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Gavekal Technologies: Chips
China Regulates AI Companion Agents
Laila Khawaja, Huang Shichan
16 Jul 2026
On July 15, ByteDance and Alibaba removed their user-defined AI agent features from their chatbots Doubao and Qwen. The move is widely seen as a proactive compliance response to eliminate regulatory risk as user-created AI agents, which are large in number and fragmented in styles and functions, are difficult to review and continuously monitor.
Gavekal Technologies: Briefing
Five Questions On China Biotech
Tom Hancock, AJ Cortese, Huang Shichan
13 Jul 2026
Investors have cooled on China’s biotechnology sector, after a spectacular run-up in Hong Kong biotech stocks in early 2025. This is a needed correction: China’s biotech companies are technologically strong, but commercially immature. Also in today’s China Tech Brief: drones and EVs.
Gavekal Technologies: Briefing
The New Energy System Takes Shape
AJ Cortese, Arthur Kroeber
Tesla’s Two Way Bet In Physical AI
AJ Cortese, Tom Hancock
How The US Can Meet AI Energy Demand
AJ Cortese
The China Shock Comes For Asia
Tom Hancock
China’s Nuclear Spring
Damien Ma, AJ Cortese
China’s Export-Control Calculus
Tom Hancock, Laila Khawaja
Gavekal Technologies: Chips
Memory Shortage Hits Smartphones
Laila Khawaja
The New Energy System Takes Shape
AJ Cortese, Arthur Kroeber
CXMT Is Growing Fast, But Can’t Solve The DRAM Shortage
Laila Khawaja
Tesla’s Two Way Bet In Physical AI
AJ Cortese, Tom Hancock
Agentic AI’s Growing Pains
Huang Shichan
How The US Can Meet AI Energy Demand
AJ Cortese
Gavekal Technologies: New Energy
The New Energy System Takes Shape
AJ Cortese, Arthur Kroeber
Tesla’s Two Way Bet In Physical AI
AJ Cortese, Tom Hancock
How The US Can Meet AI Energy Demand
AJ Cortese
The China Shock Comes For Asia
Tom Hancock
China’s Nuclear Spring
Damien Ma, AJ Cortese
China’s Export-Control Calculus
Tom Hancock, Laila Khawaja