Dan Wang
Technology Analyst
Dan Wang writes on China's technology progress. In particular, he tracks the prospects of China's industrial policy, US regulatory measures and the activities of multinationals in China. He has given keynotes for organizations that include UBS, the Asia Society and Stripe, and his work is widely cited in the press. Dan previously worked in Silicon Valley and studied philosophy at the University of Rochester.
Dan's essays have been published in Foreign Affairs and New York Magazine, and he is a contributor to Bloomberg Opinion. He writes occasional essays on danwang.co.
For Dan's article archive click here.
The Daily
-
Gavekal Research
March 2, 2021
Chips And Cross-Straits Tensions
Taiwan’s position at the core of the global semiconductor industry has never looked more secure: it is now the undisputed leader in advanced chip manufacturing. But does that success increase the risk of military aggression from China? In fact not. As Dan argues in this piece, semiconductors are not a plausible trigger for a hot conflict.
5 -
Gavekal Research
September 21, 2020
Caution Prevails In US Attack On Apps
Last month President Trump issued orders that threatened massive disruption to two of China’s biggest technology companies. But the Commerce Department’s final decision on WeChat was less extreme than feared, and Trump’s blessing of a deal to avert a ban on TikTok signals a promising shift in the political calculus.
-
Gavekal Research
August 18, 2020
A Death Sentence For Huawei
The US government has passed a death sentence on Huawei. The questions now are whether it will choose to suspend that sentence, and whether China will retaliate by punishing major US companies. The likely answers, says Dan, are no and no.
Ideas
-
Gavekal Dragonomics
November 19, 2021
Charging The Future
The world needs more batteries, both to power electric vehicles and store electricity for green power grids. China is in a prime position to meet that demand as it already commands a large majority of both current and planned production capacity. It is therefore probable that Chinese firms will be commanding leading positions in a decade’s time.
-
Gavekal Dragonomics
October 28, 2021
Venture Capital After The Tech Rout
China’s wave of regulatory actions against internet companies has left venture-capital and private-equity investors feeling on edge. While the new policy environment demands a rethink for investors, many believe they can still find promising investments. Of bigger concern is whether new regulations will make it harder to exit their positions.
-
Gavekal Dragonomics
October 12, 2021
The Sun King
As the US and Europe pursue more serious green agendas, they are wondering if they can wrest back production of solar power from China. The answer: probably not. China is not just the low-cost producer, but also the technological leader. In this piece, Dan explains why the global deployment of solar energy will depend heavily on China.