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China semiconductors

Can an Antifragile Mindset Help Reframe the China-US Tech Rivalry?
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.

Are Semiconductors a National Security Issue?
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.
The China Factor in Tech Export Controls Against Russia
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.

Mapping China’s Place in the Global Semiconductor Industry
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.

Water With Your Chips? Semiconductors and Water Scarcity in China
August 13, 2021

Water With Your Chips? Semiconductors and Water Scarcity in China

By Elizabeth Wishnick
Semiconductors are particularly thirsty.

Japan, the US, and the Quest for Secure Supply Chains
July 30, 2021

Japan, the US, and the Quest for Secure Supply Chains

By Akihiro Furusho
Japan-U.S. cooperation is crucial for ensuring supply chain resilience and thus economic security.

Why US-China Rivalry Might Be Good for Singapore’s Semiconductor Industry
July 13, 2021

Why US-China Rivalry Might Be Good for Singapore’s Semiconductor Industry

By James Guild
Global chip-makers are diversifying their supply chains to hedge against the risks of growing geopolitical competition.
Time for a ‘Semi-Quad’ Alliance
May 28, 2021

Time for a ‘Semi-Quad’ Alliance

By Che-Jen Wang
The U.S., Japan, Taiwan, and South Korea must work together to safeguard global supply chains for semiconductors.

Is Taiwan a Ticking Time Bomb in the Semiconductor Supply Chain?
February 27, 2021

Is Taiwan a Ticking Time Bomb in the Semiconductor Supply Chain?

By Kevin Curran
The overwhelming reliance on Taiwan for critical supply elements creates a combustible situation for the global economy.

Would China Invade Taiwan for TSMC?
December 15, 2020

Would China Invade Taiwan for TSMC?

By John Lee
The second piece of a two-part analysis focusing on semiconductors and cross-strait geopolitics.

Israeli Semiconductors and the US-China Tech War
November 14, 2020

Israeli Semiconductors and the US-China Tech War

By Dale Aluf
With its strong tech industry, Israel has emerged as a rare beneficiary of the U.S.-China rivalry – for now.
China’s Leaders Focus on Tech as They Make 5-Year Economic Plan
October 27, 2020

China’s Leaders Focus on Tech as They Make 5-Year Economic Plan

By Associated Press
Self-reliance, especially amid the growing U.S.-China tech war, is a key theme of the CCP gathering currently underway.

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