High Capacity
@highcapacity.skystack.xyz
China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.
This is an automated Substack Account of https://highcapacity.substack.com
Discover more/Create at: @skystack.xyz
This is an automated Substack Account of https://highcapacity.substack.com
Discover more/Create at: @skystack.xyz
The Great Tech Reversal: My Financial Times op-ed • "The diffusion of technology between China and the West is increasingly a two-way street."
The Great Tech Reversal: My Financial Times op-ed
"The diffusion of technology between China and the West is increasingly a two-way street."
www.high-capacity.com
January 27, 2026 at 1:32 PM
The Great Tech Reversal: My Financial Times op-ed • "The diffusion of technology between China and the West is increasingly a two-way street."
Podcast: Chinese EVs are transforming the auto industry • An hour-long conversation with Chinese EV expert Tu Le
Podcast: Chinese EVs are transforming the auto industry
An hour-long conversation with Chinese EV expert Tu Le
www.high-capacity.com
January 27, 2026 at 1:32 PM
Podcast: Chinese EVs are transforming the auto industry • An hour-long conversation with Chinese EV expert Tu Le
NEW podcast: China's robotics and industrial automation with Georg Stieler • The first episode of the new High Capacity podcast
NEW podcast: China's robotics and industrial automation with Georg Stieler
The first episode of the new High Capacity podcast
www.high-capacity.com
January 12, 2026 at 1:34 PM
NEW podcast: China's robotics and industrial automation with Georg Stieler • The first episode of the new High Capacity podcast
US-China recoupling in an age of decoupling • Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.
US-China recoupling in an age of decoupling
Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.
www.high-capacity.com
December 31, 2025 at 10:30 PM
US-China recoupling in an age of decoupling • Love will find a way? Powerful forces keep pulling the US and China together even as geopolitics tries to pull them apart.
AI agents and the 90% problem • Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.
AI agents and the 90% problem
Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.
www.high-capacity.com
December 5, 2025 at 7:35 PM
AI agents and the 90% problem • Useful AI agents are still limited by their reliability on real-world tasks. But Chinese AI agents are pushing the limit.
China's emerging export control regime • China is trying to build a "unified export control system" that's about much more than just leverage in the latest negotiations with the US
China's emerging export control regime
China is trying to build a "unified export control system" that's about much more than just leverage in the latest negotiations with the US
www.high-capacity.com
November 20, 2025 at 5:30 PM
China's emerging export control regime • China is trying to build a "unified export control system" that's about much more than just leverage in the latest negotiations with the US
A smarter strategy for AI chip export controls to China • In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips could force them to finally switch.
A smarter strategy for AI chip export controls to China
In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips could force them to finally switch.
www.high-capacity.com
November 20, 2025 at 5:30 PM
A smarter strategy for AI chip export controls to China • In a new Foreign Policy piece, Ray Wang and I argue that Chinese tech firms don't want to use Huawei's AI chips. But export controls on Nvidia's chips could force them to finally switch.
China's AI industrial policy • China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to foundation models and applications
China's AI industrial policy
China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to foundation models and applications
www.high-capacity.com
November 20, 2025 at 5:30 PM
China's AI industrial policy • China wants to be the global leader in AI and is deploying industrial policy tools across the entire AI tech stack, from chips and data centers to foundation models and applications
Chinese industrial maximalism: Lu Feng • Renowned Chinese scholar Lu Feng makes the case for why China needs more--not less--industrial development, particularly in its showdown with the US.
Chinese industrial maximalism: Lu Feng
Renowned Chinese scholar Lu Feng makes the case for why China needs more--not less--industrial development, particularly in its showdown with the US.
www.high-capacity.com
November 20, 2025 at 5:30 PM
Chinese industrial maximalism: Lu Feng • Renowned Chinese scholar Lu Feng makes the case for why China needs more--not less--industrial development, particularly in its showdown with the US.
My New York Times piece on China and the US • My op-ed is an urgent wake-up call for the US. China is forging ahead on AI, robotics, high-tech manufacturing, etc. Meanwhile, Trump is destroying the pillars of American power.
My New York Times piece on China and the US
My op-ed is an urgent wake-up call for the US. China is forging ahead on AI, robotics, high-tech manufacturing, etc. Meanwhile, Trump is destroying the pillars of American power.
www.high-capacity.com
November 20, 2025 at 5:30 PM
My New York Times piece on China and the US • My op-ed is an urgent wake-up call for the US. China is forging ahead on AI, robotics, high-tech manufacturing, etc. Meanwhile, Trump is destroying the pillars of American power.
Huawei the Hydra • A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
Huawei the Hydra
A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
www.high-capacity.com
November 20, 2025 at 5:30 PM
Huawei the Hydra • A closer look at the crown jewel of China's industrial policy through Eva Dou's new book House of Huawei
Double-edged swords in the US-China Cold War • The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
Double-edged swords in the US-China Cold War
The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
www.high-capacity.com
November 20, 2025 at 5:30 PM
Double-edged swords in the US-China Cold War • The US and China are in a cold war, not a trade war. And they are fighting with double-edged swords that end up harming both sides.
Chinese semiconductors and alternative paths to innovation • Faced with tech restrictions, China is searching for new ways to push ahead on semiconductors. Finding such alternative routes could help China "overtake on the curve," like in other industries.
Chinese semiconductors and alternative paths to innovation
Faced with tech restrictions, China is searching for new ways to push ahead on semiconductors. Finding such alternative routes could help China "overtake on the curve," like in other industries.
www.high-capacity.com
November 20, 2025 at 5:30 PM
Chinese semiconductors and alternative paths to innovation • Faced with tech restrictions, China is searching for new ways to push ahead on semiconductors. Finding such alternative routes could help China "overtake on the curve," like in other industries.
China is trying to reshape global supply chains • China is using "industrial diplomacy" and technology controls to create new China-friendly global production networks centered around China.
China is trying to reshape global supply chains
China is using "industrial diplomacy" and technology controls to create new China-friendly global production networks centered around China.
www.high-capacity.com
November 20, 2025 at 5:30 PM
China is trying to reshape global supply chains • China is using "industrial diplomacy" and technology controls to create new China-friendly global production networks centered around China.
China's Faustian bargain for foreign firms • Why do foreign companies agree to work with China and build up their future Chinese competitors?
China's Faustian bargain for foreign firms
Why do foreign companies agree to work with China and build up their future Chinese competitors?
www.high-capacity.com
November 20, 2025 at 5:30 PM
China's Faustian bargain for foreign firms • Why do foreign companies agree to work with China and build up their future Chinese competitors?
China's overlapping tech-industrial ecosystems • EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
China's overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
www.high-capacity.com
November 20, 2025 at 5:30 PM
China's overlapping tech-industrial ecosystems • EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
Beijing braces for impact: What Trump 2.0 might mean for US-China relations • Both sides have learned lessons from the first US-China trade war. For Trump, it's that tariffs and sanctions are powerful tools. For Beijing, it's that a bad situation can get even worse.
Beijing braces for impact: What Trump 2.0 might mean for US-China relations
Both sides have learned lessons from the first US-China trade war. For Trump, it's that tariffs and sanctions are powerful tools. For Beijing, it's that a bad situation can get even worse.
www.high-capacity.com
November 20, 2025 at 5:30 PM
Beijing braces for impact: What Trump 2.0 might mean for US-China relations • Both sides have learned lessons from the first US-China trade war. For Trump, it's that tariffs and sanctions are powerful tools. For Beijing, it's that a bad situation can get even worse.
A warped hall of mirrors: US-China competition and industrial policy • China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are drawing policy inspiration from each other.
A warped hall of mirrors: US-China competition and industrial policy
China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are drawing policy inspiration from each other.
www.high-capacity.com
November 20, 2025 at 5:30 PM
A warped hall of mirrors: US-China competition and industrial policy • China doubled down on industrial policy and advanced manufacturing in its latest Third Plenum. As US-China competition heats up, both countries are drawing policy inspiration from each other.
"Managed competition" in China's state firms • China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of both market competition and state coordination.
"Managed competition" in China's state firms
China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of both market competition and state coordination.
www.high-capacity.com
November 20, 2025 at 5:30 PM
"Managed competition" in China's state firms • China's state-owned enterprises are not the rigid, top-down organizations of the past. In many industries today, they try to combine the benefits of both market competition and state coordination.
India needs a national bullet train system • Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
India needs a national bullet train system
Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
www.high-capacity.com
November 20, 2025 at 5:30 PM
India needs a national bullet train system • Thinking big about infrastructure, climate, and economic development with some data and lessons from China's high-speed rail system.
Will Biden's Chinese EV tariffs work? • Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
www.high-capacity.com
November 20, 2025 at 5:30 PM
Will Biden's Chinese EV tariffs work? • Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
How the global solar boom is powered by Chinese exports • There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the Netherlands, Australia, and India.
How the global solar boom is powered by Chinese exports
There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the Netherlands, Australia, and India.
www.high-capacity.com
November 20, 2025 at 5:30 PM
How the global solar boom is powered by Chinese exports • There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the Netherlands, Australia, and India.
How China is moving up Apple's supply chain • Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's manufacturing. What does this mean for decoupling?
How China is moving up Apple's supply chain
Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's manufacturing. What does this mean for decoupling?
www.high-capacity.com
November 20, 2025 at 5:30 PM
How China is moving up Apple's supply chain • Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's manufacturing. What does this mean for decoupling?
How China's carbon-intensive heavy industry powers its clean tech industry • China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like EVs, solar panels, and wind turbines.
How China's carbon-intensive heavy industry powers its clean tech industry
China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like EVs, solar panels, and wind turbines.
www.high-capacity.com
November 20, 2025 at 5:30 PM
How China's carbon-intensive heavy industry powers its clean tech industry • China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like EVs, solar panels, and wind turbines.