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Semiconductors


16 August 2024

Taiwan’s Nuclear-Free Policy Raises Security Risks

Blog
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. 
03 June 2024

Japan and the European Union agree closer cooperation to develop advanced materials as they look to de-risk from Chinese supply chains

Blog
Japan and Europe rely on Chinese advanced materials to produce semiconductors, electronics, and even renewable energy equipment.
16 May 2024

The U.S. government pushes the Netherlands, Japan, Germany, and South Korea to extend existing chip-making export bans, but faces resistance

Blog
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.

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17 September 2024

US, Japan and the Philippines launch Luzon Economic Corridor to attract G7 countries and expand economic influence in Southeast Asia

Blog
The US and Japan have launched an ambitious $100 billion initiative in the Philippines that is now drawing interest from the UK and other G7 nations. It offers the potential for greater US influence in Southeast Asia as well as access to essential elements used for battery, clean energy, and semiconductor applications.
11 September 2024

China’s Nuclear Reactors and the Race to Clean Energy

Blog
Last month, Chinese premier Li Qiang approved just over $33 billion in funding for the construction of 11 new nuclear reactors in five coastal provinces. This approval is representative of Beijing’s general push in recent years toward decarbonization of its energy industry.
29 August 2024

Tensions in the South China Sea Remain High Despite China-Philippines Agreement

Blog
In July, Beijing and Manila reached an agreement on a “provisional arrangement” over the Philippines’ resupply missions to the Second Thomas Shoal with the hope of de-escalating the situation in the South China Sea.
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