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Gavekal Technologies: Briefing
Will AI Supercharge The China Shock?
Laila Khawaja, Tom Hancock
9 Mar 2026
Most coverage of US-China AI competition assumes that the two countries are in the same race to build the best frontier AI model. But China is running a different race—to deploy artificial intelligence through its massive industrial system. The chances are that smart automation will entrench China’s dominance of global manufacturing, even if no Chinese AI model ever matches the top model from the US.
Gavekal Technologies: Chips
China Enriches Export Control Toolkit
Laila Khawaja
5 Mar 2026
Beijing debuts export control “watch list”; Chinese firms accelerate auto chip self-sufficiency; National IC Fund III invests in humanoids; implications of the US strike on Iran.
Gavekal Technologies: Briefing
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
China’s Tech Power—And Its Limits
Laila Khawaja, Tom Hancock, Damien Ma
Do Export Controls Work?
Laila Khawaja, Damien Ma, Tom Hancock
Gavekal Technologies: Chips
Washington’s AI Anxiety Rises
Laila Khawaja
US Biotech Is Safe From China (For Now)
Tom Hancock, Laila Khawaja
US (Briefly) Blacklists Chinese Firms
Laila Khawaja
Engineering An AI Nation
Laila Khawaja
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan
The US-China Space Race Intensifies
Laila Khawaja