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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.
Gavekal Technologies: Briefing
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan
9 Feb 2026
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.
More research
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.
China’s Bet On The Electrotech Stack
Today's Gavekal Technologies Briefing explains that China's big bet on electrification is more than an energy strategy: it is an effort to create a new industrial ecosystem. China is creating an integrated network of related industries. Neither the US nor the Europe has come up with a convincing response.