How iCET offers US and India a perfect platform to decouple China from semiconductor supply chain
1 year, 8 months ago

How iCET offers US and India a perfect platform to decouple China from semiconductor supply chain

Firstpost  

The first-ever meeting of the India-United States Initiative on Critical and Emerging Technologies, held on the 31 January in Washington D.C., provided an indicative roadmap for future technology cooperation and diplomacy between the two states. With semiconductor technology remaining an integral part of the ongoing tech war between the US and China, there have been increased efforts at revamping the current structure of the global supply chain. It is imperative that both countries use the iCET to introduce liberal trade regimes for the semiconductor supply chain, thereby increasing global engagement as well as reducing existing dependencies. As per the fact sheet, both countries intend to promote the development of a skilled workforce that will support global semiconductor supply chains and encourage the development of joint ventures and technology partnerships. Previously, multilateral efforts have been proposed to secure the global semiconductor supply chain and start the decoupling process from China.

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History of this topic

Supply chain council formed under Indo-Pacific agreement with US as Chair, India Vice-Chair
2 weeks, 6 days ago

Supply chain council formed under Indo-Pacific agreement with US as Chair, India Vice-Chair

Live Mint  

New Delhi, December 4 : In a step towards bolstering supply chain resilience, a Supply Chain Council has been established under the Supply Chain Resilience Agreement, a key component of the Indo-Pacific Economic Framework for Prosperity. The Agreement, signed in November 2023 and effective from February 24, 2024, seeks to enhance supply chain stability, particularly in critical sectors vital for …

Impending chip moves expose US hypocrisy again
Trending News
4 weeks ago

Impending chip moves expose US hypocrisy again

China Daily  

By LI YANG | China Daily | Updated: 2024-11-26 08:07 A view of the booth of Semiconductor Manufacturing International Corp during an expo in Shanghai. The Joe Biden administration is set to unveil new export restrictions on China as soon as this week, the US Chamber of Commerce told members in a Thursday email. These are typical nonmarket moves that, …

Southeast Asia’s Semiconductor Play
1 month ago

Southeast Asia’s Semiconductor Play

The Diplomat  

In September 2009 Temasek Holdings, one of Singapore’s state-run investment funds, divested its 62 percent stake in a company called Chartered Semiconductor Manufacturing. Given the existing IC assembly and testing infrastructure, Southeast Asia could be primed to play an important role in de-risking global semiconductor supply chains. From 2018 to 2021, Thailand averaged $10.5 billion in chip exports, about 1 …

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips
1 month ago

Fearing Donald Trump’s sanctions, Chinese AI businesses scramble to stockpile US chips

Firstpost  

China’s purchases of American semiconductors soared to $1.11 billion in October, a 60 per cent increase compared to the same period last year. Between January and October, chip imports from the US totalled $9.61 billion Trump’s return to the presidency has reignited concerns in China about expanded sanctions targeting its tech industry. Recent customs data reveals that China’s purchases of …

India must cash in on chip war
1 month, 1 week ago

India must cash in on chip war

Hindustan Times  

The US government’s latest directive to TSMC, halting shipments of advanced semiconductors to China, marks a significant escalation in the global chip wars. The US has tightened its grip on advanced chip sales to China, from restricting Nvidia and AMD’s AI chip sales in 2022 to planning additional controls on about 120 Chinese tech firms. The Biden administration’s sustained pressure …

EU Rethinks Semiconductor Strategy to Counter China's Rise
1 month, 3 weeks ago

EU Rethinks Semiconductor Strategy to Counter China's Rise

China Daily  

The European Union is recalibrating its semiconductor strategy in response to the fierce confrontation between China and the United States. The EU is focusing on geopolitical security, economic security, and technological competition to address these issues. The EU has introduced the European Chips Act, which aims to increase its share of the global semiconductor market to 20 percent by 2030, …

EU Rethinks Semiconductor Strategy Amid China's Technological Advance
1 month, 3 weeks ago

EU Rethinks Semiconductor Strategy Amid China's Technological Advance

China Daily  

The European Union is recalibrating its semiconductor strategy in response to the fierce confrontation between China and the United States. The EU is focusing on geopolitical security, economic security, and technological competition to address the challenges posed by China's rapid progress in semiconductor technology. The EU has introduced the European Chips Act, which aims to increase its share of the …

The soldiers of the silicon supply chain are worried
4 months, 3 weeks ago

The soldiers of the silicon supply chain are worried

Live Mint  

There is a wry sense of seen-it-all-before in the crucible of the world’s semiconductor industry. When your columnist took the bullet train to Hsinchu Science Park, home to Taiwan Semiconductor Manufacturing Company, the world’s biggest chip producer, on May 24th, China was simulating a military encirclement of Taiwan in waters not far over the horizon. “Since 1996 China has been …

China calls on countries to resist US economic coercion
5 months ago

China calls on countries to resist US economic coercion

China Daily  

BEIJING -- China's Ministry of Commerce on Friday called on relevant countries to resist economic coercion from the US in the semiconductor sector. The ministry said that China hopes relevant countries will adhere to market principles and the spirit of their contracts, resist the economic coercion from the US, and work together to safeguard the stability of global industrial and …

Decoding global semiconductor geopolitics and India’s strategic options | The Hindu On Books podcast
1 year, 1 month ago

Decoding global semiconductor geopolitics and India’s strategic options | The Hindu On Books podcast

The Hindu  

Most of us would remember the sudden shortage of semiconductor chips during the pandemic – how it affected automobile manufacturing, delaying deliveries, and in many cases, even caused manufacturers to deliver cars without some features. But semiconductors form an integral component of not just cars but almost any high tech device we use today – from smartphones and laptops to …

Semiconductor sale restrictions hurting 'chip alliance' members
1 year, 2 months ago

Semiconductor sale restrictions hurting 'chip alliance' members

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. A year after the Joe Biden administration took the first step toward restricting semiconductor sales to China, it has begun drafting additional measures. But progress has slowed down in recent months as US chip companies are telling the government that cutting sales to …

Supply Chain Dynamics in the Japan-Europe Relationship
1 year, 4 months ago

Supply Chain Dynamics in the Japan-Europe Relationship

The Diplomat  

Japanese Prime Minister Kishida Fumio’s attendance at the NATO summit in Lithuania last month sparked a wave of commentary about Japan’s growing convergence with the security alliance, driven by shared concerns about China. At the meeting, Japan and the EU signed a “Memorandum of Cooperation on semiconductors.” On July 6, the Japan Organization for Metals and Energy Security and the …

India As Semiconductor Hub: Why China Challenge Is A Big Factor
1 year, 4 months ago

India As Semiconductor Hub: Why China Challenge Is A Big Factor

ABP News  

The Industrial Revolution 5.0 would not be here without the semiconductor chips. Chinese commentator Sima Nan, talking about Foxconn’s business plans in India, said: “Foxconn’s future lies in the acceptance of 'one country two systems' in a peaceful and prosperous world, there is no other way.” This was a warning not only to Foxconn but also to India, which seems …

India and Japan look to collaborate in building semiconductors and resilient supply chains
1 year, 4 months ago

India and Japan look to collaborate in building semiconductors and resilient supply chains

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Read our privacy policy India and Japan explored collaborating …

NYT: US chipmakers need China
1 year, 5 months ago

NYT: US chipmakers need China

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. Swanson noted that global semiconductor companies are finding themselves in an extremely tricky position as they try to straddle a growing rift between the United States and China. Those tensions were reflected during Treasury Secretary Janet L. Yellen's recent visit to Beijing, where …

The chips are down: Inside India’s technicoloured semi-conductor dreams
1 year, 5 months ago

The chips are down: Inside India’s technicoloured semi-conductor dreams

Hindustan Times  

Silicon chips and semiconductors, terms often used interchangeably, are actually distinct things. “The number of car-mounted semiconductor devices has been increasing steadily, particularly for future ADAS or Advanced Driver Assistance Systems,” is how Hitachi’s semiconductor knowledgebase describes the changes unfolding. Research firm Deloitte’s ‘TMT Predictions Report’ 2023 – India Chapter’ report released in February, estimates the Indian semiconductor market to …

K.C. Singh | India-US ties: Roadmap set, but hurdles remain
1 year, 6 months ago

K.C. Singh | India-US ties: Roadmap set, but hurdles remain

Deccan Chronicle  

Prime Minister Narendra Modi arrived in New York on June 21, on his first-ever state visit to the United States. The Prime Minister finally answered a media question at the White House when a Wall Street Journal correspondent asked both the host and the guest whether India’s democratic slippage had been discussed? Mr Modi simply denied any threat to India’s …

India-US deepen ties, first strategic trade dialogue on June 4-5
1 year, 7 months ago

India-US deepen ties, first strategic trade dialogue on June 4-5

Hindustan Times  

Expanding their multi-level engagement, India and US will hold the first meeting of Strategic Trade Dialogue on June 4-5 to implement the outcomes of the initiative on Critical and Emerging Technology by streamlining export controls, enhancing high-tech commerce and facilitating tech transfer between the two countries. File photo of US President Joe Biden and Indian PM Narendra Modi The first …

Can India Emerge a Global Chip Powerhouse?
1 year, 9 months ago

Can India Emerge a Global Chip Powerhouse?

The Diplomat  

The world is in the grip of the geopolitics of technology. Correspondingly, through iCET, India has entered into a public-private collaboration in the chip ecosystem with the U.S. Semiconductor Industry Association, whose goals are to elevate India’s presence in the global chip industry. Liu Zongyi, the secretary general of the Research Center for China-South Asia Cooperation at the Shanghai Institute …

India-US Semiconductor Groups Join Hands to Strengthen Chip Ecosystem Ahead of Budget Presentation
1 year, 10 months ago

India-US Semiconductor Groups Join Hands to Strengthen Chip Ecosystem Ahead of Budget Presentation

News 18  

The India Electronics and Semiconductor Association and the US Semiconductor Industry Association have announced plans to develop a private-sector task force to strengthen collaboration between both countries in the global semiconductor ecosystem, just ahead of Finance Minister Nirmala Sitharaman presenting the Union Budget 2023. These are developing a “readiness assessment” regarding the semiconductor ecosystem in India; assembling industry, government, and …

First Principles | How the chips fall in the battle for semiconductors
2 years ago

First Principles | How the chips fall in the battle for semiconductors

Hindustan Times  

“Wrap your head around this,” says Pankaj Jain over the phone, “over 80% of chips designers are Indian.” While this good news comes from an informal conversation with the New York-based founder and managing partner of Saka Ventures, it throws up some questions as well. What makes this battle for semiconductors more compelling still is that the world’s semiconductor headquarters …

Are Taiwanese chip firms decoupling from China? | Today’s Cache
2 years, 1 month ago

Are Taiwanese chip firms decoupling from China? | Today’s Cache

The Hindu  

The U.S. has been stifling China’s advances in building technology using American intellectual property. Caught between the two countries are Taiwanese chip firms as both China and the U.S. are keen to curry favour with companies that count major technology firms like Apple, Nvidia and Qualcomm as their customers. Despite large-scale investments in the U.S. by Taiwan Semiconductor Manufacturing Company …

How Xi sacrificed China’s future in pursuit of total power
2 years, 1 month ago

How Xi sacrificed China’s future in pursuit of total power

The Telegraph  

The island, which drives just 1pc of global economic output, punches well above its weight because it’s cornered a large share of the market. “It hasn’t increased at all, despite all the money Beijing has spent trying to lure Taiwanese engineers to come over to China to help them,” says Gareth Leather, senior Asia economist at the consultancy. “If there …

China chip industry group ‘troubled’ by US export curbs
2 years, 2 months ago

China chip industry group ‘troubled’ by US export curbs

Al Jazeera  

China’s top trade group for the chip sector has said it is “disappointed” by recent US export controls and warned they could put more stress on global supply chains. Last week, the US Department of Commerce passed a sweeping set of regulations aimed at kneecapping advancements in China’s semiconductor industry. If enforced broadly, the regulations could bar research labs and …

New Restrictions in Order as US Takes Aim at China’s Semiconductor Industry Ambitions: Report
2 years, 2 months ago

New Restrictions in Order as US Takes Aim at China’s Semiconductor Industry Ambitions: Report

News 18  

The Biden administration is ramping up its efforts to contain China’s ability to make cutting-edge circuitry by preparing export controls which will further impact its semiconductor sector. China’s semiconductor industry growth could face a stumbling block as the US, South Korea and European countries could enforce joint export restrictions as they hold a near-monopoly over production and sales of key …

Precision Engineering: Paving the way for India's self-reliance
2 years, 3 months ago

Precision Engineering: Paving the way for India's self-reliance

Firstpost  

Indian economy’s recovery from pandemic-induced stresses and business disruptions has received a thumbs up from IMF and global economists. The prevailing geopolitical hurdles have further enhanced the crucial importance of Atmanirbharta in strengthening the country’s digital infrastructure, especially at a time when India is driving tech-led growth and digital inclusion through schemes like BharatNet, encompassing rural broadband connectivity and up-gradation …

Former South Korean diplomat: Chip 4 cannot contain China
2 years, 3 months ago

Former South Korean diplomat: Chip 4 cannot contain China

China Daily  

A former senior diplomat from the Republic of Korea has said a chip alliance led by the United States cannot contain China's chip development. Ra once served as the ROK's ambassador to Japan and the United Kingdom, a director of its National Intelligence Service, and a senior national security advisor to the Blue House, the official residence of the country's …

Facing Chinese threat, what’s at stake for Taiwan’s semiconductor industry
2 years, 4 months ago

Facing Chinese threat, what’s at stake for Taiwan’s semiconductor industry

Hindustan Times  

The leading chip factory in the world would be converted “not operable” if China invades Taiwan, said Mark Liu, chairperson of Taiwan Semiconductor Manufacturing Co, the Apple's chip maker company. The impact on India's semiconductor industry Taiwan’s ‘New southbound policy’ and India’s ‘Act East policy’ have acted as catalysts in strengthening the bilateral trade relationship between both countries. While talking …

How India’s Semiconductor Mission is Shaping Up to Compete in Global Chip Making Race
2 years, 4 months ago

How India’s Semiconductor Mission is Shaping Up to Compete in Global Chip Making Race

News 18  

With the global chip shortage, fuelled by the Covid-19 pandemic and geopolitical circumstances, affecting several smartphone and automobile industries, the government has launched the ‘Semiconductor Mission’ to establish a self-reliance and give boost to India’s fast-expanding electronics manufacturing and innovation ecosystem. Sanjay Gupta, Vice President and India Managing Director, NXP Semiconductors said: “With ISM taking India’s leadership in the technology …

For World to View India’s Potential as Semiconductor Powerhouse, We Need Targeted Trade Policies
2 years, 6 months ago

For World to View India’s Potential as Semiconductor Powerhouse, We Need Targeted Trade Policies

News 18  

India faces a tough task ahead: to show its commitment to building the semiconductor industry. Some policy instruments that India can look at include: The World Semiconductor Council The WSC is an international forum bringing together semiconductor leaders and technical experts to address global issues concerning the industry. This would also extend India’s access to free trade with respect to …

Taiwan's lucrative chip industry faces threat from China, but India can play saviour
2 years, 9 months ago

Taiwan's lucrative chip industry faces threat from China, but India can play saviour

Firstpost  

Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is a crucial player in the race for building a robust semiconductor supply chain As the Russia-Ukraine crisis continues, questions have been raised about how this might affect China’s decision-making process on Taiwan. Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is …

As China Threat Looms over Taiwan, This is How India Can Keep Global Chip Industry Afloat
2 years, 9 months ago

As China Threat Looms over Taiwan, This is How India Can Keep Global Chip Industry Afloat

News 18  

As the Russia-Ukraine crisis continues, questions have been raised about how this might affect China’s decision-making process on Taiwan. Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is a crucial player in the race for building a robust semiconductor supply chain. By involving Taiwan in the Quad’s Semiconductor Supply Chain Initiative, India can get access …

Semiconductors: How a Handful of Atoms Hold Great Strategic, Geopolitical Importance
2 years, 9 months ago

Semiconductors: How a Handful of Atoms Hold Great Strategic, Geopolitical Importance

News 18  

Semiconductor chips are made from the second-most abundant element found on earth. The chip industry is going through the paradox best articulated by poet Samuel Coleridge: ‘Water, water, everywhere, Nor any drop to drink.’ To understand how our lives are inundated by these pervasive semiconductor integrated chips, sample this: a single modern car consumes upwards of 1,000 ICs, a smartphone …

Time for India to leverage global anti-China sentiment towards strategic autonomy
3 years ago

Time for India to leverage global anti-China sentiment towards strategic autonomy

Firstpost  

Today, China with its assertive attitude is virtually frightening away investors. South China Morning Post stated: “ Is India the new China for start-up investors? Bloomberg Quint headline read: “ India’s Next Software Boom: A New Tryst With Destiny ”. Factors that will fuel this boom include Covid-induced digital economy and e-commerce models, work from home culture, low trust in …

On Semiconductors, India Needs to Reboot Trade Policies, Ecosystem to Build a TSMC
3 years, 2 months ago

On Semiconductors, India Needs to Reboot Trade Policies, Ecosystem to Build a TSMC

News 18  

Talks have accelerated between India and Taiwan to build a state-of-the-art semiconductor manufacturing unit in the country. India’s effort to build an indigenous semiconductor manufacturing facility is not new with multiple attempts facilitated by the state from the early 1980s itself. Delay in the acquisition of land and the failure to streamline this process can still hamper India’s ambition to …

Looking beyond China, Quad is Playing the Long Game. It Will Not Meet NATO’s Fate
3 years, 2 months ago

Looking beyond China, Quad is Playing the Long Game. It Will Not Meet NATO’s Fate

News 18  

During Narendra Modi’s trip to the United States, especially leading up to the Quad Leaders’ summit, TV punditry and foreign policy discourse in India revolved largely around two questions—whether AUKUS is a “death blow” to the Quad and whether India has been “sidelined” by the US after Washington decided to give nuclear submarine technology to Australia via a trilateral security …

In Quad’s Semiconductor Gambit against China, India Stands to Gain
3 years, 2 months ago

In Quad’s Semiconductor Gambit against China, India Stands to Gain

News 18  

Traditionally, the semiconductor supply chain has operated in the background, enabling everything from everyday appliances and devices to cutting-edge defence equipment. This is why a multilateral approach such as the Quad’s Semiconductor Supply Chain Initiative makes sense. Collectively, the Quad has most of the building blocks to make the semiconductor supply chain resilient and China-free. For example, Australia could host …

Op-Ed: Why we need a national strategy to prevent computer chip shortages
3 years, 4 months ago

Op-Ed: Why we need a national strategy to prevent computer chip shortages

LA Times  

President Biden holds up a silicon wafer as he participates virtually in the CEO Summit on Semiconductor and Supply Chain Resilience at the White House on April 12. A successful approach does, however, require the U.S. and its allies to maintain a competitive edge vis-à-vis China, including through coordinated trade and investment policies to contain the growing security threats that …

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