Taiwan semiconductors

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.

It has become conventional wisdom in the United States that semiconductor manufacturing is a security issue. But that view is mistaken.

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

Advanced semiconductors play an important role in the defense industry, and Taiwan supplies the lion’s share of those chips.

Semiconductors are particularly thirsty.

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

Taiwan, under pressure to alleviate a global chip shortage, is fighting a drought at home and recruitment of its engineers by Chinese competitors.

The country is facing its most severe water shortage in 56 years, but officials say water supplies will likely be sufficient until monsoon rains in late May.

The overwhelming reliance on Taiwan for critical supply elements creates a combustible situation for the global economy.

The second piece of a two-part analysis focusing on semiconductors and cross-strait geopolitics.