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Gavekal Technologies: Chips
Reading The US-China Trade Truce
Laila Khawaja
7 Nov 2025
The Trump-Xi meeting produced a one-year trade truce, but the two sides appear misaligned on what was agreed. Washington claims Beijing will effectively eliminate its rare-earths and critical material controls, but Beijing signals only limited easing through softer enforcement, rather than a formal rollback. Moreover, Trump has repeatedly shown his willingness to redraw the lines of national security, leaving Beijing space to negotiate further concessions.
Gavekal Technologies: Briefing
The Struggle For Technology Sovereignty
Laila Khawaja, Damien Ma, Tom Hancock
3 Nov 2025
Netherlands-based and Chinese-owned chip firm Nexperia recently became collateral damage in the US-China tech rivalry, and the Dutch government’s seizure of the company is a belated effort to regain control of a strategic technology asset. After repeated false dawns, it now seems that China is on the verge of peaking its coal consumption, thanks largely to its investments in renewables. And Chinese biotech firms are racing ahead in trialing innovative new cell and gene therapies for cancer.
Gavekal Technologies: Briefing
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
Economies Of Scale
Damien Ma, Laila Khawaja, Tom Hancock, Dan Wang
Lessons In Economic Statecraft
Laila Khawaja, Arthur Kroeber, Tom Hancock
The Power Of Politics
Laila Khawaja, Arthur Kroeber, Tilly Zhang, Wei He, Tom Hancock
Gavekal Technologies: Chips
The US-China AI Race And Rare Earth Controls
Laila Khawaja
Unpacking The Nexperia Dispute
Laila Khawaja, Tilly Zhang
Rare Earth Dominance
Arthur Kroeber, Tom Hancock, Damien Ma
Raising The Stakes For Trade Talks
Laila Khawaja
Beijing’s Balancing Act
Laila Khawaja
Getting Industrial Policy Right
Arthur Kroeber, Laila Khawaja, Damien Ma, Tom Hancock