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Semiconductor manufacturing

East Asian Firms Are Critical to America’s Semiconductor Success
May 04, 2022

East Asian Firms Are Critical to America’s Semiconductor Success

By Kuancheng Huang, Chien-Huei Wu, and Nai-Yu Chen
Cutting foreign partners out of the CHIPS for America Act would be catastrophic for the U.S. semiconductor ecosystem.

Mapping China’s Place in the Global Semiconductor Industry
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.
Water With Your Chips? Semiconductors and Water Scarcity in China
August 13, 2021

Water With Your Chips? Semiconductors and Water Scarcity in China

By Elizabeth Wishnick
Semiconductors are particularly thirsty.

TSMC and Samsung: Semiconductor Chip Shortage
July 29, 2021

TSMC and Samsung: Semiconductor Chip Shortage

By Mercy A. Kuo
Insights from David Yoffie.

How Will the Global Semiconductor Crunch Impact South Korea?
April 01, 2021

How Will the Global Semiconductor Crunch Impact South Korea?

By Kyle Ferrier
Most South Korean conglomerates have weathered the shortage much better than their global competitors. That could change as early as this month.

Is Taiwan a Ticking Time Bomb in the Semiconductor Supply Chain?
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.

Taiwan, Chips, and Geopolitics: Part 1
December 10, 2020

Taiwan, Chips, and Geopolitics: Part 1

By John Lee
Taiwan’s TSMC is a critical part of the global semiconductor supply chain. What does that mean for the U.S. and China’s Taiwan policies?
A Diamond in the COVID–19 Rough? Taiwan Export Orders Surge in March
April 21, 2020

A Diamond in the COVID–19 Rough? Taiwan Export Orders Surge in March

By Ankit Panda
What explains the March 2020 surge in Taiwan’s export orders?

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