Dan Wang
Technology Analyst
Dan Wang writes on China's technology progress and the effects of US regulatory actions. In particular, he tracks China's semiconductor capabilities, US measures on CFIUS and export controls, supply chain relocation and broader Chinese industrial policy. He has given keynotes for organizations that include UBS, the Asia Society and the American Chamber of Commerce, and his work is widely cited in the press. Dan previously worked in Silicon Valley and studied philosophy at the University of Rochester.
Dan is also a contributor to Bloomberg Opinion and writes occasional essays on his personal site: danwang.co.
For Dan's article archive click here.
The Daily
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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.
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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.
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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
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Gavekal Research
June 17, 2021
Irresistible Force Vs. Immovable Object, Round Two
US policy on China is now defined by an acute tension between national security and business interests. In this report, Arthur and Dan explain how the Biden administration is navigating this tension, one which will be a permanent feature of the global landscape over the next decade.
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Gavekal Dragonomics
June 3, 2021
The Xinjiang Pressure Test
The US government’s criticism of China’s treatment of the Uyghur minority in Xinjiang, and China’s government’s tough response, is a very public test case for multinationals with China operations. They don’t want to take sides. But as Dan explains in this piece, foreign companies will, if forced to choose, move closer to the US position.
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Gavekal Research
May 13, 2021
The Future Of Chips Is Overcapacity
Semiconductors are tough to come by these days, and the shortage will be deep and long-lasting. Yet chips are about to turn into more of a commoditized product, just as companies make huge investments in production capacity and governments spend big to achieve self-sufficiency on national security grounds.