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Rui’s Substack

Substack
ruima.substack.com· irregular· Published 9 months ago

Rui's Substack offers first-hand reporting and analysis of Chinese technology, drawn from frequent trips, factory visits and long conversations with industry figures. Recent issues cover China's manufacturing base for energy technologies, a Chinese scientists' long-range tech forecast, and the comparative power constraints facing AI in China and the US.

chinese techchina manufacturingbattery manufacturingliyangai power demandchina ai chipshuaweichina investment tripssolid-state batterieschina energy transition
Platform
Substack
Frequency
Irregular
Latest issue
Jan 21, 2026
Language
English
Written for
Investors and executives tracking Chinese technology and energy markets
Tone
analytical
Tracked since
Oct 27, 2026

Website: https://ruima.substack.com