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Gavekal Technologies: Chips
A Western Hemisphere Strategy For Rare Earths
Damien Ma, Tom Hancock, Laila Khawaja
4 May 2026
Rare earths are sure to be on the agenda at the Trump-Xi summit in Beijing in mid-May. China’s chokehold over these specialty minerals continues to be its biggest source of leverage over the US. The US strategy is to build a China-free supply chain for rare earths and magnets. Unlike many Trump administration initiatives, the rare-earths industrial policy is disciplined and focused, and stands a good chance of success.
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: 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
Looking For Battery Life After LFP
Damien Ma, Laila Khawaja, AJ Cortese
Can The World’s Biggest Grid Get Smarter?
Damien Ma, AJ Cortese