July 29, 2021
TSMC and Samsung: Semiconductor Chip Shortage
By Mercy A. Kuo
Insights from David Yoffie.
December 15, 2020
Would China Invade Taiwan for TSMC?
By John Lee
The second piece of a two-part analysis focusing on semiconductors and cross-strait geopolitics.
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?
October 28, 2020
What Can Taiwan’s Semiconductor Industry Learn From Japan?
By Gary Xie and Sophie Grant
Taiwan’s semiconductor industry will require major restructuring if it wishes to maintain its competitive edge in the crowded global market.
May 15, 2020
Taiwan Chipmaker Announces US Factory as Apple Pledges to Expand Taiwan Investment
By Nick Aspinwall
Semiconductor giant TSMC will invest $12 billion in a new Arizona chip plant, it announced Friday, while Apple will expand its Taiwan footprint.
April 21, 2020
A Diamond in the COVID–19 Rough? Taiwan Export Orders Surge in March
By Ankit Panda
What explains the March 2020 surge in Taiwan’s export orders?