Mathieu Duchâtel

Policy analyst @i_montaigne Geopolitics of technology, economic security, maritime affairs #China #Japan #Taiwan #EU. Former @SIPRIorg Beijing.

[Mathieu Duchâtel @mtdtl]

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.
https://t.co/TevIIYmIfd

[Centre for Statecraft & National Security @CSNS_UK]

📝 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_.

https://t.co/DFNDBahHbd

[François Godement @FGodement]

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
https://t.co/muoACqFmij

[Institut Montaigne_EN @i_montaigneEN]

🇮🇳💻 Three questions for Shyam Krishnakumar: India’s rise in semiconductors

Dr. @shyamkrishnak1, co-founder of the Pranava Institute, shares his insights ⬇️
https://t.co/9lI1wXw3CY

[Institut Montaigne_EN @i_montaigneEN]

🇨🇳 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 ⬇️
https://t.co/M2BdW5EHcC

[Institut Montaigne @i_montaigne]

🇪🇺🇨🇳 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 ⬇️
https://t.co/fMyBOp9NM6

[Institut Montaigne @i_montaigne]

🇫🇷 [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 ⬇️
https://t.co/uXnr4JkEBf

[Institut Montaigne @i_montaigne]

📣 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 ⬇️

[Mathieu Duchâtel @mtdtl]

@RollandNadege Ceci soulève aussi la question de la demande 😐

[François Godement @FGodement]

Xî's unpredictable escalation of his permanent struggle within the PLA @i_montaigneEN https://t.co/8DInDZ4qIA

[Lyle Morris @LyleJMorris]

It’s surreal to listen to.

[Mathieu Duchâtel @mtdtl]

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.

[Mathieu Duchâtel @mtdtl]

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
https://t.co/2lZem8uwXa

[Mathieu Duchâtel @mtdtl]

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.

[Institut Montaigne @i_montaigne]

🇯🇵🇹🇼 "Japon-Taiwan : la mobilisation chinoise du registre "antifasciste"". Découvrez l'analyse de notre directeur des études internationales @mtdtl. ⬇️
https://t.co/pMhcQBKgOt

[Mathieu Duchâtel @mtdtl]

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 https://t.co/SWt1gUGlz7

[Ken Moriyasu @kenmoriyasu]

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

https://t.co/Eamy9ipLmP

[Kyle Chan @kyleichan]

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
https://t.co/xZYwQ9Zywe

[Institut Montaigne_EN @i_montaigneEN]

📢 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