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Gavekal Technologies: Chips
Open Door And Chip Self-Sufficiency
Laila Khawaja
18 Dec 2025
China plans new chip subsidies, top officials meet AMD chief and China sees rising chip exports
Gavekal Technologies: Briefing
China’s Tech Power—And Its Limits
Laila Khawaja, Tom Hancock, Damien Ma
15 Dec 2025
In 2025, the world learned to take China’s tech power seriously: the DeepSeek moment, the increased dominance of Chinese electric vehicles, a biotech boom and a trade surplus of over US$1trn all went to show that China is now a technological leader. Yet just as many used to underestimate China’s tech prowess, we are now at risk of exaggerating it. China’s strengths are real, but not unlimited. The theme of our final Briefing for this year is the constraints on Chinese technology power, in semiconductors, new energy and a wide range of sectors where catch-up is slow and global incumbents still enjoy many advantages.
Gavekal Technologies: Briefing
Do Export Controls Work?
Laila Khawaja, Damien Ma, Tom Hancock
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
The Struggle For Technology Sovereignty
Laila Khawaja, Damien Ma, Tom Hancock
Rare Earth Dominance
Arthur Kroeber, Tom Hancock, Damien Ma
Getting Industrial Policy Right
Arthur Kroeber, Laila Khawaja, Damien Ma, Tom Hancock
Gavekal Technologies: Chips
What The End Of The H200 Ban Means
Laila Khawaja
The Successes And Failures Of US Export Controls
Laila Khawaja
Do Export Controls Work?
Laila Khawaja, Damien Ma, Tom Hancock
China’s AI Views: Hype And Reality
Laila Khawaja
Assessing Geopolitical Risks
Laila Khawaja
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock