Mentioned Publications

How rising tensions across the Taiwan Strait could threaten global trade – William Langley, Chan Ho-him, and Thomas Hale, Financial Times, 5 August 2022
China’s military drills are playing out in one of the most heavily trafficked shipping lanes in the world.
China bans thousands of Taiwan food imports as Pelosi trip riles – Cissy Zhou and Thompson Chau, Nikkei Asia, 2 August 2022
In retaliation to Speaker Pelosi’s visit, China has banned thousands of Taiwanese food imports.
China Is Moving to Tighten Label Rules on Goods From Taiwan – Debby Wu and Danny Lee, Bloomberg, 5 August 2022
China is ramping up enforcement of existing rules on how Taiwanese products are labeled.
Pelosi’s Taiwan Trip Spurs Chinese Battery Giant to Pause Plant Debut – Eric Martin, Edward Ludlow, and Gabrielle Coppola, Bloomberg, 3 August 2022
The announcement of a major Chinese investment is suspended because of political tensions.
The CHIPS and Science Act of 2022 – H.R. 4346, 29 July 2022
The CHIPS+ legislation was passed by the US Congress.
CHIPS Act leaves chipmakers facing a choice between U.S. and China – Cheng Ting-Fang, Lauly Li, and Yifan Yu, Nikkei Asia, 2 August 2022
The US Congress passes legislation providing over $52 billion in subsidies for semiconductor manufacturers, to shift chip markets away from China.
After a turbocharged boom, are chipmakers in for a supersize bust? – The Economist, 10 July 2022
Are US subsidies becoming available just as supply begins to boom and global demand is weakening?
The resilience myth: Fatal flaws in the push to secure chip supply chains – Cheng Ting-Fang and Lauly Li, Nikkei Asia, 27 July 2022
Will efforts to subsidize semiconductor production prove fruitful?
Securing Semiconductor Supply Chains – William Reinsch, Emily Benson, and Aidan Arasasingham, Center for Strategic and International Studies, August 2022
Which countries would be the best candidates for friend-shoring US semiconductor supply chains?
'Made in China 2025' thrives with subsidies for tech, EV makers – Kenji Kawase, Nikkei Asia, 22 July 2022
Subsidies continue even as the “Made in China” moniker disappears.
Experts raise eyebrows at claims China has successfully deployed advanced chipmaking technology at scale – Max A. Cherney, Protocol, 24 July 2022
Has China successfully advanced its chip manufacturing capabilities by two generations?
The US is ready to block China’s access to advanced chip design software – Max A. Cherney, Protocol, 2 August 2022
The US may implement new export restrictions on software used to design next-generation chips.