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Taiwan semiconductors

Taiwan’s Semiconductor Export Conundrum

Taiwan’s Semiconductor Export Conundrum

By Kai-Shen Huang
Taiwan’s sales of semiconductors to Chinese entities paradoxically feed a threat to Taiwan’s very existence. Why, then, does Taiwan persist with these exports?

Silicon Shield 2.0: A Taiwan Perspective

Silicon Shield 2.0: A Taiwan Perspective

By Wu Jieh-min
Does Taiwan’s leading position in the semiconductor industry, often referred to as the “Silicon Shield,” actually protect it, or does it increase the risks Taiwan faces?
More Than Mercenary: Why Taiwan’s Semiconductor Dominance Helps the US

More Than Mercenary: Why Taiwan’s Semiconductor Dominance Helps the US

By Kai-Shen Huang
Taiwan’s dominance in chip manufacturing aligns with and supports U.S. interests, given their complementary strengths.

4 Ways China Gets Around US AI Chip Restrictions

4 Ways China Gets Around US AI Chip Restrictions

By Che-Jen Wang
Chinese companies have found loopholes allowing them access to technologies the Biden administration has tried to fence off.

Energy at the Crux of Australia-Taiwan Relations

Energy at the Crux of Australia-Taiwan Relations

By Grant Wyeth
Australia effectively powers Taiwan’s semiconductor industry, and, in turn, powers its Silicon Shield. 

What’s Driving Taiwan’s Mass Protests?
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What’s Driving Taiwan’s Mass Protests?

From Tsai to Lai: Taiwan’s Economic Security Reforms Amid the AI Chip Surge

From Tsai to Lai: Taiwan’s Economic Security Reforms Amid the AI Chip Surge

By Jeremy Chih-Cheng Chang and Chiang Min-yen
Reviewing past achievements and highlighting three unfinished challenges.

Taiwan’s Semiconductor Talent Shortage

Taiwan’s Semiconductor Talent Shortage

By Ray Wang
The island's famed semiconductor sector is struggling to recruit sufficient numbers of chipmakers, posing a long-term threat to the industry.
How Taiwan-ASEAN Semiconductor Cooperation Can Bolster Taipei’s National Security

How Taiwan-ASEAN Semiconductor Cooperation Can Bolster Taipei’s National Security

By Chin Hsueh
Three decades after the first iteration of the “Go South” policy, changing geoeconomic realities are making the idea more attractive than ever.

ASEAN Holds the Key to Reducing US Dependence on Taiwan’s Chip Industry

ASEAN Holds the Key to Reducing US Dependence on Taiwan’s Chip Industry

By Chin Hsueh
Despite U.S. “homeshoring” efforts, the last stage of the semiconductor supply chain remains concentrated in Taiwan. Southeast Asia is a promising alternative.

How the ‘Fab 4’ Can Bring Clarity to Semiconductor Supply Chains

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. 

Despite China-US Dialogues, Semiconductor Supply Chain Remains Uncertain

Despite China-US Dialogues, Semiconductor Supply Chain Remains Uncertain

By Darson Chiu and Arisa Liu
The Biden administration is picking up the pace of engagements with China, while simultaneously continuing to tighten restrictions on China’s access to chip technology.
The Case for an Alliance of Semiconductor Producing Nations 

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.

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