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Semiconductors

Why Europe Struggles With US Export Controls on China
December 27, 2022

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
December 12, 2022

‘Chip War’: The China-US Competition for Critical Technology

By Mercy A. Kuo
Insights from Chris Miller.
Could Semiconductors Tip the India-Taiwan Scale? 
November 01, 2022

Could Semiconductors Tip the India-Taiwan Scale? 

By Rajeswari Pillai Rajagopalan
India is set to expand its economic ties with Taiwan significantly. 

Taiwan Chipmaker TSMC Says Quarterly Profit $8.8 Billion
October 14, 2022

Taiwan Chipmaker TSMC Says Quarterly Profit $8.8 Billion

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

The Chip 4 Alliance Might Work on Paper, But Problems Will Persist
August 25, 2022

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?

The Japan-US Alliance Embraces the Economic
August 12, 2022

The Japan-US Alliance Embraces the Economic

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

Biden’s Uphill Battle to Restructure the Global Semiconductor Sector
July 01, 2022

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?
India’s Semiconductor Pursuit
January 28, 2022

India’s Semiconductor Pursuit

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

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.

Why US-China Rivalry Might Be Good for Singapore’s Semiconductor Industry
July 13, 2021

Why US-China Rivalry Might Be Good for Singapore’s Semiconductor Industry

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

Time for a ‘Semi-Quad’ Alliance
May 28, 2021

Time for a ‘Semi-Quad’ Alliance

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

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