High Capacity
Kyle Chan, Thomas des Garets Geddes, Daniel Crain, Ray Wang, Ailsa Brown 白艾栩China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | high-capacity.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China's emerging export control regime
China recently announced a sweeping expansion of its export control framework that has caused shock and concern in the US, Europe, and around the world. The most striking part was MOFCOM’s No. 61 announcement establishing extraterritorial j...
A smarter strategy for AI chip export controls to China
Image: Australian Financial Review
China's AI industrial policy
I’m very excited to share a new report on China’s efforts to use industrial policy for AI. I was the lead author and worked with an incredible team of researchers at the RAND Corporation, a US think tank. This report is a product of RAND’s ...
Chinese industrial maximalism: Lu Feng
Image: South China Morning Post
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Authors
The writers behind this newsletter.
Postdoctoral researcher at Princeton. Author of High Capacity. Focused on Chinese technology, industrial policy, and US-China competition.
Founder and editor of Sinification. Associate fellow at the Royal United Services Institute (RUSI). Former analyst at MERICS.
Researcher, translator, and social studies instructor based in Shanghai. Master of Law, International Relations from Peking University.
I am a semiconductor analyst covering the core of silicon—logic and memory—alongside the ecosystem that makes it possible (EDA, semicaps, packaging). I also track the Asia hardware supply chain in detail, particularly Taiwan, South Korea, and China.
First class University of Oxford Chinese Studies, Yenching Academy of Peking University LLM graduate
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