Taiwan's semiconductor dominance

What a Chinese invasion of Taiwan would look like

If China invaded Taiwan today, it would not be an easy task. This four-minute video explores the obstacles and opposition the Chinese military would face during an attack on the island. Distance, Taiwan's military spending and training, and weaponry designed to oppose an attack from the sea are all factors that would prevent an immediate win by China.

Why China wants Taiwan

Why does China want Taiwan? Money, power, nationalism, regional dominance, and a footstep toward further establishing their position as a superpower. This article explores all the angles of China's sudden push to reclaim/reunify with their neighbor across the strait. But an invasion might not be as easy as they suppose.

How TSMC, the world's biggest chip manufacturer, makes money

Taiwan Semiconductor Manufacturing Company has more than 500 clients across the world, but none are bigger or more consequential to its business than Apple. The iPhone maker accounts for 25% of TSMC's total revenue. TSMC controls more than 60% of the global market share in semiconductor manufacturing. Dive into the economics and outlook of this important company here.

How China could blockade Taiwan

China has its eyes on Taiwan, and could move to isolate the island in order to force it into concessions. Through military maneuvers, building its navy, and other actions, it feels like China is testing the waters for a future blockade if peaceful attempts to unify the two countries fail. This New York Times interactive article details how it might happen.

Comparing military power: China and Taiwan

When it comes to power, China and Taiwan are predictably lopsided, though in some regards Taiwan may be able to hold its own. This site crunches the numbers for each country and compares them side by side. See what the totals are and what either side's military seems to be focused on.

Why everyone is racing to get rare earth minerals

Rare earth minerals are crucial for high-tech electronics and transitioning to new energy sources. China currently dominates rare earth processing capacity, but the US is seeking to increase its mineral production by using its geopolitical influence to strike international mineral agreements with nations like Ukraine.

Tracking the latest developments in the Taiwan Strait

China continues to express its desire to unify with Taiwan and prevent the island republic from any interaction with the United States of America. See the latest skirmishes and saber-rattlings on the part of the Chinese government in this detailed article that provides clear data visualizations of how China has encroached on Taiwan's air space and tested the waters, so to speak.

China vs. Taiwan, explained

Taiwan and China are separated by just 100 miles of water, but the distance between the two countries is farther than that. This 14-minute video details the history of their sovereignty dispute, and China's likelihood to use military tactics if they can't unify peacefully. The main problem there is that the United States has vowed to defend Taiwan, which could lead to an American-Chinese war.

A short history of the China-Taiwan conflict

The relationship between China and Taiwan is a fraught one, and has been for well over a century. US involvement has only raised the stakes between the independent island country, also known as the Republic of China, and the larger country on the mainland. Here's a breakdown of the conflict between China and Taiwan over the years.

Semiconductor chips are electronic devices that store and process information

They can contain billions of microscopic switches on a chip smaller than a fingernail. An article provides a quick overview of how the devices work and how they’ve provided the backbone of the computer age.

Most of the critical mineral supply needed for US data centers is imported

The country with the most data centers relies on other nations for about 80% of the rare earth elements needed for magnetic materials in storage drives, 64% of the silver and 85% of the platinum it uses for electrical circuitry, and about half the aluminum and copper used in heat sinks that dissipate thermal energy from electronic components.

Taiwan's economic history, analyzed

See how the global economic power evolved from the colonial period to today, including charts and graphs highlighting China's progress, especially in recent decades.

How Taiwan residents view China and the US

There is widespread support in Taiwan for increased economic and political ties with the US, compared to China. This deep dive of data from the Pew Research Center breaks down how various segments of Taiwan's population perceive the US and China individually and among other Asia-Pacific countries.

A simple explanation of semiconductors

Semiconductor chips are electronic devices that store and process information. Today they can contain billions of microscopic switches on a chip smaller than a fingernail. The article provides a quick overview of how the devices work and how they've provided the backbone of the computer age.

View a list of 50 minerals critical to US economic and national security

Most of the US's supply of critical minerals depends on countries that have historically competed with it, which has raised concerns in Washington. These minerals are needed for green technologies to meet greenhouse gas emission reduction goals.

As of 2022, China has the largest reserve of rare earth elements

At 37.9% of estimated global reserves, China possesses twice the amount of REEs as Vietnam, the next closest nation. REEs, or lanthanides, are a set of 17 elements on the periodic table, which, alongside scandium and yttrium, share similar chemical properties that make them difficult to separate from within ores.

Shenzhen, China is known as the 'Silicon Valley of Hardware'

The "Silicon Valley of Hardware" is a major manufacturing hub. This WIRED documentary from 2016 does a deep dive into how this Chinese city's practice of copycat manufacturing alongside its innovative culture has made it China's own Silicon Valley.

What are rare earth elements?

Rare earth metals are 17 elements in the periodic table critical for modern technologies like electronics and defense systems. Although the US once led in their production, it now faces significant challenges in competing with China’s lower costs and control of over 70% of the global output.

Your iPhone started with a Cold War secret

Silicon Valley wasn't supposed to happen. A stretch of California orchard land somehow became the place that built the modern world: chips, PCs, the internet, the smartphone, and now AI. But the real story isn't the garage myth. It's a series of contradictions hiding in plain sight.

China is producing many peptides or peptide components sold in the US.

China's latest statement on why it wants to 'reunify' with Taiwan

"The Taiwan Question and China's Reunification in the New Era" is a white paper released by the People's Republic of China in 2022. It outlines the Chinese government's reasons for reclaiming/reunifying with the island nation of Taiwan in a series of detailed points. The full text of the document can be found here.

Review Congress's 2025 report on the history of US critical mineral policy

For decades, supply chains for critical minerals have grown increasingly vulnerable due to reliance on imports. In 2022, the US Geological Survey expanded the list of critical minerals to 50 to better reflect growing industrial needs, exacerbating this vulnerability.

As of 2025, the US and Qatar dominate global helium production

The US's 42.6% share includes helium imported from Canada and refined within the states. Geopolitical conflicts can cause supply disruptions that impact several advanced technologies, including semiconductor manufacturing, aerospace systems, and medical imaging.

A brief video explainer on the US 'One China' policy

Wondering what the "One China" policy means? This four-minute explainer video delves into which nations recognize Beijing as the seat of the Chinese government and which recognize Taiwan as such. Meanwhile, the United States of America views Beijing as the true government while maintaining relations with Taiwan, including selling them arms to protect themselves.

Computex Taipei is Asia’s premier computing and hardware trade show

Held annually in Taiwan, Computex Taipei brings together global tech leaders to debut innovations in processors, GPUs, AI, and next-gen computing—making it a key event for the IT and hardware industry.

As of 2025, Nvidia controls over 90% of the discrete graphics processing unit market, with its high-end components serving as the backbone for the AI data center boom, followed by AMD and Intel.

Within fabrication plants, it takes about three months to manufacture hundreds of microchips from a single wafer of pure silicon using light and significant quantities of electricity, water, and hazardous chemicals.

Chile, Argentina, and Bolivia hold more than 75% of the world’s supply of lithium

Despite the dependence of phones, laptops, electric cars, and other technologies on the soft, silvery-white metal for their batteries, residents of the Lithium Triangle have not seen the benefits of investments into mining this critical mineral, and have instead faced water shortages and pollution.

As of 2022, Canada has the most planned critical mineral mines

Wealthy nations are tapping into their domestic critical mineral reserves and buying up mines in poorer countries. The US, the UK, Canada, Australia, and China are taking the lead, with Chinese operations spanning all continents except Antarctica.

A detailed timeline of cross-strait relations

The contentious history between China and Taiwan is neatly detailed in this BBC News timeline. Stretching back over 300 years, see important historical periods and points that stand out in Taiwan's and the region's background. From its original annexation by China during the Qing Dynasty to the present day, get a better grip on Taiwan's identity and history.

Nvidia controls more than four-fifths of the GPU market—but isn't considered a monopoly

Semiconductor company Nvidia has a commanding market share when it comes to graphics processing units. Its competitors include Advanced Micro Devices and Intel, which together account for less than a fifth of the GPU market.

Beyond critical minerals, copper is emerging as a bottleneck to clean energy

Copper remains invaluable for the transmission of electricity needed in energy infrastructure projects, with 90% of the average circuit board made of the element. However, limited smelting capacity and low ore quality amid increasing demands are stressing global supplies.

China doubled its nuclear stockpile between 2020 and 2025, with plans for further expansion.

Weird ways critical minerals are being mined

Critical minerals like lithium, cobalt, and graphite are economically crucial non-fuel resources subject to supply chain risks. To diversify production, scientists developed odd ways to harvest them. This article breaks down the weirdest approaches, including extracting minerals from seawater using algae, phytomining plants, and asteroids.

How lithium has become one of the world's most important elements

Lithium is the driving force behind electric vehicles as the key element in the lithium-ion batteries that power the cars. But as demand for EVs rises, will global lithium supply keep pace with demand? This report projects demand will reach up to four million metric tons of the mineral compound containing lithium by 2030, with batteries accounting for 95% of end-use applications.

The global defense industry in one chart

The world's most valuable defense companies (for example, Lockheed Martin) make up much of the global defense industry. As of 2025, RTX led the pack with a roughly $183B market cap.

Transistors are the foundational components of integrated circuits and microchips and manage the processing of electronic signals by controlling the flow of electricity.

All clean energy technologies rely heavily on critical minerals

Although many of these minerals have been used for decades, such as copper in electrical wiring, the accelerating demand for them has strained existing extraction and processing systems. Supply chain disruptions for these materials may delay and increase the cost of transitioning to solar, wind, hydroelectric, and geothermal power.

The world's biggest silver producers, mapped

Mexico, with its deep history of silver mining, is the dominant leader in silver production, with over 200 million ounces (as of 2023), with China and Peru in second and third place. The precious metal is increasingly important for the electronics industry, and its price is expected to keep rising. See a chart of the biggest silver miners here.

The venture capital mindset is shaping the US into a 'portfolio state'

For decades, the US has operated as a low-regulation, private-sector-driven, globalized economy (also known as neoliberalism). In recent years, the Trump administration has taken direct stakes (rather than providing subsidies) in private companies with strategic products like semiconductors and rare earths. This paper argues the approach allows the US to capture the upside of growth.

Breaking down Europe's reliance on Russian energy (preinvasion)

One side effect of the Russian-Ukraine conflict is how it underscored European dependence on Russian natural gas and oil. This article, published days before the Russian attacks, outlines and illustrated how much gas and oil flows from Russia to Europe and the potential for either side to use sanctions to get what they want.

China's National Sword policy banned imports of most recyclable materials

In 2018, China stopped accepting most of the world's recyclables. This highlighted how dependent the US recycling system was on a single foreign buyer and forced cities to landfill materials they had once diverted.

Watch a tour of an integrated circuit fabrication plant

Explore the protocols in place to ensure clean rooms have no dust to jeopardize the integrity of silicon wafers as they are transformed into working microchips. Layering, photolithography, etching, and chemical vapor deposition are shown alongside digital visualizations.

Learn how eight 'traitors' played an essential role in founding Silicon Valley

In the 1950s, William Shockley led the way in the semiconductor business. Everything changed in 1957, after eight of his engineers—whom he called the "Traitorous Eight"—left his company to start their own. Their company, named Fairchild Semiconductor, employed many future founders of major Silicon Valley companies. Today, the Traitorous Eight are considered among the founders of Silicon Valley.

NASA purchased about 60% of all integrated circuits from 1961 to 1965

The US government adopted the new technology to support the development of the Apollo Guidance Computer, which would help astronauts fly to the moon. This drove manufacturing up and costs down, setting the stage for the modern computing era.

Since computers rely on the distribution of electrons in microchips to represent binary code, cosmic rays and ionizing radiation from radioactive elements can introduce software errors by detaching electrons from atoms.

Tech giants like SpaceX and Meta are increasingly behaving like sovereign powers

Companies now make unilateral decisions once reserved for nation-states, such as controlling satellite internet access in active war zones and influencing global information flows. Lawmakers and the international order are struggling to keep up with technological developments, let alone regulate them.

A smartphone contains over a dozen rare earth elements

One of the most important elements is indium, which makes up an electrically-conductive mesh beneath the display that provides touchscreen functionality. Alloys containing REEs are used in the magnets needed for the microphone and speaker.

There is a limit to how small transistors can become because they rely on being able to allow or block the flow of electrons, but quantum effects allow electrons to leak through these barriers, generating heat, current loss, and potential data errors.

Transistors in traditional computers are physically limited to atomic scales

As computer parts shrink, transistors—tiny switches that control the path of electrical signals—become obsolete because electrons can quantum tunnel through switch barriers. This makes quantum computers, which take advantage of quantum effects, an enticing alternative.