Tag
U.S. semiconductor industry
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?
Market Conditions, China Restrictions Put the Squeeze on Bidenomics
By Justin Fendos
The potent combination of dropping prices, reduced competitiveness, and access restrictions to China have hampered U.S. initiatives to boost manufacturing in industries like semiconductors and solar power.
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.
The US CHIPS Act, 2 Years Later
By Jacob Feldgoise
The CHIPS Act can succeed, but only if U.S. policymakers give it time to work and a mandate to focus on the future.
The Other Half of ‘Chip 4’: Japan and South Korea’s Different Paths to De-risking
By Charles Mok
As Japan's semiconductor revival is firing on all cylinders, South Korea must move past its dependence on China to find its groove again.
The Missing Links in US Chip Policy
By Young-sun Park
Like it or not, the semiconductor industry is globalized. Washington’s strategy must reflect this reality by elevating coordination with democratic partners.
Why US Semiconductor Export Controls Backfire
By Matthew Schleich and Thibault Denamiel
And how Washington can save its 21st century economic security strategy.
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.
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 Current State of U.S.-China Chip Competition
By Lucas Browne and Zachary Durkee
China has yet to substantively respond to the export controls targeting its chip industry, but may do so as restrictions tighten and loopholes are closed.
It’s Time to Appoint a US Special Envoy for Semiconductors
By Alexandra Seymour
A special envoy’s first job would be to establish a singular voice for U.S. semiconductor policy to address existing tensions in its international and domestic approaches.
Source: Dutch, Japanese Join US Limits on Chip Tech to China
By Dee-Ann Durbin and Aamer Madhani
The deal hasn't yet been formally announced, but a source told the AP that the U.S., Japan, and the Netherlands have come to an agreement.
‘Chip War’: The China-US Competition for Critical Technology
By Mercy A. Kuo
Insights from Chris Miller.
India-US Semiconductor Cooperation
By Shaumik Ghosh
Can India insert itself into the pantheon of global chipmakers with a little help from Washington?
How the US Can Win the Chips War With China
By Seth D. Kaplan
Special manufacturing innovation zones are a better option than the subsidies found in the CHIPS Act.
The China-US Tech War: What’s Next?
Johanna Costigan, Shihoko Goto, and Alexandra Seymour the China-U.S. competition for tech dominance and the implications for third countries.
The Chip 4 Alliance Might Work on Paper, But Problems Will Persist
By Arjun Gargeyas
Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?
Biden’s Uphill Battle to Restructure the Global Semiconductor Sector
By Tian He and Anton Malkin
Is it possible – or advisable – to remake global value chains in order to boost U.S. national security?
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.
Can an Antifragile Mindset Help Reframe the China-US Tech Rivalry?
By Manoj Harjani and Tan Ming Hui
If removed from its zero-sum framing, the China-U.S. tech competition could actually be good for both countries in the long term.
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.
India’s Semiconductor Pursuit
By Rajeswari Pillai Rajagopalan
New Delhi is clearly making a push to expand its capabilities in the critical semiconductor industry.
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
By Mercy A. Kuo
Insights from David Yoffie.
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