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Asian countries take big tariff hits, but the semiconductor and pharma industries remain exempt… for now
The sweeping trade tariffs imposed by President Trump have sent global stock markets into turmoil. The APAC region has been hit particularly hard. But, for now, the semiconductor and pharma industries have been granted exemptions. How long will that last?
Asia is set to power the global semiconductor market for the foreseeable future
According to a recent report from Oxford Economics, the Asia Pacific is set to be the fastest growing market for global technology spend in 2025, at 7.6%.
Beijing Holds Private Enterprise Symposium, Signaling Support for the Chinese Private Sector
On February 17, 2025, the government of the People’s Republic of China (PRC) convened the latest private enterprise symposium in Beijing.
U.S. launches open competition to create novel materials for semiconductors using AI-driven applications
AI is helping to accelerate and reduce the cost of drug design in the biopharma industry. Now, the U.S. Department of Commerce has launched a $100 million-funded open competition to use AI to experiment with the design of synthetic, sustainable materials used in semiconductors, batteries, and solar panels.
Taiwan’s Nuclear-Free Policy Raises Security Risks
According to the Taiwan government, all nuclear power facilities on the island will be closed by 2025. In response, Taipei’s energy plan currently anticipates an expansion in the use of renewable energy sources. However, their adoption faces considerable bureaucratic, regulatory, infrastructural, climatic, and security obstacles. Pamir assesses a nuclear-free policy will very likely exacerbate Taiwan’s dependence on external sources of energy, adversely impacting Taiwan’s energy security and, ultimately, national security.
Japan and the European Union agree closer cooperation to develop advanced materials as they look to de-risk from Chinese supply chains
Japan and Europe rely on Chinese advanced materials to produce semiconductors, electronics, and even renewable energy equipment.
The U.S. government pushes the Netherlands, Japan, Germany, and South Korea to extend existing chip-making export bans, but faces resistance
Washington is in talks with the Netherlands and Japan to tighten restrictions on the export of advanced chips and chip-making equipment and materials to China. It is also seeking to bring in Germany and South Korea.
How are China and Russia advancing their shared agendas?
Download our recent analyst paper to understand the key implications of recent China-Russia diplomatic developments.
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