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Geely’s ‘One Geely’ Strategy Reshapes China’s Auto Giant
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No comments on Geely’s ‘One Geely’ Strategy Reshapes China’s Auto GiantLi Shufong consolidates the sprawling empire under a single listed platform On June 13, 2026, at the China Automotive Chongqing Forum, Geely Holding chairman Li Shufong announced plans to “orderly close, merge, or transfer redundant entities” within Geely Auto Group. The goal: consolidate all operations under Geely Automobile Holdings (HK:…
Samsung SK Hynix Race to Solve HBM5 Thermal Crisis for AI Chips
Memory makers spend billions on cooling as AI accelerators push power limits At COMPUTEX 2026 in Taipei June 2-5, Samsung unveiled its HBM5 mock-up alongside a new thermal architecture called HPB Heat Path Block. The technology creates dedicated thermal pathways within the memory stack. Samsung claims it can reduce thermal…
China’s Delete A Policy Costs Intel Billions in Revenue
Beijing’s push to replace foreign chips is hitting American chipmakers where it hurts China’s Ministry of Industry and Information Technology issued directives in early 2024 requiring the country’s largest telecom carriers — China Mobile, China Telecom, and China Unicom — to phase out foreign semiconductors from their network infrastructure by…
CATL’s Investment Empire: The Battery Giant Becomes a VC Powerhouse
Contemporary Amperex Technology is quietly building an investment portfolio worth tens of billions CATL, the world’s largest battery manufacturer, has evolved from a pure-play battery maker into one of China’s most aggressive corporate venture investors. In June 2026, the company’s investment arm has backed over 80 companies across the energy…
US-China Trade Truce Hangs in the Balance as July Deadline Looms
Both sides claim progress, but fundamental disagreements remain The one-year trade truce negotiated between Washington and Beijing in October 2025 is approaching its expiration, and the two sides have yet to agree on an extension. In a May 19, 2026 interview with Reuters, US Treasury Secretary Scott Bessent said the…
China Delete A Policy Costs Intel Billions in Revenue
Beijing push to replace foreign chips hits American chipmakers China Ministry of Industry and Information Technology issued directives in early 2024 requiring the country largest telecom carriers to phase out foreign semiconductors from their network infrastructure by 2027. The policy is now showing measurable financial results. Intel revenue from China…
DeepSeek and the Open-Source Strategy Reshaping China’s AI Industry
Chinese AI labs are betting that open models win the long game In January 2026, DeepSeek released DeepSeek-V3, an open-source large language model that matched or exceeded GPT-4o on most benchmarks while costing a fraction to train. The release sent shock through Silicon Valley — not because of the model’s…
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China Sets 40% Target for New-Energy Heavy Trucks by 2030
A new frontier for electrification opens up On June 13, 2026, China’s Ministry of Transport and Ministry of Industry and Information Technology jointly published a plan targeting 40% penetration of new-energy heavy-duty trucks by 2030. The plan envisions a fleet exceeding 1.6 million new-energy heavy trucks on Chinese roads within…
Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley semiconductor team made a striking call In a report published on June 5, 2026, Morgan Stanley 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 sectors facing cyclical headwinds.…
The Four-Layer Tariff Stack: What US Importers Actually Pay on Chinese Goods in 2026
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Understanding the tariff math that’s reshaping supply chains US tariffs on Chinese imports in 2026 are not a single rate — they’re a layered stack of up to four separate duties, each with its own legal authority, rate, and expiration date. For importers still running tariff models based on 2025…
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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
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Velora Labs
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Luxora Digital
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