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ISAS Working Paper — Siliconpolitik: The Case for a Quad Semiconductor Partnership

Summary The Quad should make semiconductors a focus area within its expansive technology cooperation agenda. Since each Quad member enjoys a comparative advantage in a specific sub-domain of the semiconductor supply chain, this grouping is well-placed to collaborate. This paper outlines some of the guiding principles and makes specific recommendations...

Takshashila Blue Paper — A Rare Earths Strategy for India

On the 17th of February 2021, the Takshashila Institution hosted a roundtable with a group of experts from industry, academia, and think tanks to further develop the ideas proposed in our Discussion Document, A Rare Earths Strategy for India.  This Blue Paper consolidates the feedback of the expert group on the...

Takshashila Discussion Document — A Rare Earths Strategy for India

Download the Discussion Document as a PDF. Post-pandemic geopolitical and economic trends offer a precious opportunity for India to emerge as a rare earths supplier for the world. This discussion document lays out a prioritisation framework and a strategy for India to do that. We recommend that the Government of...

How Covid-19 Changes the Geopolitics of Semiconductor Supply Chains

On May 15, Taiwan Semiconductor Manufacturing Company (TSMC) — a semiconductor manufacturing behemoth that makes Apple’s A-series chips — announced its plans to build a $12 billion plant in the state of Arizona. On the same day, it was reported that TSMC has stopped taking new orders from Huawei to fully comply...

Rare Earths: Why, Where, How?

The enigmatic materials known as rare earths allow the manufacture of some of the most economically and strategically valuable materials of the 21st century. In this brief essay, I aim to understand what they are, why they behave the way they do, how their deposit locations are influenced by these...