Silicon Triangle: The United States, Taiwan, China, and Global Semiconductor Security

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A report of the Working Group on Semiconductors and the Security of the United States and Taiwan, a joint project of the Hoover Institution and the Asia Society Center on U.S.-China Relations.

A new report by Asia Society and the Hoover Institution offers recommendations for how the United States and its allies can ensure a reliable supply of semiconductors, when most of the world’s semiconductor supply comes from Taiwan, and Taiwan is increasingly under pressure from China to come under its direct control. The report, Silicon Triangle: The United States, Taiwan, China, and Global Semiconductor Security, draws on the shared thinking of a working group of technologists, economists, military strategists, industry players, and regional policy experts that met together over 18 months to consider how the United States could strengthen its own position in semiconductors while also protecting Taiwan’s continued autonomy. As the report says: “It is not enough to simply constrain China. It is not even enough to innovate in design. The United States must run faster, harder, and with longer-term vision.” A Foreign Affairs article by the working group’s co-chairs, Asia Society Vice President and Arthur Ross Director Orville Schell, Hoover Institution Senior Fellow Larry Diamond, and retired Admiral James O. Ellis, lays out key recommendations.