• How China’s AI Development Remains Resilient Despite Escalating US Chip Export Restrictions

    How China’s AI Development Remains Resilient Despite Escalating US Chip Export Restrictions

    The US is intensifying its restrictions on China’s access to advanced semiconductors, exemplified by the recent ban on chips like Nvidia’s H20, marking a significant escalation in a sustained campaign to curb China’s AI and semiconductor advancements. While these export controls impede China’s technological progress, they are unlikely to halt…

  • Beyond Electric: China’s Strategic Pivot to Autonomous Driving Technology

    Beyond Electric: China’s Strategic Pivot to Autonomous Driving Technology

    China stands at the forefront of autonomous vehicle innovation, propelled by fierce market competition and supportive regulations that encourage rapid technological advancement. As electric vehicles (EVs) have become ubiquitous in cities like Guangzhou, Chinese automakers are now pivoting toward autonomous driving technology as their primary competitive differentiator, potentially transforming not…

  • How China’s EV makers left incumbent automakers in the dust: A story of specialization

    How China’s EV makers left incumbent automakers in the dust: A story of specialization

    In the rapidly evolving landscape of global automotive manufacturing, China’s electric vehicle (EV) sector has emerged as a testament to the power of specialized industrial organization. While traditional automakers in Germany and Japan struggle with declining market share, Chinese EV manufacturers have achieved remarkable success through a model of focused…