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Gavekal Technologies: Chips
CXMT Is Growing Fast, But Can’t Solve The DRAM Shortage
Laila Khawaja
2 Jul 2026
Changxin Memory Technologies' planned US$4–5bn Shanghai STAR Market IPO has raised concerns that China’s DRAM champion could flood the market with excess capacity and aggressive prices, but that risk looks overstated in the near term.
Gavekal Technologies: Briefing
Tesla’s Two Way Bet In Physical AI
AJ Cortese, Tom Hancock
29 Jun 2026
Tesla’s market capitalization is by far the biggest among global automakers, mainly because it has sold itself as a leader in AI—not just in cars, but for humanoid robots as well. To turn its AI vision into reality, it needs China. Its Shanghai gigafactory enabled Tesla to scale up electric vehicle production; to scale up robotaxis and humanoids, it will have to figure out how to operate in both the US and China even as the two countries wall off their AI ecosystems from each other.
Gavekal Technologies: Briefing
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
The Battery Design Battle
AJ Cortese
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
Gavekal Technologies: Chips
Agentic AI’s Growing Pains
Huang Shichan
How The US Can Meet AI Energy Demand
AJ Cortese
US Export Controls Frontier AI Models
Laila Khawaja
The China Shock Comes For Asia
Tom Hancock
Assessing The MATCH Act
Laila Khawaja, AJ Cortese
China’s Nuclear Spring
Damien Ma, AJ Cortese
Gavekal Technologies: New Energy
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
The Battery Design Battle
AJ Cortese
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese