NEW podcast: China's robotics and industrial automation with Georg Stieler

The first episode of the new High Capacity podcast

Jan 5 • Kyle Chan

17

3

4

December 2025

US-China recoupling in an age of decoupling

Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.

Dec 19, 2025 • Kyle Chan

65

11

13

AI agents and the 90% problem

Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.

Dec 5, 2025 • Kyle Chan

56

5

9

October 2025

China's emerging export control regime

China is trying to build a "unified export control system" that's about much more than just leverage in the latest negotiations with the US

Oct 18, 2025 • Kyle Chan

116

8

18

August 2025

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, 2025 • Kyle Chan and Ray Wang

37

4

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, 2025 • Kyle Chan

60

2

13

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, 2025 • Kyle Chan, Thomas des Garets Geddes, and Ailsa Brown 白艾栩

166

34

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, 2025 • Kyle Chan

86

18

19

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, 2025 • Kyle Chan

138

7

35

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, 2025 • Kyle Chan

115

13

19

The China Shock revisited

The famous "China Shock" paper got blown out of proportion for reasons that are more sociological than economic.

Apr 8, 2025 • Kyle Chan

87

9

16

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, 2025 • Kyle Chan, Thomas des Garets Geddes, and Daniel Crain

59

10

12