Survivor: China Industrial Policy Edition
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Survivor: China Industrial Policy Edition
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In 2022, memory chip manufacturer YMTC looked like it was on the way out. The Chinese chipmaker had just been hit with U.S. sanctions and lost a major contract with Apple. But four years later, YMTC is now the third largest memory chip maker in the world. How did it survive?
In this episode, reporters Rachel Cheung and Savannah Billman revisit her recent analysis of how YMTC survived not only U.S. sanctions, but the cutthroat competition and involution in the Chinese market.
Plus, Rachel and Savannah look at another dominant Chinese company, battery-maker CATL, and why it may yet survive its sudden drop in market value.
Read the pieces here:
https://www.thewirechina.com/2026/10/04/the-survivor/
https://www.thewirechina.com/2026/10/11/chinese-carmakers-try-to-break-free-from-the-catl-herd/
We also have a clip from our just-published interview with Gunnar Wiegand, a former EU diplomat, on the narrowly-avoided trade war between China and the EU.
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