High Capacity

High Capacity

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Chinese semiconductors and alternative paths to innovation
Faced with tech restrictions, China is searching for new ways to push ahead on semiconductors. Finding such alternative routes could help China…
 • 
Kyle Chan
, 
Thomas des Garets Geddes
, and 
Daniel Crain
4
China is trying to reshape global supply chains
China is using "industrial diplomacy" and technology controls to create new China-friendly global production networks centered around China.
 • 
Kyle Chan
9
China's Faustian bargain for foreign firms
Why do foreign companies agree to work with China and build up their future Chinese competitors?
 • 
Kyle Chan
9
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing…
 • 
Kyle Chan
29
Beijing braces for impact: What Trump 2.0 might mean for US-China relations
Both sides have learned lessons from the first US-China trade war. For Trump, it's that tariffs and sanctions are powerful tools. For Beijing, it's that…
 • 
Kyle Chan
1
A warped hall of mirrors: US-China competition and industrial policy
China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are…
 • 
Kyle Chan
5
"Managed competition" in China's state firms
China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of…
 • 
Kyle Chan
15
India needs a national bullet train system
Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
 • 
Kyle Chan
30
Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
 • 
Kyle Chan
7
How the global solar boom is powered by Chinese exports
There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the…
 • 
Kyle Chan
6
How China is moving up Apple's supply chain
Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's…
 • 
Kyle Chan
2
How China's carbon-intensive heavy industry powers its clean tech industry
China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like…
 • 
Kyle Chan
High Capacity
High Capacity
Industrial policy, clean technology, EVs, infrastructure, and development, particularly in China and India.
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