China semiconductors

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.

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

Global chip-makers are diversifying their supply chains to hedge against the risks of growing geopolitical competition.

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

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

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

With its strong tech industry, Israel has emerged as a rare beneficiary of the U.S.-China rivalry – for now.