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
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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 Dragonomics
August 20, 2021
Building A Science Superpower
As China’s global rivalry with the US intensifies, it has focused strongly on improving science and technology. This push is not just about prestige, but also reflects a recognition that it can’t always lag behind the US in creating novel ideas. For this piece, Dan interviewed 22 scientists to evaluate the capabilities of China’s science system.
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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.