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2. China’s Semiconductors Reflections on Sources and Solutions to an Expensive Problem
- Author:
- Jonathan Liebenau
- Publication Date:
- 11-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- The semiconductor industry has been a renewed topic of political debate for over three years. Due to recent US sanctions on the most advanced semiconductors, the industry has quickly become another flashpoint in the competition between the US and China to dominate the 21st century’s strategic technologies. In this Strategic Update, Dr Jonathan Liebenau explains the development of the semiconductor industry in the context of China’s rise to become an increasingly capable technology power. China’s sustained efforts in industrial policy to cultivate a domestic innovation system coincided with Western firms’ offshoring strategies since the 1990s, transforming China into a large producer and consumer of semiconductors. While Taiwan and the West retained cutting edge chip design capabilities, Chinese firms such as Huawei and Hikvision have become competitive providers of mobile phones, surveillance equipment and related infrastructure services. Despite Washington and its partners’ conviction to constrain in China’s technological prowess, industrial policy initiatives such as the CHIPS Act will face an uphill battle when it comes to bringing manufacturing capacity back to Western economies. In this context, the UK must combine short term incentives with a longer-term strategic vision to remain competitive in one of the 21st century’s key strategic arenas.
- Topic:
- Science and Technology, Sanctions, Strategic Competition, Production, and Semiconductors
- Political Geography:
- China, Asia, North America, and United States of America
3. NATO’s 2022 Strategic Concept: One Year On
- Author:
- LSE Ideas
- Publication Date:
- 09-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- This Strategic Update summarises a roundtable discussion held at LSE IDEAS in July 2023. Contributors to the discussion were: General Sir James Everard, Stuart Austin, Professor Gordon Barrass, Professor Christopher Coker, Tom McKane, Hugh Sandeman, Susan Scholefield, and Peter Watkins. None of the content of the Strategic Update is attributable to any one individual. One year on from NATO’s Madrid 2022 summit, this Strategic Update address the 2022 NATO Strategic Concept and its implications for the future, especially regarding Russia’s war on Ukraine. The paper addresses the misalignment between preparations for defence and the real state of its armed forces, the UK’s symbolic support for Ukraine versus its capability, the concepts of resilience and deterrence, and finally the future of NATO’s relationship with Russia.
- Topic:
- Defense Policy, NATO, Armed Forces, Deterrence, Resilience, and Russia-Ukraine War
- Political Geography:
- Russia, Europe, Ukraine, and United States of America
4. NATO’s 2022 Strategic Concept: Matching Ambition with Reality
- Author:
- Jonny Hall and Hugh Sandeman
- Publication Date:
- 10-2022
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- This Strategic Update is based on a discussion hosted by LSE IDEAS in July 2022 on NATO’s 2030 Strategic Concept. Participants in the discussion included: General Sir James Everard, Gordon Barrass, General Sir Richard Barrons, Lt Gen Giles Hill, ProfessorChristopher Coker, Dr Luca Tardelli, Marissa Kemp, Tom McKane, and Peter Watkins. This Strategic Update reflects points made during the discussion, but no participant is in any way committed to its specific content, and the views expressed here are attributable solely to the authors. The Strategic Concept is the first since 2010 and was redrafted throughout a fundamentally different geopolitical and security context—following the Russian annexation of Crimea in 2014 and subsequent full-scale invasion of Ukraine in 2022. This Update addresses the Concept’s recognition of necessary strategic realignment, with NATO’s widening in both its defence commitments and geographic focus on China, as well as its ambiguity in regards to practical military strategy, deterrence, and endpoint of the war in Ukraine.
- Topic:
- Security, NATO, Military Strategy, Geopolitics, Deterrence, and Russia-Ukraine War
- Political Geography:
- Russia, China, Europe, and United States of America
5. Regime Change No More: Coming to Terms with the Greater Middle East
- Author:
- Henrik Larsen
- Publication Date:
- 02-2022
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Reflecting on the ‘farcical retreat from Afghanistan’ back in August 2021, Henrik Larsen discusses the need for a reckoning within US foreign policy and that of its NATO Allies. To focus on the other challenges to transatlantic security with a sense of integrity, these states must come to grips with their failed regime change agenda over the past 20 years. Afghanistan was the first of their interventions in the Greater Middle East since 2001, alongside Iraq, Libya, and Syria, that obscured the pursuit of realistic objectives and prioritised (liberal) ideals that proved to be detached from the local realities. In the wake of NATO’s new Strategic Concept for 2030 and beyond, this Strategic Update seeks to analyse the options for policy in the Middle East going forward.
- Topic:
- Security, Foreign Policy, NATO, and Regime Change
- Political Geography:
- Afghanistan, Middle East, and United States of America
6. Coordination Failure: Risks of US-China competition in space
- Author:
- Gidon Gautel
- Publication Date:
- 04-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- The 2020s will see a flurry of space activity, with both national and commercial programs picking up pace. Both the United States and China hold strong ambitions in telecommunications, lunar exploration, and beyond. However, currently fraught relations between the superpowers are unlikely to improve and may yet deteriorate further. On the one hand, competition between both countries may drive space activities and foster technological innovation. On the other, as both superpowers expand their activities in space, geopolitical tensions may increase the risk of harmful dynamics that could endanger the sustainable rollout of future programs. In this Strategic Update, Gidon Gautel seeks to outline and call attention to two high-risk flash points arising from the development of the US and China’s national space programmes and industries.
- Topic:
- Geopolitics, Space, Innovation, and Strategic Competition
- Political Geography:
- China, Asia, North America, and United States of America
7. President Biden’s Africa Policy
- Author:
- Rebecca Rattner and Bjorn Whitmore
- Publication Date:
- 05-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Joe Biden’s administration has committed to transforming America’s relationships across the globe. This period of reform presents the opportunity for a long-overdue reimagination of America’s policy in Sub-Saharan Africa. In this Strategic Update, Rebecca Rattner and Bjorn Whitmore argue a successful new relationship between America and Sub-Saharan Africa must rely on genuine partnership, support to local actors, and strong regional institutions. Their piece considers how to apply these principles in practice by examining the nuanced socio-political realities in East, West, Central, and Southern Africa.
- Topic:
- Foreign Policy, Regional Cooperation, and Joe Biden
- Political Geography:
- Africa, United States of America, and Sub-Saharan Africa
8. Facing A Strategic Endgame? The US and the Ambiguities of Strategic Thinking
- Author:
- Christopher Coker
- Publication Date:
- 06-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- The disastrous strategic failures by the US in the past 30 years can be explained by its failure to understand what strategy actually is and how ambiguity lies at its heart. As a result it has stumbled from crisis to crisis. There is no reason to think that it is any better placed under Biden to address the challenges of a ‘post-hegemonic’ world, argues Christopher Coker.
- Topic:
- Foreign Policy, Hegemony, Crisis Management, and Strategic Interests
- Political Geography:
- North America and United States of America
9. How Can America Challenge China's Political Ambitions in an Age of Deglobalisation?
- Author:
- Dimitri Zabelin
- Publication Date:
- 09-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- COVID-19 has accelerated the trend of deglobalisation and further entrenched China into the growing political and economic fort of Asia. This has made the US less effective at implementing policies aimed at curbing Beijing’s political ambitions and strength in the region. Washington must therefore make itself indispensable in Asia and employ strategies for bringing China into a global network that can collectively reign in the Asian giant’s growing influence.
- Topic:
- Economics, Politics, Strategic Competition, and COVID-19
- Political Geography:
- China, Asia, North America, and United States of America
10. Biowar next? Security implications of the coronavirus
- Author:
- Karsten Friis
- Publication Date:
- 06-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- What are the possible short-, medium- and long-term implications of the coronavirus for global security and defence? In this Strategic Update, Karsten Friis investigates the pandemic's potential consequences for the world, its armed forces, the integration of Europe, US-China relations, as well as the concept and practice of 'war' more broadly. Although much remains uncertain, the disruptions which are beginning to emerge demand a reckoning with a changed world -- and world order.
- Topic:
- Security, Defense Policy, War, and COVID-19
- Political Geography:
- China, Europe, and United States of America
11. China in One Country: interdependence or globalisation 'with Chinese characteristics'?
- Author:
- George Magnus
- Publication Date:
- 07-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Globalisation has faltered, and faces significant political challenges. In both the US and China, voices are calling for a reduction of economic interdependence between the two countries. In the US, this has taken the name of decoupling, in China, self-reliance. At the same time, China’s President, Xi Jinping has vocally championed globalisation in various global fora in recent years. Understanding of China’s systems of government and business, as well as its global interests, is lacking when compared to that of the US. In this Strategic Update, George Magnus investigates what is meant when China’s leadership speaks of globalisation, and what the implications of the answer are for the rest of the world.
- Topic:
- Foreign Policy, Economics, Globalization, and Leadership
- Political Geography:
- China, Asia, and United States of America
12. Economic Diplomacy in the 21st Century: Principles and Challenges
- Author:
- Linda Yueh
- Publication Date:
- 08-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Economic diplomacy in the 21st century will face a different set of challenges stemming from the changed global economy, US-China tensions, as well as a backlash against globalisation, among others. Therefore, the conduct of economic diplomacy, i.e., how a country manages its foreign economic relations including trade and investment, must adapt. The framework for economic diplomacy should seek to balance commercial openness with strategic foreign policy aims, broadly defined. It should situate a country within the 21st century global economy with its new drivers, promote a rules-based system in order to mitigate Great Power tensions, and recognise that all foreign economic policy is ultimately also domestic. There is no one general approach but there are several principles, each with their own challenges, for governments to consider, which is set out in this Strategic Update.
- Topic:
- Foreign Policy, Investment, Trade, and Economic Diplomacy
- Political Geography:
- China, Asia, North America, and United States of America
13. All Hands on Deck: the Crisis in the Eastern Mediterranean and the Need for US Leadership
- Author:
- Alexandros Zachariades
- Publication Date:
- 10-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Crisis has returned to the Eastern Mediterranean where Greek and Turkish economic interests, legal claims, and armed forces are squaring off. In this Strategic Update, Alexandros Zachariades explores how the two NATO powers arrived at the current confrontation, how the contest intersects with issues ranging from China to Libya, and how the international community can resolve the tension.
- Topic:
- International Relations, Foreign Policy, NATO, Economics, and Leadership
- Political Geography:
- China, Turkey, Greece, Libya, United States of America, and Mediterranean
14. Britain's No-Deal Debacle? The Costs at Home and Likely Setbacks Abroad
- Author:
- John Ryan
- Publication Date:
- 10-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- For much of the past four years, and increasingly in the past few months, the United Kingdom has drifted in the direction of a No-Deal Brexit. In this Strategic Update, John Ryan explores the economic and political consequences for the United Kingdom of such a situation, as well as the domestic factors in Ireland and the United States that may provide unanticipated problems for the Johnson government.
- Topic:
- Economics, Government, Politics, Brexit, and Trade
- Political Geography:
- Britain, United Kingdom, Europe, Ireland, and United States of America
15. The War is Dead, Long Live the War? Counterterrorism after the Trump Presidency
- Author:
- Jonny Hall
- Publication Date:
- 12-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- In his re-election campaign, Donald Trump repeatedly claimed to be ending America's 'endless wars'. In this Strategic Update, Jonny Hall examines this claim by reviewing the Trump administration's counterterrorism policies over the last four years, showing that although there has been recent concrete progress towards withdrawal, this does not constitute an ending the so-called 'forever wars'.
- Topic:
- War, Counter-terrorism, Conflict, and Donald Trump
- Political Geography:
- North America and United States of America
16. Axis of Convenience? Israel and China in a multipolar world
- Author:
- Vuk Vuksanovic
- Publication Date:
- 02-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Despite being one of the most important allies of the United States in the Middle East, Israel has been building a new partnership with China since 2013. The repositioning is motivated by changes in the country’s strategic environment, its crisis in the relationship with the United States during the Obama years, and its economic and infrastructural needs. However, Israel is still deeply anchored in its alliance with the United States, which will impose limitations on how far its partnership with China can grow. For now, nevertheless, this relationship attests to the new geopolitical reality of the 21st century in which even the most ardent US allies, such as Israel, must hedge their bets and diversify their partnerships by engaging China.
- Topic:
- Partnerships, Alliance, Strategic Competition, and Multipolarity
- Political Geography:
- China, Middle East, Israel, Asia, and United States of America
17. Battleground Southeast Asia: China's Rise and America's Options
- Author:
- Charles Dunst
- Publication Date:
- 03-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Southeast Asia, while still a reservoir of goodwill for the US, has in recent years come increasingly under China's umbrella. In this Strategic Update, Charles Dunst analyzes China's expansion there, discusses Southeast Asians' American predeliction, and offers steps the US can take to "win back" the region.
- Topic:
- Foreign Policy, Politics, International Affairs, and Strategic Competition
- Political Geography:
- China, Southeast Asia, and United States of America
18. Making Sense of Technological Spheres of Influence
- Author:
- Valentin Weber
- Publication Date:
- 04-2020
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- The deterioration of Sino-American relations and the rise of novel forms of statecraft have given way to a worrying new feature of the international system: technological spheres of influence. In this Strategic Update, Valentin Weber explains how we have arrived at this novel geopolitical arrangement, where in the world the greatest contestation lies, and what the future of technospheres may hold.
- Topic:
- Science and Technology, Bilateral Relations, and International System
- Political Geography:
- China and United States of America