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Gavekal Technologies: Briefing
Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber, Laila Khawaja, AJ Cortese
20 May 2026
Donald Trump came to Beijing for his summit with Xi Jinping determined to secure a lot of business for American companies. Despite the positive vibes, the US and China are locked in an intense technology competition, with each side working to build up its own tech ecosystem while using export controls and investment restrictions to hold back the other's progress. In the first edition of a monthly webinar series by Gavekal Technologies, semiconductor/AI analyst Laila Khawaja and new energy analyst AJ Cortese join Arthur Kroeber to discuss the risks that lie ahead for tech companies trying to navigate the US-China rivalry.
Gavekal Technologies: Briefing
Constructive Stability, Or Uneasy Stalemate?
Arthur Kroeber, AJ Cortese, Tom Hancock
18 May 2026
The Trump-Xi summit in Beijing produced few specifics but did confirm that both leaders want to keep the relationship stable for the next few years. Whether this new equilibrium can last depends a lot on whether Trump can tame the hawkish sentiment on China that continues to percolate in Washington
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Triumphant Technology, Murderous Market
Beijing hosted the world’s biggest-ever auto show in late April. The expo confirmed that Chinese electric-vehicle makers are cementing their grip on the EV technology stack, from batteries to automated driving systems to manufacturing processes. As a result, foreign brands are shifting to all-Chinese component systems to stay competitive. The top Chinese brands are also leading a slow rationalization of the domestic market. But consolidation will be an agonizing process: several years of cutthroat competition and elusive profits lie ahead.
Looking For Battery Life After LFP
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.
Can The World’s Biggest Grid Get Smarter?
In the first issue of our new biweekly New Energy Insight, Damien Ma takes a close look at where the world’s biggest electricity system is headed. China’s grid is easily the best and most technically advanced in the world, but it is still plagued with problems: most important, that vast new quantities of wind and solar generation are not reliably connected.