Gavekal Technologies

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Huawei’s Triumph

Gavekal Technologies, Chips

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Huawei’s Triumph

Laila Khawaja
24 Jul 2025
Huawei regains the top spot in smartphone sales. The third IC fund gets ready for action. Pitfalls of semiconductor M&A.
Chinese View Of The H20 Ban Lift

Gavekal Technologies, Chips

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Chinese View Of The H20 Ban Lift

Laila Khawaja
17 Jul 2025
Chinese view on the H20 ban lift. Manus “decouples” from China. Beijing greenlights Synopsys-Ansys merger.

More research

Electricity, Chip Self-Reliance, EV Price Wars
Our analysts explain why China’s electricity dominance guarantees manufacturing dominance; what it will take for China to overcome its deep reliance on imported microchips; how electric vehicle makers will survive a vicious price war; and why Chinese humanoid robots are not ready for prime time. And a book review asks whether it is really true that the US is still the best in the world at deploying new technologies.
Huawei Faces Credibility Scandal
Huawei faces viral plagiarism allegations over AI model. Beijing takes measures to curb rare earth brain drain. And DeepSeek R2 delay is not due to US chip ban.
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China’s Bottleneck For Humanoids
Gavekal Technologies analysts attended a major humanoid expo in Hangzhou, where over 200 companies, including Tesla and Unitree, showcased their latest technologies. Despite the buzz, executives from various companies agreed that Chinese humanoid robots lack true intelligence and remain far from meaningful real-world applications. The key barrier is the underdeveloped “robot brain”—AI software essential for perception, decision-making, and adaptability.
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New Capital And Self-Sufficiency
China’s securities regulator loosened eligibility rules for the Chinese equivalent of Nasdaq, a move that should make it easier for startup semiconductor firms to list. And Beijing is accelerating its push for 100% self-sufficiency in automotive chips.
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Nurturing High-Tech Talents
Innovative research universities” emerge in China. Synopsys-Ansys deal looks dire amid US-China tensions. And China unveils world’s first fully-automated chip-design tool.
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Chokepoints And Workarounds
Ren Zhengfei explains Huawei’s tech breakthroughs. US-China framework offers no clarity on tech grand bargains. And Oppo is rumored to revive in-house chip development.
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