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Gavekal Technologies: Chips
On The Ground At China’s Tech Conferences (Part II)
Laila Khawaja
23 Apr 2026
This report is the second part of the multi-part series summarizing the key findings from the many conversations Gavekal Technologies had with on-the-ground sources in China: Waiting for Nvidia chips; companies find new workarounds; China’s rising SSD star.
Gavekal Technologies: Briefing
China’s Supply-Chain Security Strategy
Arthur Kroeber, Laila Khawaja, Tom Hancock, Huang Shichan, AJ Cortese
21 Apr 2026
China would like the US to roll back its restrictions on semiconductor exports and the US would like China to loosen up rare-earth export licenses, but neither side is likely to oblige. Although its rare-earths card is solid for now, China is taking out some extra insurance with new regulations. In today’s China Tech Brief we assess their impact.
Gavekal Technologies: Briefing
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese
In Pharma, The US And China Need Each Other
Tom Hancock, Laila Khawaja, Huang Shichan
The Electric Vehicle Consolidation Challenge
Ernan Cui, Tom Hancock, Laila Khawaja
Will AI Supercharge The China Shock?
Laila Khawaja, Tom Hancock
US Biotech Is Safe From China (For Now)
Tom Hancock, Laila Khawaja
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan
Gavekal Technologies: Chips
China Strengthens Its Retaliation Toolkit
Laila Khawaja
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese
On The Ground At China’s Tech Conferences (Part I)
Laila Khawaja
In Pharma, The US And China Need Each Other
Tom Hancock, Laila Khawaja, Huang Shichan
Alibaba Has A New AI Chip
Laila Khawaja
China’s AI Compute Shortage
Laila Khawaja
Gavekal Technologies: New Energy
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese