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Gavekal Technologies: Chips
China Blocks Meta-Manus Deal
Laila Khawaja
30 Apr 2026
China blocks Meta-Manus deal; US limits chip-tool sales to Hua Hong; domestic chips at Beijing Auto Show.
Gavekal Technologies: New Energy
Looking For Battery Life After LFP
Damien Ma, Laila Khawaja, AJ Cortese
27 Apr 2026
China’s undisputed leadership in batteries is the result of chemistry, notably its pioneering of the lithium-iron-phosphate cell. This "Goldilocks" battery will be around for a long time, but Chinese companies are also investing heavily in potential successor technologies—notably sodium-ion. If LFP ever does give way to another technology, odds are the producers will still be Chinese.
Gavekal Technologies: Briefing
China’s Supply-Chain Security Strategy
Arthur Kroeber, Laila Khawaja, Tom Hancock, Huang Shichan, AJ Cortese
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
Gavekal Technologies: Chips
On The Ground At China’s Tech Conferences (Part II)
Laila Khawaja
China’s Supply-Chain Security Strategy
Arthur Kroeber, Laila Khawaja, Tom Hancock, Huang Shichan, AJ Cortese
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
Gavekal Technologies: New Energy
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese