A smarter strategy for AI chip export controls to China

In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips…

Aug 5 • 

Kyle Chan

 and 

Ray Wang

35

4

June 2025

China's AI industrial policy

China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to…

Jun 27 • 

Kyle Chan

58

2

Chinese industrial maximalism: Lu Feng

Renowned Chinese scholar Lu Feng makes the case for why China needs more--not less--industrial development, particularly in its showdown with the US.

Jun 19 • 

Kyle Chan

, 

Thomas des Garets Geddes

, and 

Ailsa Brown 白艾栩

147

May 2025

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 • 

Kyle Chan

86

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

137

7

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

113

13

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

86

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

59

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

172

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

112

8

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

366

31

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

2