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Decoding the Dragon

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decodingthedragon.substack.com· weekly· Published today

Each issue takes one number-driven question about Chinese industry or infrastructure, such as chip equipment, metro debt or GaN chargers, and explains the story behind it. It draws lessons for India from China's experience.

china techindia semiconductorschip equipmentwafer fab equipmentchina metro debtgallium nitridegan chargersinnoscienceacm researchindia china comparison

Website: https://decodingthedragon.substack.com