China Tech Signals
Analysis
Strategic deep-dives on China tech trends — frameworks, not just headlines. For European founders, operators, and investors who need to think ahead.
The DeepSeek Dilemma
DeepSeek exposes a brutal European trade-off: the region needs cheaper AI, but direct use of Chinese AI services is colliding with GDPR, procurement politics, and data-sovereignty fears.
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China’s Solar Trap
Europe’s solar boom is real, but so is the dependency underneath it: the continent has built a green transition whose economics still run overwhelmingly through Chinese manufacturing.
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The China Battery Trap
European automakers are caught in a structural dependency they can neither afford to maintain nor escape — and the window for genuine alternatives is closing faster than policy can respond.
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