COMAC Comes to Europe: strategic implications of the commercial aerospace battleground Emily de La Bruyère and Nathan Picarsic in Force Distance Times: fdd.org/analysis/op_ed…

Is [insert tech here] really the “latest front” in the US-China contest? On why the global tech race is a supply chain contest, & why China's whole-of-industrial-chain strategy means we shouldn't think of technologies as discrete points of contention. theasymmetric.substack.com/p/the-latest-f…

Kyle Chan Indeed! Wrote about this recently on China's dependence on technology from Germany and Japan to make...ballpoint pens (and implications of that dependence on China's ambitions for advanced machine tools) theasymmetric.substack.com/p/china-ballpo…

Huawei & DJI going are muscling into the autonomous driving space. Their vertically integrated approach positions them to outcompete foreign rivals and win global market share. New on a/symmetric: theasymmetric.substack.com/p/huawei-dji-a…

Additional details on "little giants" here: wsj.com/articles/china… ...covering my research report for Force Distance Times on China's state program aimed at dominating critical industrial nodes forcedistancetimes.com/little-giants-…

The 🇺🇸's updated list of critical & emerging tech has overlaps with the 🇪🇺's, & 🇨🇳's "chokehold" tech list. But these lists don’t reflect the global industrial contest in full, including low(er)-tech know-how, upstream inputs, & market applications. New: theasymmetric.substack.com/p/what-is-miss…

Critical technologies are just one facet of the global technological contest. Also key are relative upstream dependencies; suppliers with relevant or transferable know-how; & applications that bring sales, profits, & market share. More here: theasymmetric.substack.com/p/what-is-miss…

🏗️Cranes made the news this week as the White House moves to address cybersecurity threats from China-made port cranes. We looked at how China positions its crane champions to conquer global markets: New in a/symmetric: theasymmetric.substack.com/p/china-port-c…

China's car exports are a function of a larger strategic goal: exporting its entire EV industrial chain—in turn giving it greater influence over technology standards, trade flows, business models, and global commerce writ large. New in a/symmetric: theasymmetric.substack.com/p/china-export…

Plus, China's goal is not merely selling EVs overseas, but exporting its entire EV industrial chain—positioning it to gain greater leverage over tech standards, trade flows, business models, & global commerce writ large. We write about that here: theasymmetric.substack.com/p/china-export…

China “should thank Apple,” says supply chain expert Lin Xueping. “It has actually made a huge contribution in China.” The question now: will Chinese competitors leapfrog the likes of Apple and Tesla and leave them in the dust? More in a/symmetric: theasymmetric.substack.com/p/how-apple-he…

On news of Huawei's car unit expecting to be profitable this year (cnevpost.com/2024/03/17/hua… - CnEVPost), & DJI Auto launching its 7k yuan ADAS solution, re-upping our earlier post on the firms' vertical integration strategy for autonomous driving tech: theasymmetric.substack.com/p/huawei-dji-a…