China semiconductors

The recent investigations come amid rising geostrategic competition, a domestic political transition, and broader regulatory tightening.

Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?

SMIC’s 7nm process advancement – despite heavy U.S. sanctions – will have major implications for East Asia.

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.

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 approach to the COVID-19 pandemic is hampering strategic efforts to rejuvenate the IC industry.

If removed from its zero-sum framing, the China-U.S. tech competition could actually be good for both countries in the long term.

It has become conventional wisdom in the United States that semiconductor manufacturing is a security issue. But that view is mistaken.

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.

China’s national interests and supply chain security for the most “core” of technologies.

Semiconductors are particularly thirsty.