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Gavekal Technologies: Chips
China’s Vision For AI-Powered Manufacturing
Laila Khawaja
29 Jan 2026
Beijing wants AI to supercharge manufacturing; China sees record transformer export; Chinese humanoids seek money in rentals.
Gavekal Technologies: Briefing
The Lidar Revolution
Tom Hancock, Huang Shichan, Laila Khawaja
26 Jan 2026
Our lead article explains how Chinese companies have seized control of the market for lidar sensors, a key part of autonomous driving technology, through technical innovations that drove down cost and enabled economies of scale. Assisted and autonomous driving may advance more rapidly as a result. But Chinese lidar makers will remain reliant on a global supply chain.
Gavekal Technologies: Briefing
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
Webinar: Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
The Struggle For Technology Sovereignty
Laila Khawaja, Damien Ma, Tom Hancock
Gavekal Technologies: Chips
Beijing Accelerates Semiconductor Localization
Laila Khawaja
Manus AI’s Regulatory Odyssey
Laila Khawaja
China’s Bet On The Electrotech Stack
Arthur Kroeber, Laila Khawaja, Thomas Gatley
What To Watch In 2026
Laila Khawaja
Open Door And Chip Self-Sufficiency
Laila Khawaja
China’s Tech Power—And Its Limits
Laila Khawaja, Tom Hancock, Damien Ma