The Treacherous Silicon Triangle
Finding a way to manage this treacherous “silicon triangle” among Beijing, Taiwan, and Washington is thus one of the most important—and trickiest—challenges for U.S. foreign policy today. Read More Here
Finding a way to manage this treacherous “silicon triangle” among Beijing, Taiwan, and Washington is thus one of the most important—and trickiest—challenges for U.S. foreign policy today. Read More Here
The U.S. is betting billions on its semiconductor push, but it needs more people for the factory floors. Read More Here
While capitalizing on its domestic tech skills, India will need to enter into collaborative tech alliances to make itself an integral part of the global semiconductor industry. Read More Here
US export curbs threaten record losses for Japanese, South Korean and Taiwanese chip makers and don’t guarantee China’s demise. Read More Here
The best method to strengthen and secure the supply chain is a coordinated approach with allies and partners that avoids completely excluding China, so long as it refrains from destabilising behaviours such as invading Taiwan. Read More Here
US ‘friendshoring’ and Chips 4 alliance may or may not lure region’s semiconductor heavies to Washington’s side. Read More Here
Whatever their electoral implications, recent US legislative achievements – from the CHIPS and Science Act to the Inflation Reduction Act – portend a massive increase in long-term investment in America’s growth potential, and in balancing out the various dimensions of its growth pattern. It’s a change that couldn’t come too soon. Read More Here
This year’s semiconductor shortages underscore the need for a comprehensive strategy to maintain a reliable supply of components that are now indispensable to both the economy and national security. A successful strategy will have four main components. Read More Here
American innovation from smartphones to search engines to gene sequencing, is built on a foundation of impossibly intricate, perfectly etched silicon. But few of those semiconductors are actually made in the US. Only 12 percent of chips sold worldwide were made in the US in 2019, down from 37 percent in 1990. Read More Here
The supply of semiconductors was at risk long before the pandemic, and the virus is only partly to blame for today’s shortages. One of the biggest culprits was a sudden shift in U.S. trade policy. Read More Here