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My New York Times piece on China and the US
My op-ed is an urgent wake-up call for the US. China is forging ahead on AI, robotics, high-tech manufacturing, etc. Meanwhile, Trump is destroying the…
May 19
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Kyle Chan
81
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My New York Times piece on China and the US
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18
Huawei the Hydra
A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
May 2
•
Kyle Chan
121
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Huawei the Hydra
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April 2025
Double-edged swords in the US-China Cold War
The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
Apr 25
•
Kyle Chan
101
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Double-edged swords in the US-China Cold War
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12
The China Shock revisited
The famous "China Shock" paper got blown out of proportion for reasons that are more sociological than economic.
Apr 8
•
Kyle Chan
85
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The China Shock revisited
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9
March 2025
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…
Mar 19
•
Kyle Chan
,
Thomas des Garets Geddes
, and
Daniel Crain
58
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Chinese semiconductors and alternative paths to innovation
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10
February 2025
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.
Feb 28
•
Kyle Chan
166
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China is trying to reshape global supply chains
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9
China's Faustian bargain for foreign firms
Why do foreign companies agree to work with China and build up their future Chinese competitors?
Feb 14
•
Kyle Chan
111
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China's Faustian bargain for foreign firms
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9
January 2025
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…
Jan 22
•
Kyle Chan
321
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China's overlapping tech-industrial ecosystems
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30
November 2024
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…
Nov 8, 2024
•
Kyle Chan
26
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Beijing braces for impact: What Trump 2.0 might mean for US-China relations
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2
July 2024
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…
Jul 25, 2024
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Kyle Chan
34
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A warped hall of mirrors: US-China competition and industrial policy
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5
June 2024
"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…
Jun 21, 2024
•
Kyle Chan
87
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"Managed competition" in China's state firms
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17
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.
Jun 7, 2024
•
Kyle Chan
69
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India needs a national bullet train system
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