Decoupling Without Direction
Expected new U.S. export controls on China will accelerate the decoupling of the semiconductor sector, bringing big losses to American companies.
Articles
The Problem With “Overcapacity” in China’s Automotive Industry
The debate over China’s auto exports is bedeviled by narrow definitions and mis-measurement that risks encouraging the wrong policy response.
The Taiwan Debate Is Heading in a Dangerous Direction
Discussions within U.S. policy making circles take too little account of the devastating impact any conflict could have on the global chip industry.
China’s AI Pioneers Face A Critical Year
China's AI industry is still developing and it's still unclear who will emerge as the market leaders.
The Industry View of U.S. Export Controls: Moving the Goalposts
The Trump and Biden administrations’ efforts to restrict China’s access to chips has led to five years of confusion for companies.
What Role for China in Global AI Governance?
The next six months will be crucial in determining how the West and China cooperate on regulating the fast-growing technology.
What Huawei’s New Mate 60 Means for China, the U.S. and the Global Tech Industry
The debut of the Chinese giant's new smartphone calls for a nuanced debate about how effective U.S. trade policy has been.