Tag

Semiconductor manufacturing

ASEAN Holds the Key to Reducing US Dependence on Taiwan’s Chip Industry

ASEAN Holds the Key to Reducing US Dependence on Taiwan’s Chip Industry

By Chin Hsueh
Despite U.S. “homeshoring” efforts, the last stage of the semiconductor supply chain remains concentrated in Taiwan. Southeast Asia is a promising alternative.

It’s Time to Appoint a US Special Envoy for Semiconductors

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 Chip 4 Alliance Might Work on Paper, But Problems Will Persist

The Chip 4 Alliance Might Work on Paper, But Problems Will Persist

By Arjun Gargeyas
Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?

Biden’s Uphill Battle to Restructure the Global Semiconductor Sector

Biden’s Uphill Battle to Restructure the Global Semiconductor Sector

By Tian He and Anton Malkin
Is it possible – or advisable – to remake global value chains in order to boost U.S. national security?

East Asian Firms Are Critical to America’s Semiconductor Success

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

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

Water With Your Chips? Semiconductors and Water Scarcity in China

By Elizabeth Wishnick
Semiconductors are particularly thirsty.
TSMC and Samsung: Semiconductor Chip Shortage

TSMC and Samsung: Semiconductor Chip Shortage

By Mercy A. Kuo
Insights from David Yoffie.

How Will the Global Semiconductor Crunch Impact South Korea?

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?

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

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

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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