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TSMC

East Asian Firms Are Critical to America’s Semiconductor Success
May 04, 2022

East Asian Firms Are Critical to America’s Semiconductor Success

By Kuancheng Huang, Chien-Huei Wu, and Nai-Yu Chen
Cutting foreign partners out of the CHIPS for America Act would be catastrophic for the U.S. semiconductor ecosystem.

Are Semiconductors a National Security Issue?
April 21, 2022

Are Semiconductors a National Security Issue?

By Chi-hung Wei
It has become conventional wisdom in the United States that semiconductor manufacturing is a security issue. But that view is mistaken.
How Taiwan Underwrites the US Defense Industrial Complex
November 09, 2021

How Taiwan Underwrites the US Defense Industrial Complex

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

TSMC and Samsung: Semiconductor Chip Shortage
July 29, 2021

TSMC and Samsung: Semiconductor Chip Shortage

By Mercy A. Kuo
Insights from David Yoffie.

Would China Invade Taiwan for TSMC?
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.

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?

What Can Taiwan’s Semiconductor Industry Learn From Japan?
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.
Taiwan Chipmaker Announces US Factory as Apple Pledges to Expand Taiwan Investment
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.

A Diamond in the COVID–19 Rough? Taiwan Export Orders Surge in March
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?

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