Latest Articles about semiconductors

Encircling the West: The PRC Gains Ground in Legacy Chips

Executive Summary: Beijing is on course to dominate innovation in and production of legacy semiconductor chips, which strategists see as a way to push back against U.S.-led containment in critical technologies. These chips, used everywhere from vehicles to defense, offer a scalable and resilient path... MORE

Star Hostage: TSMC, China’s Drive to Conquer Taiwan, and the Race to Win AI Superiority

Executive Summary: Talent flows uncovered between Taiwan Semiconductor Manufacturing Company’s (TSMC) operations in the People’s Republic of China (PRC) and several sanctioned PRC firms constitute risks to the company’s position at the leading edge of the global chip industry. TSMC’s transition to encompass other parts... MORE

MIIT Overhypes Lithography Breakthrough

Executive Summary: The People’s Republic of China (PRC) has announced breakthroughs in semiconductor manufacturing, specifically in Deep Ultraviolet (DUV) lithography, as part of its effort to achieve technological self-sufficiency amid US sanctions. The DUV machines showcased by the Ministry of Industry and Information Technology (MIIT)... MORE