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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. Protect, Constrain, Contest: Approaches for coordinated transatlantic economic and technological competition with China
- Author:
- François Chimits, Ashley T. Lenihan, Jonathan Liebenau, Stephen Paduano, Anthony Vinci, and Peter Watkins
- Publication Date:
- 01-2021
- Content Type:
- Special Report
- Institution:
- LSE IDEAS
- Abstract:
- The Biden Presidency offers opportunities for a renewed effort at formulating a coordinated allied approach to technological and economic competition with China. The latest report from China Foresight at LSE IDEAS provides a guiding framework for transatlantic coordination, and offers insights into key elements of future cooperation. While challenges abound, the opportunities for action prove just as great in number.
- Topic:
- Economics, Science and Technology, Transatlantic Relations, and Strategic Competition
- Political Geography:
- China, Asia, 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. 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
6. NATO and the Future Character of Warfare
- Author:
- Hugh Sandeman and Jonny Hall
- Publication Date:
- 09-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- This Strategic Update is based on a discussion hosted by LSE IDEAS in June 2021 on ‘Warfare in the 21st Century: Views from NATO Members on the Future Character of Warfare’. Participants in the discussion were: General Sir James Everard, Dr Tomas Ries, Colonel John Andreas Olsen, James Sherr, Gordon Barrass, General Sir Richard Barrons, Professor Christopher Coker, Karsten Friis, Marissa Kemp, Tom McKane, Erik Reichborn-Kjennerud, Professor Rolf Tamnes, 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.
- Topic:
- NATO, Science and Technology, War, and Strategic Competition
- Political Geography:
- Global Focus
7. Shaping the Indo-Pacific? Japan and Europeanisation
- Author:
- Yee-Kuang Heng
- Publication Date:
- 11-2021
- Content Type:
- Working Paper
- Institution:
- LSE IDEAS
- Abstract:
- In this Strategic Update, Professor Yee-Kuang Heng investigates European power projection and presence in the Indo-Pacific, and its converging nature with Japan’s attempt to shape the regional environment in its favour. While UK threat perceptions have converged significantly with Japan’s since former Prime Minister David Cameron’s promulgation of a “golden era” in relations with China, managing expectations of Japan’s attempt to ‘shape’ and encourage Europeanisation remains crucial. But is it fair to conclude that Japan has been successful in encouraging a stronger European presence to help it shape the Indo-Pacific order?
- Topic:
- International Relations, Foreign Policy, Europeanization, and Strategic Competition
- Political Geography:
- Japan, China, United Kingdom, Europe, and Indo-Pacific
8. 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
9. 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