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Gavekal Technologies: Chips
The Successes And Failures Of US Export Controls
Laila Khawaja
4 Dec 2025
Since 2019, Washington has implemented a series of technology export controls on China with the broad objectives of slowing its ability to develop advanced AI and build an indigenous semiconductor ecosystem. The idea is to to protect US national security given AI’s dual-use nature, and to preserve US technological leadership. These measures take the form of country-wide and entity-specific restrictions. They cover exports of advanced chips, semiconductor manufacturing equipment and materials, and US-person support services, with extraterritorial reach for some items.
Gavekal Technologies: Briefing
Do Export Controls Work?
Laila Khawaja, Damien Ma, Tom Hancock
1 Dec 2025
China’s technology companies face two big external obstacles to progress. Semiconductor companies and AI developers have to deal with US export controls while electric vehicle and green energy companies are up against protectionist barriers. But how effective are these barriers really?
Gavekal Technologies: Briefing
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
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
Gavekal Technologies: Chips
China’s AI Views: Hype And Reality
Laila Khawaja
Assessing Geopolitical Risks
Laila Khawaja
The Rare Earths Tussle Continues
Arthur Kroeber, Damien Ma, Tom Hancock
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
Understanding Export Controls And Loopholes
Laila Khawaja
Reading The US-China Trade Truce
Laila Khawaja