Focus Area
Supply Chain & Industry
Supply chains were once judged on efficiency alone; resilience, traceability, and political acceptability now matter as much. This section analyzes how supply chains in semiconductors, biotech and services are being restructured, industrial policy built around alliances, and Taiwan’s position and the real costs firms bear.
5 analyses
China's Biotech Supply Chain Advances: How the US Redraws the Safety Borders of the Biomedical Industry
U.S. biotech policy is shifting. Through the Biosecure Act, the COINS Act, and BINSA, Washington is redrawing the boundaries around supply chains, capital, and clinical research to keep advances in dual-use biotechnology from bolstering China's commercial and military capabilities.
The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty
Pax Silica marks a deeper industrial realignment in U.S. technology alliance policy. This article examines how the MATCH Act pushes allies toward common export controls, and how the EU, India, and Taiwan are building policy firewalls to protect their technological sovereignty.
The Ebbing Outsourcing Dividend: How India's GCCs Are Redefining Taiwan's Landscape of Collaboration and Competition
The slump in Indian IT outsourcing stocks shows an old business model being revalued. But India is repositioning itself through Global Capability Centers (GCCs), moving from outsourcing contractor to a hub for multinationals' core capabilities, R&D, and AI deployment.
From Globalization to Allied Networks: How G7 is Redefining Corporate Competition Rules
The G7's shift from globalization to 'de-risking, not decoupling' marks a deep change in the rules of corporate competition. This article examines how companies can turn compliance into competitiveness.
The Next Move in the Chip War: Reconstructing the Semiconductor Supply Chain in the AI Era
Where geopolitics, economics, and AI development intersect, the semiconductor supply chain is no longer just a question of efficiency but a core concern of national security and strategy. This article examines how global companies balance constraints and opportunities.