Tag
China semiconductors
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
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?
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?
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
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
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
By Elizabeth Wishnick
Semiconductors are particularly thirsty.
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
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
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?
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?
By John Lee
The second piece of a two-part analysis focusing on semiconductors and cross-strait geopolitics.