Globalisation 2.0: China's Shift from Exporting Goods to Exporting Industrial Capacity

Globalisation 2.0: China’s Shift from Exporting Goods to Exporting Industrial Capacity

China’s evolving economic role reflects a broader global shift from trade in consumer goods to the export of productive capacity, enabling both developing and advanced economies to build manufacturing ecosystems critical for future growth and technological leadership.

Geopolitical and Industrial Implications of ASML's EUV Technology and U.S.-China Export Controls

Geopolitical and Industrial Implications of ASML’s EUV Technology and U.S.-China Export Controls

The controversy surrounding allegations that a Dutch-made extreme-ultraviolet lithography machine has reached China underscores complex tensions in global semiconductor supply chains, export controls, and technological competition between the U.S., Europe, and China. This episode highlights the strategic importance of semiconductor manufacturing technology in the broader context of AI development and geopolitical rivalry.

Strategic Implications of Chinese EV Expansion into the European Automotive Sector

The influx of Chinese electric vehicle manufacturers into Europe presents more than a challenge of factory utilization; it raises critical concerns about technological dependence, supply chain control, and the future industrial sovereignty of Europe’s automotive industry.

Europe’s Automotive Industry at a Crossroads: Assessing China’s Role as Partner or Competitor

Europe’s automotive sector, historically a global benchmark for engineering and innovation, now faces unprecedented challenges that have prompted collaboration with Chinese firms. This strategic shift raises critical questions about technology transfer, industrial sovereignty, and the future of European automotive leadership.

EU Proposes Conditional Market Access for Chinese Investors to Secure Technology Transfer and Strengthen European Industry

The European Union is considering legislation that would require Chinese investors to transfer technology to European companies as a condition for market access, aiming to curb China’s industrial dominance and boost EU competitiveness in critical sectors such as digital technology, automotive, and battery manufacturing.

Strategic Implications of the SBIR Program for German Firms Entering the U.S. Innovation Ecosystem

The U.S. Small Business Innovation Research (SBIR) program represents a substantial non-dilutive funding mechanism that supports early-stage technology development. For German companies aiming to expand into the U.S. market, SBIR offers a unique opportunity to finance research and development while maintaining corporate control, despite ownership restrictions.