How the ‘Fab 4’ Can Bring Clarity to Semiconductor Supply Chains
By Jaemin Lee
It’s time for the alliance to break away from its feeble, ad hoc gatherings and help foster the type of predictability that industry needs.
Facing Pressure From China, Can the US Recreate Silicon Valley?
By Charles Mok
The Biden administration’s plan to establish tech hubs across the U.S. can only succeed with effective private-public-academic partnership.
The Current State of U.S.-China Chip Competition
By Lucas Browne and Zachary Durkee
China has yet to substantively respond to the export controls targeting its chip industry, but may do so as restrictions tighten and loopholes are closed.
Conflicting Economic Ideologies May Impact Future China Policy in the US
By Jiachen Shi
China policy has become a proxy for different economic strategies at home: more investment (and deficit spending) vs. budget cuts and a market-driven approach.
It’s Time to Appoint a US Special Envoy for Semiconductors
By Alexandra Seymour
A special envoy’s first job would be to establish a singular voice for U.S. semiconductor policy to address existing tensions in its international and domestic approaches.
The Future of the China-US Chip War
By Zhuoran Li
Beijing sees no choice but to have the state take control of its tech industry amid U.S. pressure. But past experience shows that the big semiconductor push will bring complications.
Source: Dutch, Japanese Join US Limits on Chip Tech to China
By Dee-Ann Durbin and Aamer Madhani
The deal hasn't yet been formally announced, but a source told the AP that the U.S., Japan, and the Netherlands have come to an agreement.
Why Europe Struggles With US Export Controls on China
By Antonia Hmaidi and Rebecca Arcesati
In October, the U.S. passed sweeping new export controls on China. It has not been as easy for the United States to gain buy-in as some in Washington expected.
Don’t Force Europe to Choose Between the United States and China
By Carisa Nietsche
Coercive diplomacy comes at a cost: It threatens to inject friction and erode trust in the transatlantic relationship.
How the US Can Win the Chips War With China
By Seth D. Kaplan
Special manufacturing innovation zones are a better option than the subsidies found in the CHIPS Act.
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.