Most recent
Gavekal Technologies: Chips
Assessing Geopolitical Risks
Laila Khawaja
20 Nov 2025
US hawks target Alibaba over military ties. The Nexperia dispute’s supply chain effect. Applied Materials' China revenue warning.
Gavekal Technologies: Briefing
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
17 Nov 2025
Nearly three weeks after Presidents Donald Trump and Xi Jinping made nice in South Korea, the details of the US-China trade ceasefire are still being worked out. The main sticking point is Beijing’s licensing terms for exports of rare earth and other critical materials. Also in today’s Gavekal Technologies Briefing, we consider the possibility that the US might be able to break China’s rare-earths chokehold sooner than expected, and report on the Chinese pharma industry’s struggle to generate profits.
Gavekal Technologies: Briefing
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
The Contours Of Competition
Laila Khawaja, Damien Ma, Tilly Zhang, Tom Hancock
Economies Of Scale
Damien Ma, Laila Khawaja, Tom Hancock, Dan Wang
Gavekal Technologies: Chips
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
Understanding Export Controls And Loopholes
Laila Khawaja
Reading The US-China Trade Truce
Laila Khawaja
The Struggle For Technology Sovereignty
Laila Khawaja, Damien Ma, Tom Hancock
The US-China AI Race And Rare Earth Controls
Laila Khawaja
Unpacking The Nexperia Dispute
Laila Khawaja, Tilly Zhang