Semiconductors

China’s most successful AI product embodies the paradox of export controls: they can be successful and still fail to achieve the ultimate strategic goal.

Taipei is bracing for reduced patience and heightened pressure from the incoming Trump administration.

Anwar Ibrahim says that his country's "neutrality and openness for partnership" make it a "natural hub" for high-tech manufacturing.

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.

Success will require the country to leverage its geo-economic strengths while navigating intensifying geopolitical tensions.

Anwar Ibrahim has pitched Malaysia to foreign chipmakers as "the most neutral and non-aligned location for semiconductor production."

The two countries move forward with cooperation, despite some diverging interests.

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.” 

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. 

Insights from Douglas Fuller.

The “Semi7” would include countries making meaningful contributions to the semiconductor value chain and that share similar goals.

Insights from Lotta Danielsson. 

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.

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.

Insights from Chris Miller.

India is set to expand its economic ties with Taiwan significantly. 

Chipmakers are benefiting for demand for next-generation telecoms, high-performance computing and chips for use in products from cars to medical devices.

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

The advent of the new Economic 2+2 shows how closely economic issues are intertwined with security concerns.

Is it possible – or advisable – to remake global value chains in order to boost U.S. national security?

New Delhi is clearly making a push to expand its capabilities in the critical semiconductor industry.

China’s national interests and supply chain security for the most “core” of technologies.

Global chip-makers are diversifying their supply chains to hedge against the risks of growing geopolitical competition.

The U.S., Japan, Taiwan, and South Korea must work together to safeguard global supply chains for semiconductors.