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Gavekal Technologies: Chips
Understanding Export Controls And Loopholes
Laila Khawaja
13 Nov 2025
Reality check of Beijing’s Nvidia chip ban. Chinese chip toolmaker fears a hawkish Tokyo. China’s rare earth controls remain potent
Gavekal Technologies: Chips
Reading The US-China Trade Truce
Laila Khawaja
7 Nov 2025
The Trump-Xi meeting produced a one-year trade truce, but the two sides appear misaligned on what was agreed. Washington claims Beijing will effectively eliminate its rare-earths and critical material controls, but Beijing signals only limited easing through softer enforcement, rather than a formal rollback. Moreover, Trump has repeatedly shown his willingness to redraw the lines of national security, leaving Beijing space to negotiate further concessions.
Gavekal Technologies: Briefing
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
Lessons In Economic Statecraft
Laila Khawaja, Arthur Kroeber, Tom Hancock
Gavekal Technologies: Chips
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
Rare Earth Dominance
Arthur Kroeber, Tom Hancock, Damien Ma
Raising The Stakes For Trade Talks
Laila Khawaja
Beijing’s Balancing Act
Laila Khawaja