Focus Area
Semiconductors & Supply Chain
Semiconductors are among the few industries combining high technical barriers, extreme geographic concentration, and acute political sensitivity — which is why they have become the most direct arena of great-power competition. This section covers advanced-node competition, equipment and materials controls, and Taiwan's structural position within them.
2 analyses
The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty
The emergence of Pax Silica marks a deeper industrial realignment in U.S. technology alliance policies. Explore how tools like the MATCH Act force export control convergence, and how allies like the EU, India, and Taiwan build policy firewalls to preserve their tech sovereignty.
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 an efficiency issue, but the core of national security and strategic layout. This article explores how global enterprises seek balance between constraints and opportunities.