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12 February 2024

China Ups Ante in Quantum Computing Global Competition

Blog
Chinese scientists believe the success of domestic firm Origin Quantum’s computer development has given China “a ticket” to global quantum computing competition, despite restrictions imposed by the US on quantum computing chip and technology exports.
08 February 2024

China’s renewable energy battery storage sector is enjoying a boom

Blog
China is forging ahead with new renewable energy systems – and battery storage technologies that are needed to store intermittent energy sources, such as wind and solar.
07 February 2024

China claims to have designed one of the strongest porous ceramics for heat-shielding hypersonic aircraft

Blog
The publication of a scientific study regarding the properties of a ground-breaking porous ceramic highlights China’s level of technology applicable to hypersonic aircraft and missiles.
06 February 2024

China’s Demand for ASML Semiconductor Equipment Grows

Blog
China’s goal of becoming more self-reliant in semiconductor production has manifested as imports of foreign-made manufacturing equipment are rising, while purchases of foreign chips have dropped.
31 January 2024

China Accelerates Space Dominance Pursuit

Blog
2024 is poised to be a pivotal year for China's space endeavors. A notable milestone will be the Chang'e 6 lunar mission to mark China's second attempt at returning lunar surface samples to Earth following the success of the Chang’e 5 mission in 2023.
26 January 2024

China Lifts Boeing 737 MAX Ban, but Scrutiny Increases

Blog
Boeing seemed poised to resume aircraft deliveries to China, but the recent Alaska Airlines incident and reported mechanical failures involving US Secretary of State Blinken’s 737 aircraft almost certainly will lead to greater technical scrutiny and possible delays.
25 January 2024

China Gains Competitive Edge in Sodium-Ion EVs

Blog
On 5 January Anhui Jianghua Automobile (JAC) began deliveries of its Yiwei electric vehicle, which it claims is the world’s first mass-produced car powered by a sodium-ion battery.
25 January 2024

US Seeks To Deter Use of Chinese EV Batteries

Blog
Beijing has criticized as “protectionist” the December 2023 US decision to deny tax credits to electric vehicles equipped with battery minerals or components originating from “Foreign Entities of Concern”; designated countries are China, Russia, Iran, and North Korea.
24 January 2024

China’s Nuclear Developments Expands Naval and Nuclear Fusion Capabilities

Blog
In 2023 Chinese entities achieved several breakthroughs in the field of nuclear energy, some of which have implications for China’s ongoing effort to expand its naval capabilities.
19 January 2024

The risk and opportunity of satellite 5G service

Analyst Papers
Satellite services direct to unmodified 5G smartphones, as well as IoT devices and machines, are in their infancy, but a host of satellite service providers and MNOs view it as the ‘holy grail’ of 100% mobile coverage. However, with this opportunity comes security risks, and may require further de-risking from China and other potentially malicious actors.
19 January 2024

China faces technological self-sufficiency challenges as U.S. tightens export controls on AI-capable chips

Blog
New U.S. rules expand and strengthen existing export restrictions on advanced chips, and particularly those with AI capabilities, as China grapples with developing technological self-sufficiency.
18 January 2024

New Chinese Government Oversight of Pharma and Semiconductors

Blog
 On 1 January China’s new national-level intellectual property (IP) protection policy went into effect, giving local governments more autonomy for IP management and administration, as well as delineating central government responsibilities for IP protection.
06 September 2023

Japan follows the US and the Netherlands in restricting the export of chip-making equipment

Blog
After months of pressure from Washington, Japan has joined the US and the Netherlands in restriction the export of advanced chip-making equipment, as the technology race with China ramps up.
29 August 2023

US to restrict select private-sector investments in sensitive Chinese technologies over national security concerns

Blog
In an unprecedented move, the US Treasury will be given powers to monitor and restrict select US private-sector investments in Chinese sensitive technologies, specifically those that could advance China’s military, intelligence, surveillance, or cyber-related agendas.
20 July 2023

The Netherlands imposes restrictions on the export of chip-making equipment to China

Blog
New export controls imposed by the Netherlands will limit ASML Holdings NV exports of advanced chip-making equipment to China.

Resource Library

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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