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
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.
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Gavekal Research
August 4, 2020
The Assault On Chinese Tech
After a whirlwind of negotiations, the US government may have succeeded in forcing the sale of TikTok’s US operations to a US company. The US earlier used national-security grounds to restrict the business of Huawei.
Ideas
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Gavekal Dragonomics
November 30, 2020
Huawei's Slow Strangulation
The US government’s August decision to deny Huawei access to every advanced chip in the world was a death sentence for the firm, but its execution has not been swift. In this report, Dan outlines the uneven effects of the decision on Huawei’s different business lines and explains why any solution to the firm’s troubles will have to be political.
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Gavekal Dragonomics
November 24, 2020
This Time Is Different For Industrial Policy
Chinese bureaucrats are now busily drafting plans to achieve self-reliance in high technology. But as Dan argues in this piece, this latest industrial-policy push will be different. Thanks to US restrictions on Chinese firms, notably Huawei, the private sector is already convinced that developing substitutes for imported technology is necessary.
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Gavekal Dragonomics
November 12, 2020
The Internet Is No Longer Exempt
Recent major regulatory actions have sent a strong message to Chinese internet companies: you’re not special anymore. In this report, Andrew, Dan and Ernan explain why anti-competitive practices, prudential risk and the pandemic are now prompting policymakers to regulate online firms on the same basis as their offline counterparts.