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Gavekal Technologies: Chips
Washington’s AI Anxiety Rises
Laila Khawaja
26 Feb 2026
Trump resists calls for tougher restrictions on China tech; ByteDance expands AI hires in the US; India’s AI summit had little China; Xiaomi doubles down on indigenous efforts.
Gavekal Technologies: Briefing
US Biotech Is Safe From China (For Now)
Tom Hancock, Laila Khawaja
23 Feb 2026
Today in Gavekal Technologies Briefing we assess the growing fear in the US that its biotech industry is about to be overwhelmed by a flood of low-cost Chinese competition. The fear is overblown: the American edge in underlying innovation is solid, and US and European big pharma will reap most of the financial gains from the new drugs starting to come out of China. But to maintain its lead into the 2030s and beyond, the US biomedicine industry needs some serious regulatory reform.
Gavekal Technologies: Briefing
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
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
Gavekal Technologies: Chips
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
China’s Vision For AI-Powered Manufacturing
Laila Khawaja
The Lidar Revolution
Tom Hancock, Huang Shichan, Laila Khawaja