Tag
Semiconductors
Southeast Asia’s Semiconductor Play
By James Guild
Integrated circuits are acquiring ever greater currency as a geopolitical flashpoint, and this is creating a window of opportunity for countries that are eager to move up the value chain.
How Vietnam Can Realize Its Semiconductor Ambitions
By Ngoc Bach and Kenddrick Chan
Success will require the country to leverage its geo-economic strengths while navigating intensifying geopolitical tensions.
Malaysia Unveils Plans to Become Next Global Chip Hub
By Sebastian Strangio
Anwar Ibrahim has pitched Malaysia to foreign chipmakers as "the most neutral and non-aligned location for semiconductor production."
Semiconductor Agreement at Japan-US Summit
By SUZUKI Kazuto
The two countries move forward with cooperation, despite some diverging interests.
AI Chips for China Face Additional US Restrictions
By Rajeswari Pillai Rajagopalan
China has criticized the latest round of new rules by saying that it will “disrupt the international semiconductor market as well as cooperation among enterprises.”
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.
The State of China’s Semiconductor Industry
By Mercy A. Kuo
Insights from Douglas Fuller.
The Case for an Alliance of Semiconductor Producing Nations
By Carisa Nietsche
The “Semi7” would include countries making meaningful contributions to the semiconductor value chain and that share similar goals.
US and Taiwan: Semiconductor Supply Chain Partnership
By Mercy A. Kuo
Insights from Lotta Danielsson.
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.
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.
‘Chip War’: The China-US Competition for Critical Technology
By Mercy A. Kuo
Insights from Chris Miller.
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