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Gavekal Technologies: Chips
The US-China AI Race And Rare Earth Controls
Laila Khawaja
30 Oct 2025
Prominent voice in China urges rare earth controls on TSMC. Chinese view of Meta’s AI layoff. Chinese AI models expand influence in Africa.
Gavekal Technologies: Chips
Unpacking The Nexperia Dispute
Laila Khawaja, Tilly Zhang
24 Oct 2025
Understanding the Nexperia dispute, Beijing seeks sensitive trade data via probe, and robots are rising, again
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
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
China AI Finds The Money In Hardware
Tilly Zhang
Inside China’s AI Chip Hype
Laila Khawaja