Semiconductors & Tech War
As Taiwan sits at the epicenter of the AI and computing revolution, we track the entire semiconductor ecosystem—from upstream chemicals and equipment to advanced packaging and server assembly. Our research decodes the "bifurcation" of global technology standards, analyzing how export controls, entity lists, and the US-China strategic decoupling are reshaping the hardware landscape.
Chips are the new oil, and Taiwan controls the valve. However, the risk is no longer just about supply shortages; it is about compliance and access. Stakeholders must navigate a fragmented world where "technological sovereignty" drives policy. We provide the "ground truth" needed to secure critical components and align R&D strategies with evolving geopolitical red lines.