Technology
China’s Overcapacity Risks Strain US-China Relations and Global Economy
Pamir assesses that strong disagreements between Washington and Beijing will persist on the risks China’s excess capacity poses to US-China relations and the global economy.
The U.S. is building a homegrown synthetic graphite supply chain for EV batteries
The U.S. is building a homegrown supply chain for synthetic graphite for use in the manufacture of EV batteries to minimize the risk from China’s global dominance in natural graphite production and its recent export ban on certain graphite products.
China Criticizes SpaceX Starshield Program
The Chinese military has responded critically to the report that SpaceX is developing a space-based espionage network for the US National Reconnaissance Office (NRO). China is actively developing its space assets with Chinese military involvement.
China claims progress in advanced chips as it seeks workarounds to export bans
China’s largest chip maker will start mass producing 5-nanometer chips for Huawei this year — and is also working on developing ‘chiplets’ as it seeks to become self-reliant in response to US export bans.
Apple Maintains Top China Market Position Despite Declining Sales
Apple continues to maintain market dominance in China, despite the decline in iPhone sales in the first weeks of 2024. The iPhone is likely to maintain its technological superiority amid intensifying competition with Chinese rivals.
China Telecom Achieves Milestone in Satellite Communications Market
China Telecom’s acquisition of international codes for satellite communications (SATCOM) will not only improve the competitiveness of Chinese-branded consumer devices.
China Doubles Down on Technology-Based Development
The recent meeting of the National People’s Congress (NPC) stressed the importance of science and technology development for China in 2024.
China Controls Expectations for Economy in 2024
Despite a relatively upbeat assessment of China’s economic performance in 2023, the Chinese government is controlling expectations for 2024 by setting economic targets that are nearly identical to those for 2023.
Generative AI transforming big pharma drug design
Generative AI is transforming the expensive and slow process of drug design and offers the opportunity for the discovery of novel drug compounds.
US Targets Risks From Chinese Cranes in US Ports
Pamir assesses that the primary risk from maintaining a Chinese crane presence in US ports is China’s exploitation of data acquired through the monitoring of commercial inputs for a trade advantage. Although Chinese cranes can shut down port operations, barring a crisis situation, it is unlikely that China would resort to blunt measures that would impede trade flows.
Incoming Taiwan president amplifies support for semiconductor industry
President-elect LAI Ching-te (William Lai) of Taiwan’s Democratic Progressive Party has won the much-anticipated Taiwan elections and appears poised to continue the pro-Western policies of his predecessor.
The protection and democratization of undersea communications networks
Ensuring the security of the global, submarine communications infrastructure is becoming a priority for Western governments and agencies concerned that China and Russia are willing to use it for espionage, personal data theft, and general disruptive purposes.
China and Brazil strengthen their fruitful Earth Resources Exploration Satellite collaboration, as China pushes its aerospace sector
As the two nations celebrate the 36th anniversary of their joint Earth Resources Exploration Satellite (CBERS) project, they vow to deepen collaboration on satellite development.
Chinese Private Space Enterprise Completes Vertical Takeoff, Vertical Landing Rocket Test
In January, Chinese private space enterprise LandSpace completed a “hop test” of its Vertical Takeoff, Vertical Landing (VTVL) rocket at the Jiuquan Satellite Launch Center. This was another step in China’s efforts to become commercially competitive in reusable launch technology.
Boeing’s Challenges Press China's Emerging Aircraft Industry
On 27 January a Boeing 737 MAX 8 ordered by China Southern Airlines touched down in Guangzhou. This was the first delivery of a 737 MAX to China following a nearly five-year import ban.