Resource Library
U.S. House Select Committee on China Recommends Measures to Reduce PRC Access to Advanced Semiconductor Manufacturing Equipment
In October, the House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party (Select Committee) published the findings of a months-long investigation into Applied Materials, Inc., the Netherlands-based Advanced Semiconductor Materials Lithography (ASML), KLA Corporation, Lam Research Corporation, and the Japan-based Tokyo Electron Ltd. The five companies are the world’s leading manufacturers of semiconductor manufacturing equipment (SME).
TSMC Reports Compromise of 2-Nanometer Chip Production Technology: Lessons Abound
Plenty of eyebrows were raised on August 5 when Taiwan Semiconductor Manufacturing Corporation (TSMC), the world’s largest chipmaker, announced that proprietary information related to its most advanced 2-nanometer chips may have been compromised.
India strengthens its growing chip prowess with further semiconductor fabrication plants
Like many Asian countries, India is trying to take advantage of the global transition to more resilient semiconductor supply chains that are not wholly reliant on manufacturers based in China or Taiwan. It means there are growing opportunities, with less risk, for U.S. companies operating in the region.
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.
