Kyle Chan (@kyleichan) / X

Kyle Chan

7,877 posts

Kyle Chan

@kyleichan

Research Fellow at @BrookingsInst. China's tech & industrial policy: AI, chips, robotics, EVs, clean energy. Newsletter + podcast: highcapacity.org

Washington, DC

Joined November 2010

Pinned
Kyle Chan
@kyleichan
Feb 22
I write the popular High Capacity newsletter on China’s tech + industrial policy: highcapacity.org/p/chinas-overl…. Over 15,000 subscribers in 140 countries. Plus, check out the new High Capacity podcast on China’s tech. On YouTube, Spotify, Apple Podcasts: youtube.com/@highcapacityp…
China's overlapping tech-industrial ecosystems
From highcapacity.org
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Kyle Chan
@kyleichan
Sep 14, 2024
What a story. Ford CEO Jim Farley travels to China with his CFO in 2023 for the first time since the pandemic. They test drive an electric SUV from their Chinese joint venture partner Changan and suddenly realize Chinese automakers are now ahead of them.
1.2M
Kyle Chan
@kyleichan
Apr 6, 2025
All Americans should think about this chart
977K
Kyle Chan
@kyleichan
Feb 9, 2025
House of Huawei, the new book by Washington Post reporter @evadou, has to be one of the most important books on China and industrial policy in recent years. I’m still reading through it and will share parts I found striking in this ongoing thread: 🧵
1.3M
Kyle Chan
@kyleichan
Aug 4, 2024
Amazed this ChatGPT detection trick worked
2.4M
Kyle Chan
@kyleichan
May 26, 2024
Imagine if India created a regional cluster connecting its tech megacities: Bangalore, Hyderabad, Chennai. High-speed rail and freight corridors connecting all three cities. India’s answer to China’s Greater Bay Area connecting Shenzhen, Guangzhou, Hong Kong.
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Kyle Chan
@kyleichan
Sep 22, 2025
A group of Western VCs goes to China, not to invest but to see what the competition is like. They realize that China is too far ahead on clean tech and decide the only way forward is to work with Chinese companies. One VC describing a visit to Chinese battery giant CATL:
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Kyle Chan
@kyleichan
Oct 27, 2025
In a major break with the US, Canada is considering dropping tariffs on Chinese EVs in exchange for China dropping tariffs on Canadian pork and canola. By @eliotcxchen
Canada Set to Side With China On EVs - The Wire China
From thewirechina.com
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Kyle Chan
@kyleichan
Mar 7, 2025
China is basically trying to produce the entire semiconductor supply chain domestically, which I don't think any country has tried to do before. Here are some key segments within the chip industry and examples of Chinese players:
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Kyle Chan
@kyleichan
Mar 17, 2025
BYD's new 1 MW charging platform marks a tipping point in the EV industry. It can add 400 km (250 miles) on a 5-min charge, almost as fast as filling up a tank of gas. BYD will start by building 4,000 chargers in China. But imagine BYD rolling this out across other countries.
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Kyle Chan
@kyleichan
Apr 11, 2024
First time I’ve seen someone (1 million+ followers) copy me like this without credit. Posted several hours after mine. I guess this just happens?
Kyle Chan
@kyleichan
Apr 11, 2024
Apple’s shift of iPhone manufacturing to India is happening faster than many had expected. 2021: 1% made in India 2023: 7% 2024: 14% 2025 goal: 25%
Readers added context they thought people might want to knowReaders added context
OP is wrong in claiming that another account "copied" his content. The data was in fact published by Bloomberg. *** Apple’s India iPhone Output Hits $14 Billion in China Shift bloomberg.com/news/articles/… *** OP hides important commentary from quoted account to substantiate an incorrect assertion.
Context is written by people who use X, and appears when rated helpful by others. Find out more.
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Kyle Chan
@kyleichan
Jun 4, 2025
Several US automakers are considering moving some auto parts manufacturing to China to get around China’s export controls on rare earth magnets, according to @WSJ. To state the obvious, this is exactly the opposite of what Trump’s tariffs were aiming to do. WSJ: Automakers Race
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Kyle Chan
@kyleichan
May 21, 2024
Most underrated industrial policy success story: Morocco's auto industry - More car exports to Europe than China - Zero to $14 billion in auto exports in 15 years - Invested heavily in infrastructure: rail, highways, ports - Brought in foreign firms from France, China, Japan,
The Associated Press
@AP
May 15, 2024
Morocco’s automotive industry shifts gears to prep for electric vehicle era apnews.com/article/morocc…
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Kyle Chan
@kyleichan
Sep 5, 2025
In 1978, Deng Xiaoping rode a Japanese bullet train for the first time. 3 decades earlier, Japan was China’s greatest enemy. In the 1970s, China began to open up & learn from others, incl. Japan. 3 decades later, China began to build the world’s largest high-speed rail network.
00:00
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