Arrian Ebrahimi

1 week ago | chinatalk.media | Arrian Ebrahimi |Lily Ottinger

Arrian Ebrahimi is a J.D. candidate at Georgetown Law and a former Yenching Scholar at Peking University. Today, he’ll attempt to quantify China’s state equity investments in semiconductor manufacturing equipment. You can read more of Arrian’s writing on the excellent Chip Capitols Substack. Special thanks to Lily Ottinger for assisting with the charts.

4 weeks ago | thewirechina.com | Arrian Ebrahimi |Lizzi C. Lee |Ella Apostoaie

President Trump’s State of the Union demand that Congress repeal the CHIPS Act — which allocated over $50 billion to support the U.S. semiconductor industry — has reignited a familiar lament in Washington: if only the U.S. could match Beijing’s long-term commitment to industrial policy. But this view overlooks a crucial reality. China, too, struggles to craft and implement coherent national strategies for its critical industries.