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John Lee

Director, East-West Futures

John Lee is the director of East-West Futures, an outfit that provides research and commentary services in political and risk analysis of China's political economy and foreign policy, focusing on the global impacts of China's digital technology industries and cyberspace governance system. Based in Europe and having previously worked for the Australian government, John's analysis is informed by a sophisticated understanding of the political, business and security environments in the EU, Australia and East-Southeast Asia. His areas of expertise include China's semiconductor-related industries and their global relations; China's cyberspace governance and data regulatory regime; and future telecommunications networks and the Internet of Things.

Articles by John Lee

Technology

Southeast Asia and the chip wars: Navigating a decoupling world

The race for some Southeast Asian countries to anchor themselves in the global semiconductor industry is open and evolving, even as it is complicated by factors like great power rivalry.

John Lee

29 Apr 2024

Technology

The 'small yard, high fence' mirage: Why China-US tech competition will not be contained

The US's "small yard, high fence" strategy of restricting key technologies from China would be difficult to effect in practice. The fact is that products such as semiconductor chips from China are essential in many downstream industries such as the automotive industry, and even security concerns would not stop their use.

John Lee

05 Mar 2024

Technology

Will US chip controls work on China?

Analyst John Lee assesses the impact of US chip controls on China, pointing out the little likelihood of complete decoupling, especially in areas out of high-end chips. Despite the restrictions, China has options of its own but the tides could change at any minute in this "competition to win the 21st century".

John Lee

22 Dec 2022