Archive - High Capacity

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 •

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 •

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 •

June 2024

May 2024

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?

May 16, 2024 •

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…

May 10, 2024 •

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…

May 3, 2024 •

April 2024

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