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Semiconductors

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.

Biden to Order a Review of US Supply Chains for Vital Goods
February 25, 2021

Biden to Order a Review of US Supply Chains for Vital Goods

By Associated Press
Over the past year, the fragility of vital supply chains has been revealed repeatedly.

Taiwan, Chips, and Geopolitics: Part 1
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?

Israeli Semiconductors and the US-China Tech War
November 14, 2020

Israeli Semiconductors and the US-China Tech War

By Dale Aluf
With its strong tech industry, Israel has emerged as a rare beneficiary of the U.S.-China rivalry – for now.
The Future of AI Depends on Asia
February 29, 2020

The Future of AI Depends on Asia

By Helena Domashneva
Recent geopolitical, economic and epidemic shocks in Asia reveal the real value of the region in the global economy and its future impact on world’s technological development.

Is This the End of South Korea’s Semi-Charmed Export Life?
January 10, 2019

Is This the End of South Korea’s Semi-Charmed Export Life?

By Troy Stangarone
Live by the semiconductor, die by the semiconductor.

Decoding China's Aerospace Technology Transfer Strategy
May 09, 2018

Decoding China's Aerospace Technology Transfer Strategy

By Robert Farley
China’s own technology transfer policies may be keeping Chinese firms from accessing the world's most advanced equipment.

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