November 30, 2022
The China-US Tech War: What’s Next?
Johanna Costigan, Shihoko Goto, and Alexandra Seymour the China-U.S. competition for tech dominance and the implications for third countries.
August 29, 2022
What’s Driving China’s Chip Sector Crackdown?
By Dan Macklin
The recent investigations come amid rising geostrategic competition, a domestic political transition, and broader regulatory tightening.
August 25, 2022
The Chip 4 Alliance Might Work on Paper, But Problems Will Persist
By Arjun Gargeyas
Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?
August 20, 2022
China’s Semiconductor Breakthrough
By Che-Jen Wang
SMIC’s 7nm process advancement – despite heavy U.S. sanctions – will have major implications for East Asia.
August 20, 2022
China Moves to Fill The Void Left By Russia Sanctions – On Its Own Terms
By François Chimits and Antonia Hmaidi
Six months into the Ukraine war, China has not hesitated to fill the void left by OECD disengagement with Russia – but is taking care not to compromise its own economic interests in the process.
August 01, 2022
Lithography: The Achilles’ Heel of China’s Semiconductor Industry?
By Justin Feng
Dependence on foreign lithography equipment emerges as a growing liability for Chinese chipmakers in the face of intensifying U.S.-led export controls.
July 18, 2022
China’s ‘Zero COVID’ Policy Is Hurting Its Semiconductor Dreams
By Zhenze Huang and Xiuqun Sun
China’s approach to the COVID-19 pandemic is hampering strategic efforts to rejuvenate the IC industry.
April 27, 2022
Can an Antifragile Mindset Help Reframe the China-US Tech Rivalry?
By Manoj Harjani and Tan Ming Hui
If removed from its zero-sum framing, the China-U.S. tech competition could actually be good for both countries in the long term.
April 21, 2022
Are Semiconductors a National Security Issue?
By Chi-hung Wei
It has become conventional wisdom in the United States that semiconductor manufacturing is a security issue. But that view is mistaken.
March 08, 2022
The China Factor in Tech Export Controls Against Russia
By Sophie-Charlotte Fischer
Will tech export controls against Russia further strengthen Sino-Russian high-tech cooperation? At this point, it seems unlikely that Beijing will put its future on the line to back Putin.
September 07, 2021
Mapping China’s Place in the Global Semiconductor Industry
By John Lee and Jan-Peter Kleinhans
China’s national interests and supply chain security for the most “core” of technologies.
August 13, 2021
Water With Your Chips? Semiconductors and Water Scarcity in China
By Elizabeth Wishnick
Semiconductors are particularly thirsty.