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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. China’s smart cities and the future of geopolitics
- Author:
- Valentin Weber
- Publication Date:
- 05-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- In this latest Strategic Update, Valentin Weber explores Chinese scientific research and industry application of smart cities, with ‘city brains’. The geostrategic implications for these complex Chinese smart city construction projects outside of China – particularly surrounding surveillance and artificial intelligence – and a potential future ‘world digital brain’ must be considered by policymakers, even if we are far away from an eventual bifurcation of the global internet.
- Topic:
- Science and Technology, Geopolitics, Surveillance, Artificial Intelligence, and Smart Cities
- Political Geography:
- China and Asia
4. Countering United Front Work: Taiwan’s Political Warfare System
- Author:
- Mariah Thornton
- Publication Date:
- 03-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- This strategic update introduces the challenges posed by China’s united front work, which has significantly expanded due to unprecedented institutional elevation and support under Xi Jinping. Mariah argues that Taiwan—a country that has effectively resisted China’s united front activities for several decades—can serve as an instructive case for other democratic countries in institutionalising counter-interference operations. The briefing initially explores the origins of Taiwan’s political warfare system, its evolution from the martial law era to democratisation in the 1990s, and how this history informs the institution’s modern structure and operations. The information presented in this report was compiled during a period of fieldwork in Taiwan from late September to early November 2022, in which she interviewed dozens of political warfare officers as well as Taiwanese defence and security experts–a majority of whom have chosen to remain anonymous. In the conclusion, Mariah offers broad policy recommendations based on these findings that may be applicable to other countries experiencing united front work activities and or seeking to institutionalise counter-interference operations.
- Topic:
- Security, Defense Policy, Politics, Public Opinion, Propaganda, and Regional Security
- Political Geography:
- China, Taiwan, and Asia
5. China’s Global Strategy as Science Fiction
- Author:
- William A. Callahan
- Publication Date:
- 01-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Xi Jinping is leading China in a new direction, but how are we to understand his global strategy? For most countries, to understand domestic and international politics we would analyse authoritative sources – leaders’ speeches, official documents and statistics, elite interviews and essays, and public opinion surveys. In the 2000s these methods worked well to probe Chinese politics. But since civil society and independent thought have been severely restricted under Xi, it’s necessary to go beyond such “factual” sources. To understand China’s global strategy, it’s best to read fiction, especially Chinese science fiction. This essay critically analyses Liu Cixin’s novels, The Wandering Earth and the Three Body Problem trilogy, to probe how Chinese sci-fi pushes us to think creatively about key topics: the relation of humans and technology, the relation of science and politics, and the relations between political communities, i.e. are we doomed to existential struggle, or can we engage with difference in creative and productive ways?
- Topic:
- Foreign Policy, Science and Technology, Grand Strategy, Novels, and Science Fiction
- Political Geography:
- China and Asia
6. China’s Provinces as Global Actors: Evidence from China-Africa Relations
- Author:
- Charlotte Lenz
- Publication Date:
- 01-2023
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- With the launch in the early 2000s of China’s ‘Going Global’ Strategy, Chinese provinces became one group of actors participating in China’s South-South relations. In this Strategic Update, Charlotte Lenz investigates the role of Chinese provinces as foreign policy actors and explains their internationalisation strategies, challenging the prevalent perception of China as a unitary actor on the world stage. Drawing on evidence from Africa-China relations, the report identifies two strategies employed by Chinese provinces in pursuit of their foreign policy interests: (1) Formal and informal “twinning” as a collaborative model between central and local actors, wherein central actors design policies and provincial governments execute projects; (2) and “clustering” according to a sectoral logic of investment and diplomacy in which a certain Chinese province engages a certain foreign country. Despite ongoing bureaucratic centralisation under Xi Jinping, provinces continue to pursue their own internationalisation strategies to help meet local economic and employment targets. Understanding their agency, interests and limitations is thus key to deriving a better understanding of China’s evolving global presence.
- Topic:
- Foreign Policy, Diplomacy, Bilateral Relations, Investment, and Internationalization
- Political Geography:
- Africa, China, and Asia
7. "Best and Bosom Friends" Putin, Xi and the Challenge to the West
- Author:
- Michael Cox
- Publication Date:
- 11-2022
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- In this latest Strategic Update, LSE IDEAS co-founder Professor Michael Cox highlights China as a significant player in the current tragedy occurring within Ukraine. Prof Cox traces the relationship between the People’s Republic and the USSR, through to the latter’s collapse into the Russian Federation, their formation of a strategic partnership against a unipolar post-Cold War order, and the rise in power of Xi Jinping alongside two international crises caused by Russian aggression in Ukraine. This Update finds that, whilst there are limits to their shared interests, China is politically committed to its Russian partner, and this status-quo leaves us in a more dangerous world.
- Topic:
- Foreign Policy, Partnerships, Xi Jinping, Vladimir Putin, and Russia-Ukraine War
- Political Geography:
- Russia, China, and Asia
8. 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
9. China’s Digital Silk Road in Indonesia: Progress and implications
- Author:
- Zulfikar Rakhmat
- Publication Date:
- 07-2022
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- This Strategic Update discusses the progress of China’s Digital Silk Road in Indonesia, a major destination, in both its hard and soft aspects, as well as the potential impact of its implementation. Chinese companies are offering a response to Indonesia’s needs, but concerns exist, especially surrounding security and surveillance, that Indonesia’s increasing reliance on China could also further erode its democracy.
- Topic:
- Security, Foreign Policy, Economy, Surveillance, and Belt and Road Initiative (BRI)
- Political Geography:
- China, Indonesia, Asia, and Indo-Pacific
10. What Putin’s War in Ukraine Means for the Future of China-Russia Relations
- Author:
- Björn Alexander Düben
- Publication Date:
- 05-2022
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- Björn Alexander Düben analyses China’s reaction to, and motivation in implicitly supporting, Russia’s invasion of Ukraine, even as Putin’s strategic blunder becomes increasingly difficult to deal with. The author finds that, as long as Putin remains in power, long-term alignment since 2014 and a shared authoritarian world-view will cement closer ties between the PRC and Russian Federation; this at the cost of the latter devolving to a client-state dependent on China to keep its economy afloat, whilst the PRC’s cautious state banks further diminish Russian hopes of financial cooperation in order to avoid secondary sanctions from the West.
- Topic:
- Bilateral Relations, Sanctions, Authoritarianism, Economy, Vladimir Putin, and Russia-Ukraine War
- Political Geography:
- Russia, China, Ukraine, and Asia
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