Resource Library
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
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.
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.
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
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.
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.
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.
06 July 2023
China targets US companies
Blog
After five years of trade and technology restrictions placed on China, spearheaded by the Donald Trump and Joe Biden administrations, Chinese authorities are increasingly targeting US and Western interests in retaliation. In recent months, China has begun to punish US firms for military sales to Taiwan, CHIPS Act restrictions, perceived or contrived infosec vulnerabilities, and domestic financial misconduct.