Resource Library
Pamir's John W. Tai interview with Morning Shot podcast
Did you hear our expert discuss US-China tensions on the Morning Shot podcast?
The U.S. and Europe have a choice to make between cutting off Chinese solar panel imports and meeting their climate targets
China has become a world leader in the export of solar panels and modules, with an 80% market share. It now produces high-quality components at a fraction of the cost of domestic manufacturers. Despite lucrative incentives brought in by the Inflation Reduction Act, U.S. (and European) manufacturers are finding it hard to compete.
The U.S. is building a homegrown synthetic graphite supply chain for EV batteries
The U.S. is building a homegrown supply chain for synthetic graphite for use in the manufacture of EV batteries to minimize the risk from China’s global dominance in natural graphite production and its recent export ban on certain graphite products.
China Criticizes SpaceX Starshield Program
The Chinese military has responded critically to the report that SpaceX is developing a space-based espionage network for the US National Reconnaissance Office (NRO). China is actively developing its space assets with Chinese military involvement.
US and Japan To Upgrade Defense Pact
The US and Japan are expected to announce an upgrade to their defense pact at the April 10 meeting between President Joe Biden and Japanese Prime Minister Fumio Kishida in Washington.
Assessing the risk from Chinese-manufactured IoT-connected healthcare devices
As the medicine and healthcare sector is being transformed by IoT-connected medical devices, the risk posed by Chinese-manufactured devices has drawn the attention of the Federal Communications Commission (FCC).
China claims progress in advanced chips as it seeks workarounds to export bans
China’s largest chip maker will start mass producing 5-nanometer chips for Huawei this year — and is also working on developing ‘chiplets’ as it seeks to become self-reliant in response to US export bans.
South China Sea Disputes Strengthen US-Philippine Ties
As confrontations between China and the Philippines in the South China Sea increase in frequency, US-Philippine ties are strengthening militarily and economically, signaling a growing US presence in the region that is likely to elicit negative Chinese reactions.
Apple Maintains Top China Market Position Despite Declining Sales
Apple continues to maintain market dominance in China, despite the decline in iPhone sales in the first weeks of 2024. The iPhone is likely to maintain its technological superiority amid intensifying competition with Chinese rivals.
China Telecom Achieves Milestone in Satellite Communications Market
China Telecom’s acquisition of international codes for satellite communications (SATCOM) will not only improve the competitiveness of Chinese-branded consumer devices.
Pamir's John W. Tai interview with CBS News
Did you see our expert discuss the situation in Hong Kong on CBS News?
Chinese Communist Party Under Xi Jinping Broadens Command
The National People’s Congress (NPC) has codified the subordination of the State Council, China’s central government, to the Chinese Communist Party (CCP). The weakening of Premier LI Qiang, the head of government, relative to President XI Jinping signals the CCP’s broadening command over the central government.
China Doubles Down on Technology-Based Development
The recent meeting of the National People’s Congress (NPC) stressed the importance of science and technology development for China in 2024.
China Controls Expectations for Economy in 2024
Despite a relatively upbeat assessment of China’s economic performance in 2023, the Chinese government is controlling expectations for 2024 by setting economic targets that are nearly identical to those for 2023.
Generative AI transforming big pharma drug design
Generative AI is transforming the expensive and slow process of drug design and offers the opportunity for the discovery of novel drug compounds.
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.