Most recent
Gavekal Technologies: Briefing
Rare Earth Dominance
Arthur Kroeber, Tom Hancock, Damien Ma
20 Oct 2025
The tensions over China’s new rare earth export controls may be abating, as Beijing and Washington try to get their trade talks back on track. But the fundamental problem remains: China has a lock on rare earth elements, and there is no easy way to break its chokehold. In this Briefing we revisit the reasons why. We also explain why China is the only country likely to solve the trilemma of making energy green, cheap and secure, and examine its aspirations in biomanufacturing.
Gavekal Technologies: Chips
Raising The Stakes For Trade Talks
Laila Khawaja
17 Oct 2025
Beijing probes Qualcomm. How to read China’s rare-earth controls. SiCarrier’s new release disappoints.
Gavekal Technologies: Briefing
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
The Power Of Politics
Laila Khawaja, Arthur Kroeber, Tilly Zhang, Wei He, Tom Hancock
Uneasy Chip Truce, Funding The VC State, Biotech Boom
Laila Khawaja, Tilly Zhang, Tom Hancock, Arthur Kroeber
Gavekal Technologies: Chips
Beijing’s Balancing Act
Laila Khawaja
Getting Industrial Policy Right
Arthur Kroeber, Laila Khawaja, Damien Ma, Tom Hancock
China AI Finds The Money In Hardware
Tilly Zhang
Inside China’s AI Chip Hype
Laila Khawaja
The Contours Of Competition
Laila Khawaja, Damien Ma, Tilly Zhang, Tom Hancock
The Signal From TikTok
Laila Khawaja