Most recent
Gavekal Technologies: Chips
US (Briefly) Blacklists Chinese Firms
Laila Khawaja
19 Feb 2026
US briefly blacklists Chinese firms; moonshot AI targets overseas market; ByteDance self-develops AI chip.
Gavekal Technologies: Chips
Engineering An AI Nation
Laila Khawaja
12 Feb 2026
Beijing views AI as a transformative technology and aims to make compute a public utility to accelerate nationwide AI diffusion. To achieve this vision, it is coordinating a national megaproject to optimize compute and energy resources, and building a unified computing network to enable centralized monitoring and scheduling.
More research
Beijing’s ‘New Energy System’
In today’s Gavekal Technologies Briefing we explain China’s ambitious plan to become an electricity superpower. Major investments and policy reforms aim to make electricity the nation’s top source of energy, and renewables the top source of electricity. A clean electricity-based economy could give China a global edge.
The US-China Space Race Intensifies
The US-China space race intensifies; Chinese firms scramble for Nvidia’s H200 chips; Chinese memory makers expand capacity; Beijing wants more drones in agriculture.
China’s Vision For AI-Powered Manufacturing
Beijing wants AI to supercharge manufacturing; China sees record transformer export; Chinese humanoids seek money in rentals.
The Lidar Revolution
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.
Beijing Accelerates Semiconductor Localization
Chinese customs block Nvidia’s H200; China’s analog industry consolidates; Beijing wants more domestic chip tools.
Manus AI’s Regulatory Odyssey
Beijing reviews Meta-Manus deal; China seeks closer chip ties with South Korea; House passes bill to close chip loophole.