Eva Dou
@evadou
@WashingtonPost tech policy reporter. Author of House of Huawei: The Secret History of China’s Most Powerful Company
@yangyang_cheng's excellent review of the much-discussed “House of Huawei” by @evadou is packed with sharp insights—and to my surprise and delight, cites the far less-discussed “Making Mao’s Steelworks” by yours truly🙂 chinafile.com/reporting-opin…
It’s certainly an experiment of industrial policy on a staggering scale, speed and duration, and the numerous ripple effects that these policies have across a society.
"The development of China is the master key, I think, to understanding modernity." - Adam Tooze
In an indication of what’s coming downstream, ASML says today that it’s no longer predicting growth in 2026, with macroeconomic/geopolitical factors potentially outweighing the AI boom. “While we still prepare for growth in 2026, we cannot confirm it at this stage”
It’s still funny to me how export controls turn everything upside down. You have Nvidia’s Jensen Huang calling Huawei “formidable.” And then you have Huawei’s Ren Zhengfei saying the US exaggerates Huawei’s achievements and that the company is still a generation behind. How…
Nvidia says it has assurances from the US govt that it will be able to resume sales of H20 chips to China. “The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon” blogs.nvidia.com/blog/nvidia-ce…
House of Huawei is the best book I've read this year. It's not only a story about the rise of an incredibly powerful company. It's also a story about China's economic transformation, state-business relations, entrepreneurship, and geopolitics.
Thanks very much for having me on the show! Enjoyed our conversation about Huawei, chips, telephone lines and history
NEW ODD LOTS: The Chinese chip giant that could be Nvidia's biggest thread. @tracyalloway and I talked to @evadou about her incredible book on Huawei, which she argues is china's most important company, and which after listening to her I 100% agree. podcasts.apple.com/us/podcast/the…
In the newsletter I wrote about why I think @evadou’s book on Huawei is one of the best things to read if you want to understand the world we’re living in
Really enjoyed chatting with Kaiser about Huawei, industrial policy and US-China relations. Thanks for the thoughtful discussion and for having me on Sinica!
It was a real pleasure speaking with @evadou about her excellent book "House of Huawei: The Secret History of China's Most Powerful Company." Admirably even-handed and deeply reported. Listen to our conversation on the @SinicaPodcast at the link below.
The gals are reading it too!
All the bros are reading it this summer
Brett Christophers on Huawei, the grand experiment of Chinese capitalism, and why this tech company whose phones you can't even buy stateside has become a boogeyman thenation.com/article/cultur…
Join us next Thursday 4/24!
Excited to host this all-Asian female power panel on interpreting Chinese politics under Trump following @NCUSCR #ChinaTownhall featuring @BrookingsFP @ryanl_hass Analysis of what this mean for Canada by @VinaNadjibulla @evadou and Yun Sun of @StimsonCenter