China’s Bot Boom
China became “the world’s factory” in large part due to its demographics: a tidal wave of young, hungry workers drove growth by churning out low...
The 5G Fracture
It is business gospel in the West that for a corporation to be globally competitive, it must be competitive in China. But what happens when...
Semiconductor Shakeup
A look at key concepts in the semiconductor supply chain and what recent events mean in the competition over its control.
Books for the WeChat Era
Topping the books list this month are two titles focused on the ‘super app,’ used by 1.3 billion people.
Big Spender
A look at China’s industrial policy: how much it spends, how it stands out, and what lessons the U.S. should learn.
On Academic Engagement with China
China’s educational resurgence is much less a threat than an opportunity for American and other international universities.
Wise Road Capital’s Debut
A look at the new favorite in China's chip investment space — including why the firm is drawing suspicion internationally.
Transsion’s Triumph
A look at Transsion’s monumental growth, unique marketing strategies and future growth potential.
BGI Shakes Up Sequencing
BGI has entered the American genome sequencing market for the first time, forcing scientific innovation to clash with national security.
Chips and the Open-Source Secret
Can China develop chip self-sufficiency with RISC-V International, a nonprofit that promotes open-source semiconductor technologies?
Congress, China and the Plan to Compete
A look at the CHIPS and Science Act: what made it in and what got left out.
The Battery King
By 2020, the Chinese battery maker CATL was supplying almost every electric carmaker, giving the company a dominant position in the transition away from fossil...