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Running on Ice: China’s Chipmakers in a Post-October 7 World
A deep look at where Chinese chipmakers and their state backers are likely to focus their resources after the export controls imposed by the US on October 7, 2022
Lauren Dudley
Senior Analyst
Content by Lauren Dudley
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Freeze-in-Place: The Impact of US Tech Controls on China
The Biden administration's new technology controls aimed at China will have far-reaching consequences. We assess the policy objectives behind them, the impact on the semiconductor industry and how China and US allies may respond.
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The Chosen Few: A Fresh Look at European FDI in China
European direct investment in China is increasingly dominated by a handful of large companies, many of them German.
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Beijing’s Russia Reckoning
Russia's military aggression in Ukraine and the concerted Western response to it will force Beijing into some hard choices