It was mentioned in the later part of this video: Eurasia Breaks USA: Three Front Defeat Forming | Prof. Radhika Desai.

But the source is this ASPI "Australian Strategy Policy Institute". Ah found it: https://www.aspistrategist.org.au/aspis-critical-technology-tracker-2025-updates-and-10-new-technologies/

In total, China now leads in 66 of the 74 technologies tracked, with the United States leading in the remaining eight—an imbalance that underscores why trusted partners need to act together to leverage comparative advantages, reduce concentration risk and shape the trajectory of critical technologies together.

Here is the list of technologies: https://techtracker.aspi.org.au/list-of-technologies The website seems a bit of a mess.

The video frames this as a function of neoliberalism slowly bleeding education and fundamental research dry (and also destroying demand because nobody can afford anything any more).

And also China has 1.4 billion people, invested into them and has slowly crept up the technology ladder, and now turn out an order of magnitude more engineers every year than the west.