Kyle Chan
@kyleichan
Princeton postdoctoral researcher. China, tech, industrial policy, US-China competition, manufacturing, geopolitics — Newsletter: https://www.high-capacity.com
I write a popular substack on China’s tech and industrial policy. Over 10,000 subscribers across 130 countries. high-capacity.com
NEW – Analysis: China’s clean-energy exports in 2024 alone will cut overseas CO2 by 1% | @laurimyllyvirta Read here: buff.ly/V7BVSsL
🚨✍️ NEW POST — Industrial Colossus: China vs 1950s America In a number of ways, China mirrors America at the height of its industrial powers. Despite UN projections and the dreams of some industrial maximalists, as share of global manufacturing, China is peaking. 🧵
Highlights: - Of the global top 10 semiconductor equipment makers, 2 are now Chinese - Chinese firms only have 4% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not, due to state support like…
We had such a fun conversation yesterday about China's progress in chipmaking tools @CSETGeorgetown! Ft. the ever insightful @KhanSaifM (IFP), Dan Kim (TechInsights), Mario Palacios (Applied Materials), and @HannaDohmen. Recording available here: cset.georgetown.edu/event/rewiring…
Powerful op-ed today in the Financial Times by @stephenwertheim “A New Cold War with China Won’t Help the US” on.ft.com/40kXw4n
