What Does the Expanding Sanctions Mean for Global Technology?

‘China has always taken seriously industrial policy and some degree of import substitution, and these US actions are now really kicking that effort in to high gear’. In this, our first Sanctions Space podcast episode, Justine Walker is joined by Dan Wang, Technology Analyst at Gavekal, to talk about China’s role as a science and technology powerhouse, the impact and response of recent US sanctions on Chinese tech companies, and how ‘technology travels at the speed of beer’. Dan is a widely cited author on China’s technology progress and how it is affected by US sanctions – you can find his bio and article archive at https://research.gavekal.com/author/dan-wang.