Some foreign governments are taking measures to strip control of assets from Chinese companies.
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In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
China’s imports had a surprising surge in Q1, the first time in five years that the import volume index grew by more than 10%.
Huawei’s momentum stalled in 2025, with the slowest revenue growth in years and a big decline in profits.
China’s GDP growth outperformed in Q1, with exports providing an even bigger boost than last year.
China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
Agentic AI is driving a big bump in global token consumption, and Chinese labs are some of the trend’s key players.
Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
The 15th FYP calls for a simultaneous expansion of legacy chip manufacturing capacity and progress in developing more advanced chips.