Semiconductors
The ‘Silicon Drain’: When US Tech Sovereignty Erodes Taiwan’s Shield
Strategic planners in the Indo-Pacific region will likely face an unsettling week after the latest reports. The Trump administration is making its way through...
Can the CHIPS Act Truly Cut America’s Reliance on Taiwan’s Semiconductor Industry?
In 2022, US President Joe Biden officially signed the CHIPS and Science Act, a form of protectionism for the domestic manufacturing industry and a...
Mexico’s Strategic Dilemma: The National Grid as the Silent Handbrake on AI and Semiconductors
Introduction: The Ambition at the Crossroads
Mexico currently faces an unparalleled economic juncture. Global geopolitical dynamics, driven by nearshoring and the imperative to diversify supply...
Critical Industries, Critical Risks in ASEAN Supply Chains
ASEAN is attempting to secure a foothold in the global semiconductor and electric-vehicle battery industries. Malaysia, Indonesia, and Thailand have each announced concrete industrial...
The Microchip Cold War: The US-China Power Competition Over NVIDIA
US and China have long competed to become world powers, particularly in the technology sector. Since 2022, the US has systematically restricted the supply...
Who Controls the Chips, Controls the World: The Silicon Cold War
The great power struggle of the twenty-first century is no longer waged in battlefields or oil markets. It is now fought in the microscopic...
Taiwan Powers AI: The Hardware Realignment
Innovative technologies, including artificial intelligence, have ceased to be a niche technology, becoming the mainstay of modern economies. Hyperscalers and enterprise artificial intelligence solutions,...
Emergence of Vietnam in the Global Semiconductor Supply Chain
Vietnam is rapidly positioning itself as a significant player in the global market of semiconductors. This vision is supported by the strategic government initiatives,...
The Dynamics of Semiconductor Competition in East Asia
This article discusses the dynamics of competition within the semiconductor industry in East Asia through the lens of international political economy. In today's digital...
Role of the Southeast Asia Semiconductor Industry and the “Chips” Supply Chain
In 2024, the global semiconductor sales reached US $630.5 billion (Semiconductor Industry Association, 7 Feb 2025). The US-China trade and tech rivalry has caused...