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Dan Wang

What Dan Wang thinks about solar

@dan-wang · 41 positions · 1 change of mind · On ppll ↗

Writer and analyst of Chinese technology and industry, for years based in Beijing and Shanghai, best known for his annual letters and for the argument that manufacturing capability lives in accumulated process knowledge rather than in tools or intellectual property.

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1 dated position, 2023, in their own words. Our reading of what Dan Wang has said — not written or endorsed by them.

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  1. America

    Consider the solar industry, for which the US laid the scientific groundwork, only for Chinese firms to make all the photovoltaic cells.

    ↗2022 letterdanwang.co 6th of 7 in this piece