How Techno-Nationalism Affects Technological Decoupling Between China and the U.S. - A Case Study of the Semiconductor Supply Chain

Ming Yan

doi:10.54097/ijeh.v10i3.11782

Authors

Ming Yan

DOI:

https://doi.org/10.54097/ijeh.v10i3.11782

Keywords:

Technological Nationalism, Technological Decoupling, Sino-American competition.

Abstract

Since the outbreak of Sino-US trade disputes in 2018, the game between China and the US has gradually changed from the field of trade to the field of science and technology. At the same time, with the global spread of the COVID-19 pandemic in 2020, global technological nationalism has risen rapidly and is spreading. In the context of most countries advocating localization and strategic autonomy of global supply chains, Part of countries have taken opposite measures. They use technological containment as their main means. Linking supply chains to national security. As an excuse to impose sanctions on China or cut off its supply chain to the semiconductor industry. Resulting in technological decoupling between China and the United States. It also affects the global production and supply chain layout of multinational companies. Therefore, this paper will take the semiconductor industry, the most representative in the global value chain, as a starting point to analyze how the United States, driven by the trend of technological nationalism, affects the technological decoupling between China and the United States.

Downloads

Download data is not yet available.

References

Allen, C. (2020). For Cooperative Innovation, China Must Lead the Way. In S. Kennedy (Ed.), China’s Uneven High-Tech Drive: Implications for the United States (pp. 51–53). Center for Strategic and International Studies (CSIS).

Chen, Xi. (2021). Chip-Wars-and-Decoupling-China-and-US’s-Semiconductor-Plays, https://www.asiaglobalonline.hku.hk/chip- wars-and-decoupling-China-and-US-semiconductor-plays.

Defense Innovation Unit Experimental, “China’s Technology Transfer Strategy: How Chinese Investments in Emerging Technology Enable a Strategic Competitor to Access the Crown Jewels of U.S. Innovation,” January 14, 2018, https://admin.govexec.com/media/diux_chinatechnologytransferstudy_jan_2018_(1).pdf.

Elsa, B. K. (2017). Battlefield Singularity: Artificial Intelligence, Military Revolution, and China’s Future Military Power. https://www.cnas.org/publications/reports/battlefield-singularity-artificial-intelligence-military-revolutionand-chinas-future-military-power.

Ernst, D. (2020). What’s Happening in China’s AI Chip Industry? In Competing in Artificial Intelligence Chips: China’s Challenge amid Technology War (pp. 27–44). Centre for International Governance Innovation. http://www.jstor.org/stable/resrep24302.9.

García-Herrero, A., & Tan, J. (2020). Deglobalisation in the context of United States-China decoupling. Bruegel. http://www.jstor.org/stable/resrep28508.

MANNING, R. A. (2020). Emerging Technologies: New Challenges to Global Stability. Atlantic Council. http://www.jstor.org/stable/resrep26000.

OECD. (2019). Measuring Distortions in International Markets: The Semiconductor Value Chain, available at https://doi.org/10.1787/8fe4491d-en.

Paul, S. (1995). Techno-Nationalism and Techno-Globalism: Conflict and Cooperation. George Washington Journal of International Law & Economics, 29, 846-875.

Robert, R. (1987). The Rise of Techno-Nationalism. Atlantic Monthly, 15, 31-63.

Schmidt, E. (2022). AI, Great Power Competition & National Security. Daedalus, 151(2), 288–298.

Seamus. G., & Debin, D. (2020). China’s Emerging Role in the Global Semiconductor Value Chain. Telecommunications Policy, 12-45.

Segev, H., & Orion, A. (2020). The Great Power Competition over 5G Communications: Limited Success for the American Campaign against Huawei. Institute for National Security Studies. http://www.jstor.org/stable/resrep23522.

Shigeru, N. (2012). Techno-Nationalism Versus Techno-Globalism. East Asian Science, Technology and Society, 6, 9-23.

Yu, N. P., & Ji, S. M. (2021). The Impact of technological nationalism on Global Value chains: A Case study of global semiconductor industry. International Outlook, 13, 67-87.