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?
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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
March 22, 2021
What Strategic Competition Looks Like
Last week’s diplomatic meeting between China and the US was marked by harsh rhetoric as both sides used the event to signal toughness to their home audiences. In this report, Arthur and Dan outline what policy tools Beijing and Washington have at their disposal and why the Biden administration is struggling to articulate a clear China strategy.
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Gavekal Research
January 26, 2021
Supply-Chain Risks For The Covid Vaccine
The race to vaccinate the world in the wake of the Covid-19 pandemic will be one of the most complex projects ever attempted. Most developed economies aim to fully vaccinate their adult population by year’s end. Dan outlines the manufacturing and logistical challenges involved the vaccine rollout
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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.