Kyle Chan's analysis reveals a significant shift in global technology flows, with Western firms increasingly engaging with Chinese innovations, challenging traditional geopolitical frameworks.
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Kyle Chan is the author of High Capacity, a Substack publication focused on industrial policy, clean technology, electric vehicles (EVs), infrastructure, and development, particularly in China and India. The publication has over 4,000 subscribers.
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China has announced a significant expansion of its export control framework, establishing extraterritorial jurisdiction over products containing at least 0.1% rare-earth materials from China. This move is seen as a response to US ...
Georg Stieler discusses the transformation of China's robotics industry, the shift of expertise from the West, and the future of automation and humanoid robots.
6.4Does China care about AGI?
2026-02-15 • technology agi china us policy ai
The post explores the contrasting approaches of China and the US towards AI and AGI, highlighting China's focus on practical applications over a competitive race for AGI.
The podcast explores China's rapidly evolving autonomous vehicle industry, highlighting government support, company strategies, and the competitive landscape in the robotaxi market.
Despite political efforts to decouple, the US and China are increasingly reconnecting through trade and technology partnerships across various sectors.
Grace Shao explores the diverse AI strategies of China's tech giants and the geopolitical implications of their rapid advancements in AI agents and hardware.
Chinese EV makers are revolutionizing the auto industry with advanced technology and unique features, aiming to penetrate the U.S. market despite existing barriers.
The article discusses the implications of U.S. export controls on AI chips to China, arguing that poorly calibrated controls may inadvertently benefit Chinese chipmakers like Huawei. It highlights the preference of Chinese tech co...
The report discusses China's strategic efforts to establish itself as a global leader in artificial intelligence (AI) by 2030, focusing on building a resilient AI industry that enhances productivity across various sectors. It high...
The article discusses the current state of AI agents, highlighting their impressive capabilities in specific tasks like coding and math but noting their limited real-world applications. Despite advancements, AI is primarily used f...
0Chinese industrial maximalism: Lu Feng
2025-06-19 • innovation geopolitics china us
Lu Feng, a renowned professor at Peking University, presents a theory of 'Chinese industrial maximalism' in a recent interview. He argues that China needs more industrial development, not less, to advance scientific and technologi...
0My New York Times piece on China and the US
2025-05-19 •
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0Huawei the Hydra
2025-05-02 • technology china us-china relations huawei
The text discusses Huawei's role in China's industrial policy, focusing on Eva Dou's book House of Huawei. It highlights Huawei's rise, its role in China's Digital Silk Road Initiative, and its global expansion. The text also delv...
The US and China are in a cold war, not a trade war, with a global contest of power playing out along every dimension. Both sides are searching for any tool, any weapon, any piece of leverage they can use against the other. Every ...
0The China Shock revisited
2025-04-08 • us and uk economy manufacturing
The China Shock paper estimated that the US lost nearly 1 million manufacturing jobs from 1999 to 2011 due to a surge in Chinese imports. However, the impact of rising Chinese imports on US manufacturing jobs was far from the main...
0Chinese semiconductors and alternative paths to innovation
2025-03-19 • technology innovation software packaging japan united states memory silicon valley semiconductor automotive industry china industrial policy computer chips market power consumer electronics and tech gadgets cmos value chain economic sectors industrial co-evolution
The text discusses the importance of traditional chips in the semiconductor industry, focusing on China's expansion in the traditional chip sector. It highlights the significance of traditional chips in technological innovation an...
Chinese companies are building factories around the world to create new global supply chains, circumvent tariffs, and secure access to markets. Beijing is trying to shape the global expansion of Chinese manufacturers, encouraging ...
The text discusses how foreign firms in China agree to a Faustian bargain, where they profit from selling to China's market in the near term but build up their future Chinese competitors in the long run. It highlights the delibera...
0China's overlapping tech-industrial ecosystems
2025-01-22 •
China has developed multiple tech-industrial ecosystems that overlap in terms of the firms and technologies involved. The country's strength across multiple overlapping industries creates a compounding effect for its industrial po...
Trump's second administration is expected to bring a more direct embrace of tariffs as an economic policy tool, driven by his belief that tariffs are good for the US economy. The US-China trade war has revealed the lopsided power ...
The US and China are increasingly seeing each other as direct economic competitors, fighting for slices of the same pie. Both countries are reaching deep into their economic toolkits to outcompete each other, using old and new too...
0"Managed competition" in China's state firms
2024-06-21 •
The text discusses China's state-owned enterprises, highlighting their importance in the country's economy and their role in strategic industries. It explains that Chinese SOEs are misunderstood and have become incredibly profitab...
0India needs a national bullet train system
2024-06-07 •
India is the perfect country for a national high-speed rail (HSR) system due to its high population density, geographic proximity of its megacities, and rapidly growing middle class. The existing railways are congested, and India ...