Most recent
Gavekal Technologies: Chips
The AI Boom’s Critical Minerals Problems
Laila Khawaja
21 May 2026
The AI boom’s critical minerals problems; China gives warm welcome to AMD.
Gavekal Technologies: Briefing
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
20 May 2026
Donald Trump came to Beijing for his summit with Xi Jinping determined to secure a lot of business for American companies. Despite the positive vibes, the US and China are locked in an intense technology competition, with each side working to build up its own tech ecosystem while using export controls and investment restrictions to hold back the other's progress. In the first edition of a monthly webinar series by Gavekal Technologies, semiconductor/AI analyst Laila Khawaja and new energy analyst AJ Cortese join Arthur Kroeber to discuss the risks that lie ahead for tech companies trying to navigate the US-China rivalry.
Gavekal Technologies: Briefing
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Triumphant Technology, Murderous Market
Tom Hancock, Ernan Cui, AJ Cortese, Leonid Mironov
A Western Hemisphere Strategy For Rare Earths
Damien Ma, Tom Hancock, Laila Khawaja
China’s Supply-Chain Security Strategy
Arthur Kroeber, Laila Khawaja, Tom Hancock, Huang Shichan, AJ Cortese
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese
In Pharma, The US And China Need Each Other
Tom Hancock, Laila Khawaja, Huang Shichan
Gavekal Technologies: Chips
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Corporate America’s Beijing Shopping List
Laila Khawaja
Triumphant Technology, Murderous Market
Tom Hancock, Ernan Cui, AJ Cortese, Leonid Mironov
Arming Up For The Trump-Xi Summit
Laila Khawaja
A Western Hemisphere Strategy For Rare Earths
Damien Ma, Tom Hancock, Laila Khawaja
China Blocks Meta-Manus Deal
Laila Khawaja
Gavekal Technologies: New Energy
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
Triumphant Technology, Murderous Market
Tom Hancock, Ernan Cui, AJ Cortese, Leonid Mironov
Looking For Battery Life After LFP
Damien Ma, Laila Khawaja, AJ Cortese
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese