Dan Wang
Technology Analyst
Dan Wang writes on China's technology progress and how it's affected by US sanctions. In particular, he tracks China's semiconductor capabilities, US measures on CFIUS and export controls, Huawei's ongoing struggles, supply chain relocation, and broader Chinese industrial policy. His work is widely cited in 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
September 9, 2020
The Open-Source Moment Arrives
Most of the US government’s efforts to hinder China’s technological progress have focused on hardware, mainly semiconductors. But software is also now a front in the US-China tech conflict. As Dan explains in this piece, those tensions could make open-source software, which is free from most legal restrictions, even more globally important.
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Gavekal Dragonomics
September 3, 2020
Restraint And Retaliation
As the US government has rolled out ever more actions targeting Chinese firms, China has exercised restraint and has mostly opted not to retaliate in kind. As Dan explains, the government is taking the long view on the economy rather than pandering to nationalist outrage. But China is also developing legal tools that could be used to hurt US firms.
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Gavekal Dragonomics
August 21, 2020
Climbing Up The Smartphone Smiling Curve
Chinese advances in hardware technology have increased the country’s contribution to the global smartphone supply chain. In this report, Dan explains how Chinese firms have increased their value-added in both innovation and branding. Now, he suggests, the main headwinds for Chinese smartphones are no longer technological, but geopolitical.