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.
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.
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.
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.
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.
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.
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.
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.
September 25, 2020
Can China Become the World Leader in Semiconductors?
By Justin Hodiak and Scott W. Harold
China’s semiconductor industry faces considerable challenges in reaching global leadership status. But don't assume it's impossible.
April 24, 2020
Countering China’s Technonationalism
By Martijn Rasser
A new approach is needed if today’s leaders are to maintain their primacy in cutting-edge technology.
February 29, 2020
The Future of AI Depends on Asia
By Helena Domashneva
Recent geopolitical, economic and epidemic shocks in Asia reveal the real value of the region in the global economy and its future impact on world’s technological development.