https://www.scmp.com/rss/506124/feed Pranay Kotasthane is a head of research at the Takshashila Institution, a centre for research and education in public policy. He leads a project on the geopolitics of semiconductors. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com The semiconductor industry has become a major front in the US-China tech war. Given that this is a weak link in China’s otherwise impressive technology stack, the US has imposed export controls restricting Chinese semiconductor companies from accessing key equipment, software, and intellectual property. China has been aware of this weak link. Since 2014, the Chinese state set up two “Big Funds” to raise money primarily from government bodies – the finance ministry, state-owned enterprises, local... https://www.scmp.com/tech/article/3109569/chinas-semiconductor-gold-rush-reality-check?utm_source=rss_feed https://www.scmp.com/tech/article/3109569/chinas-semiconductor-gold-rush-reality-check?utm_source=rss_feed Sat, 14 Nov 2020 23:00:13 +0000 Last month Taiwan Semiconductor Manufacturing Company (TSMC) – the world’s largest contract chip maker which produces processors for Apple, Huawei, AMD and many others – announced plans to build a US$12 billion chip production plant in the US state of Arizona. US Secretary of State Mike Pompeo said the deal “bolsters US national security at a time when China is trying to dominate cutting-edge tech and control critical industries”. On the same day, it was reported that TSMC had stopped taking new... https://www.scmp.com/tech/enterprises/article/3086998/how-covid-19-changes-geopolitics-semiconductor-supply-chains?utm_source=rss_feed https://www.scmp.com/tech/enterprises/article/3086998/how-covid-19-changes-geopolitics-semiconductor-supply-chains?utm_source=rss_feed Mon, 01 Jun 2020 22:00:15 +0000