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1. 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

2. Sea Change? The Impact of the US Presidential Election on Central and South-Eastern European Security and Defence

Author:
Corina Rebegea, Wojciech Michnik, and Ivan Vejvoda
Publication Date:
03-2021
Content Type:
Special Report
Institution:
LSE IDEAS
Abstract:
This LSE IDEAS report assesses the likely impact of the new Biden administration on security and defence in the Black Sea, Balkan and Central European regions. The report finds grounds for optimism but also for managing expectations. President Biden's support for multilateral security approaches is likely to strengthen NATO and regional cooperation, particularly on Russia, but the region cannot expect to be the US' top priority. A return to values-based diplomacy under Biden, too, may put pressure on democratically-backsliding allies to whom his predecessor turned a blind eye.
Topic:
Security, Defense Policy, NATO, Diplomacy, Elections, and Multilateralism
Political Geography:
Europe, North America, and United States of America

3. Changing Dynamics of Pak-US Relations and the Challenge of Soft Power

Author:
Moonis Ahmar
Publication Date:
05-2021
Content Type:
Special Report
Institution:
LSE IDEAS
Abstract:
There is a history of ups and downs in Pak-US relations since early 1950s till today. From the period of alliances to ostensible hostility and indifference, the changing dynamics of Pak-US relations must be analysed from a pragmatic point of view where power, national interests, security and sovereignty matter. Furthermore, mistrust, suspicions, ill-will and paranoia still influence the political, security, economic and power dynamics of relations between Pakistan and the United States. This research follows the theory of soft power due to two main reasons. First, instead of being a ‘patron-client’ relationship, PakUS relations could be transformed by focusing on diplomacy, trade and technology instead of threats and coercion. Second, President Obama’s policy of ‘do more’ for Pakistan in combating terrorism in Afghanistan proved to be counterproductive as anti-Americanism surged in Pakistan. Overcoming the bitterness of the past in Pak-US relations will be a major challenge to the Biden-Harris administration. Moving forward in Pak-US relations will require political will, determination, prudence and trust from both sides. It is up to the leadership from both countries to foster trust and take confidence building measures which can transform their relations from patron-client to partners in progress. Shift from geopolitics to geoeconomics will ensure a win-win situation for both sides in the years to come.
Topic:
Economics, Violent Extremism, Democracy, Geopolitics, and Soft Power
Political Geography:
Pakistan, South Asia, North America, and United States of America

4. 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

5. 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

6. 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

7. 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

8. 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