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Taiwan, China and Semiconductors

John Lee Commentary

Rising tensions surrounding Taiwan in the wake of Nancy Pelosi’s visit have illuminated the island’s critical role in the global economy, thanks to its singular place in the semiconductor supply chain. Yet rather than increasing Beijing’s incentives to pull the trigger on an invasion of Taiwan, the global importance of TSMC and other Taiwanese semiconductor companies discourages it. Taiwan’s position …

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Geopolitics of the Global Semiconductor Value Chain

Jan-Peter Kleinhans Commentary

The semiconductor value chain is highly interdependent, with some areas overwhelmingly dominated by a few companies or countries. Given Europe’s position in the value chain, European policymakers working toward strategic autonomy would do well to consider questions of access, leverage and resilience in addition to ownership. Semiconductors, such as processors or memory chips, are the drivers of the accelerating digitalization …

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Supply Chain Security Beyond 5G

Joanna Świątkowska Opinions

The global architecture of supply chains is changing in front of our eyes. The 5G debate and now the COVID-19 pandemic have made us aware of how interconnected the world is and how much we rely on each other. This momentum must be captured. Important decisions about how to re-define supply chains are imminent, and security must be placed at …