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China semiconductors

The China-US Tech War: What’s Next?
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.

What’s Driving China’s Chip Sector Crackdown?
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.
The Chip 4 Alliance Might Work on Paper, But Problems Will Persist
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?

China’s Semiconductor Breakthrough
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.

China Moves to Fill The Void Left By Russia Sanctions – On Its Own Terms
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.

Lithography: The Achilles’ Heel of China’s Semiconductor Industry?
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.

China’s ‘Zero COVID’ Policy Is Hurting Its Semiconductor Dreams
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.
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.

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