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Gavekal Technologies: Chips
On The Ground At China’s Tech Conferences (Part I)
Laila Khawaja
9 Apr 2026
Gavekal Technologies attended several semiconductor and AI events in China, including Semicon China 2026. This is the first of a two-part series summarizing our key findings. This year’s events reflected a more balanced and pragmatic tone. While the official messaging emphasized global cooperation, Beijing is clear in its intent to build alternative technology paths independent of foreign technologies.
Gavekal Technologies: Briefing
In Pharma, The US And China Need Each Other
Tom Hancock, Laila Khawaja, Huang Shichan
6 Apr 2026
China’s effective use of its rare earths leverage has created a cottage industry of figuring out what the next chokepoint might be. Pharmaceuticals are a popular candidate but there is very little chance that Beijing will seek to weaponize pharmaceutical ingredients. China depends at least as much on the US for pharma inputs as the US relies on China.
Gavekal Technologies: Briefing
The Electric Vehicle Consolidation Challenge
Ernan Cui, Tom Hancock, Laila Khawaja
Will AI Supercharge The China Shock?
Laila Khawaja, Tom Hancock
US Biotech Is Safe From China (For Now)
Tom Hancock, Laila Khawaja
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan
The Lidar Revolution
Tom Hancock, Huang Shichan, Laila Khawaja
China’s Bet On The Electrotech Stack
Arthur Kroeber, Laila Khawaja, Thomas Gatley
Gavekal Technologies: Chips
Alibaba Has A New AI Chip
Laila Khawaja
China’s AI Compute Shortage
Laila Khawaja
The Electric Vehicle Consolidation Challenge
Ernan Cui, Tom Hancock, Laila Khawaja
Another Round Of Analog Chip Price Hikes
Laila Khawaja
China Targets Full-Chain Chip Breakthrough
Laila Khawaja
Will AI Supercharge The China Shock?
Laila Khawaja, Tom Hancock