshall, Michigan — a town of 7,000 people about 100 miles west of Detroit — a $3 billion battery plant is rising from what used to be soybean fields. The factory, backed by Ford Motor Company and powered by licensed technology from China’s CATL, represents something the US-China relationship…
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China Builds Grid-Forming Renewable Project to Solve Stability
A 220 kV step-up substation in Zhangjiakou, Hebei Province, is entering the civil construction phase as part of China’s most ambitious effort to date to solve the grid stability problems created by large-scale renewable energy. The Zhangbei grid-forming renewable energy project, developed by State Grid Jibei Zhangjiakou Wind-Solar-Storage New Energy…
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China Rare Earth Dominance Exposed by Export Restrictions
China’s rare earth export restrictions, imposed in April as retaliation against U.S. tariffs, have exposed a vulnerability that Western governments have talked about for a decade but done almost nothing to fix. The controls disrupted production at automakers, defense contractors, and electronics manufacturers worldwide, and even with the new U.S.-China…
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Huawei HarmonyOS 7 Brings Agentic AI to Challenge Android
Huawei announced HarmonyOS 7 at its annual developer conference on June 12, pushing deeper into agentic AI as the company tries to build a mobile ecosystem that can stand on its own without Google’s Android. The update, which ships to devices starting in July, brings a 15% performance improvement and…
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Xiaomi Hits Record High as China Tech Stocks Rally on Trade Hopes
Chinese stocks rallied on Thursday as investors bet that easing trade tensions between Washington and Beijing would unlock a broader recovery in the country’s technology sector. Xiaomi shares jumped 5.7% to a record high of HK$72.85 in Hong Kong, leading a surge across Chinese tech names after the U.S. and…
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US and China Reach Trade Framework on Tariffs and Rare Earths
The United States and China reached a preliminary trade framework on June 11 after two days of talks in London, agreeing to roll back some of the tit-for-tat tariffs and export controls that have rattled global markets since April. The deal, announced by U.S. Commerce Secretary Howard Lutnick, includes what…
About
Alex Peregrine
Reflective Blogger
I build frontend experiences while exploring technology, business, and wellness, sharing insights that inspire innovation, growth, and balance.
📍New York, USA
Work Experience
Velora Labs
Frontend Developer
2021-present
Luxora Digital
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2019-2021
Averion Studio
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2017-2019
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