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.
August 13, 2021
Water With Your Chips? Semiconductors and Water Scarcity in China
By Elizabeth Wishnick
Semiconductors are particularly thirsty.
July 29, 2021
TSMC and Samsung: Semiconductor Chip Shortage
By Mercy A. Kuo
Insights from David Yoffie.
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.
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.
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?
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?