Mathieu Duchâtel

Reading this excellent piece by Chris Buckley on Xi’s search for “absolute loyalty,” it’s hard not to think the PLA’s new ideological rectification campaign could actually aggravate the very problem of “divided hearts” Xi believes plagues the military. nytimes.com/2026/05/09/wor…

📝 NEW | We're delighted to publish a new report edited by @alessionaval and Dr Oliver Yule-Smith. Featuring, among others, brilliant contributions from @jamescrabtree @mtdtl @KTristanTang, @joristeer @AMTrevelyan @shinji0818 & @Andrew_Yeh_. csns.uk/2026/04/21/str…

Our latest issue of China Trends: @PoitaYurii 's account of what China tells Ukrainians behind closed doors, @Jacob_T_Gunter on EU-China trade relations , and yours truly on China's lip service to European "strategic autonomy" @i_montaigneEN institutmontaigne.org/en/expressions…

🇮🇳💻 Three questions for Shyam Krishnakumar: India’s rise in semiconductors Dr. @shyamkrishnak1, co-founder of the Pranava Institute, shares his insights ⬇️ bit.ly/4sXD1GS

🇨🇳 A new economic security consensus ? Semiconductor nationalism in China and the United States, and Europe’s choices Read our Director of International Studies @mtdtl and Pierre Sel's latest analysis here ⬇️ bit.ly/4sfQY2I

🇪🇺🇨🇳 Semi-conducteurs et préférence européenne : leçons sino-américaines Retrouvez l'analyse de notre directeur des Études internationales @mtdtl et de notre expert associé Pierre Sel ici ⬇️ bit.ly/4lvjGtT

🇫🇷 [Decoding France] - Nouvelle-Calédonie : test pour la stratégie de sécurité indopacifique de la France Retrouvez l'analyse de notre directeur des études internationales @mtdtl et de Florian Ballier ici ⬇️ bit.ly/4srOM8e

📣 NOUVELLE PUBLICATION 🚨 Nous publions aujourd’hui une note d’enjeux de notre expert @FGodement "E‑commerce chinois : Shein, l’arbre qui cache la forêt". Derrière le cas Shein, se cache un modèle d'e-commerce beaucoup plus vaste et en pleine expansion. #THREAD ⬇️

@RollandNadege Ceci soulève aussi la question de la demande 😐

Et moi je vais écrire un truc sur l’agriculture raisonnée 😕 N’empêche, ceci soulève la question de l’offre en français sur les questions géopolitiques chinoises…

Xî's unpredictable escalation of his permanent struggle within the PLA @i_montaigneEN institutmontaigne.org/en/expressions…

It’s surreal to listen to.

This is likely to continue intensifying in 2026/2027, and Beijing is unlikely to reconsider its strategy unless there is an electoral demonstration in Taiwan that the use of antifascism and targeted extraterritorial actions is counterproductive.

China is stepping up antifascist rhetoric, military pressure, and legal instruments to lay the groundwork to legitimize future “targeted actions", whether military in nature or akin to law enforcement operations.

A Maduro-style Chinese special operation would carry a high risk of tactical failure due to Taiwan’s defenses, and an even greater risk of strategic disaster given Taiwan’s political dynamics. @i_montaigneEN institutmontaigne.org/en/expressions…

🇯🇵🇹🇼 "Japon-Taiwan : la mobilisation chinoise du registre "antifasciste"". Découvrez l'analyse de notre directeur des études internationales @mtdtl. ⬇️ bit.ly/4bl9aCu

Une analyse du rôle croissant de la rhétorique "antifasciste" dans la politique taiwanaise de la Chine - la construction d'un récit pour convaincre de la légitimité, voire de la légalité, du recours à des formes de violence. @i_montaigne institutmontaigne.org/expressions/ja…

China's angry statement at Trump's Venezuela strike can't all be about international law. What else might it be unhappy about? Maybe Beijing doesn't like that: 1: Trump now 'runs' Venezuela's oil, at a time when China needs an alternative to Iranian oil 2: Chinese radars didn't work against incoming US missiles 3: A Chinese delegation had just met Maduro. "Whatever assurances Beijing gave in that meeting had a remarkably short lifespan," @michaelsobolik says My take: Trump's Venezuela strike will likely change China's regional calculations asia.nikkei.com/spotlight/trum…

China apparently has a working prototype of an EUV lithography machine. - Secret lab in Shenzhen - Team of former ASML engineers - Reverse-engineered parts - Yet to produce working chips - Deep involvement by Huawei - Aiming for use by 2028-2030 reuters.com/world/china/ho…

📢 New publication! We’re pleased to share the second CHIPDIPLO policy paper: “Autonomy or Indispensability? Identifying the EU’s Semiconductor Lodestar”. CHIPDIPLO is a project led by Institut Montaigne with @CEIAS_eu, @CSDS_Brussels, @EU_ISS, and supported by the EU. #Thread