How Silicon Valley looks at the Taiwan miracle (2): Taiwan manages without a national security strategy

Controversies over its sovereignty have prevented Taiwan from having a clear national strategy. But who’s at fault? Winston Churchill once said Britain’s strategy for the past 400 years had been to avoid the Low Countries from falling into the hands of the great powers in Continental Europe. The national strategy of the US, on the other hand, is to maintain international hegemony by leveraging its knowledge, technology and patents, backed by its military prowess.

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2023 Outlook: China in sanction aftershock, TSMC sees limited impacts

Year 2022 marks a new height of the US-China chip war, with the US government imposing unprecedented sanctions against China’s semiconductor sector. As the year draws to a close, many are left to wonder: what lies over the horizon of 2023? How will the chip war impact key players in the global chip industry, especially ASML, a linchpin in the semiconductor upstream, TSMC, the world’s leading foundry, and SMIC, China’s most advanced foundry?

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