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Summary:

This report offers recommendations for how the United States and its allies can ensure a reliable supply of semiconductors, when most of the world's semiconductor supply comes from Taiwan, and Taiwan is increasingly under pressure from China to come under its direct control. The report draws on the shared thinking of a working group of technologists, economists, military strategists, industry players, and regional policy experts that met together over 18 months to consider how the United States could strengthen its own position in semiconductors while also protecting Taiwan's continued autonomy. As the report says: "It is not enough to simply constrain China. It is not even enough to innovate in design. The United States must run faster, harder, and with longer-term vision."

Table of Contents:

• Intro
• Plaque
• Title Page
• Copyright
• Executive Summary
• 1. Near-Term Domestic Resilience
• 2. Business Environment
• 3. Long-Term Technological Competitiveness
• 4. Taiwan's Stability
• 5. Dealing with China
• Introduction
• The Silicon Triangle
• The End of the Beginning
• Uneasy Questions
• Deterrence
• Notes
• CHapter One: Scenarios for Future US-China Competition
• Driving Forces
• Our Scenarios
• Scenario No. 1 for 2032: "Cold War 2.0" (NW)

• Scenario No. 2 for 2032: "Great-Power Happy Hour" (NE)
• Scenario No. 3 for 2032: "Downward Spiral (in US-China Relations)" (SW)
• Scenario No. 4 for 2032: The China Dream (SE)
• Probable and Preferable Scenarios and Dynamics
• Scenario Implications and Principles
• Notes
• CHapter Two: Implications of Technology Trends in the Semiconductor Industry
• Chip Types and Uses
• Defense Needs
• The Commercial Semiconductor Value Chain
• Trends in Commercial Technology
• Trends in Research and Development
• Trends in Workforce
• Notes
• CHAPTER THREE: An Insurance Policy for Dependence of US Supply Chains on Foreign Providers
• US Semiconductor Strengths
• US Semiconductor Supply Chain Weaknesses and Vulnerability
• Recent Policy and Industry Responses
• Novel Public Measures to Improve US Chip Supply Chain Resiliency
• Notes
• CHAPTER FOUR: A Long-Term Competitiveness Strategy for US Domestic Semiconductor Technology
• Defining a US Policy Objective: Strategic Autonomy via the Control of Critical Technologies
• Why Is the United States No Longer in a Position of Assured Technology Leadership?
• Policies to Achieve US Strategic Autonomy through Semiconductor Leadership
• 1. Policies to Enhance Value Capture
• 2. Policies to Strengthen National and Economic Security
• 3. Policies to Amplify Value Creation
• 4. Policies to Strengthen the Global Appropriability Regime
• Achieving Strategic Autonomy
• Notes
• CHAPTER FIVE: Deepening US-Taiwan Cooperation through Semiconductors
• Learning from the Rise of the Semiconductor Industry in Taiwan
• Taiwan's Semiconductor Industry Today: Clustering and Limits to Growth
• Postcards from the Future: For Taiwan, Economics and Security Have Always Been Linked
• US-Taiwan Cooperation on Semiconductors to Preserve Stability in the Taiwan Strait
• Notes
• Chapter Six: US Allies, Partners, and Friends
• Japan
• South Korea
• Europe
• Southeast Asia
• India
• Israel
• Notes
• Chapter Seven: Jointly Deterring Beijing through Semiconductors
• Constraining Beijing's Ambitions
• An Example: Semiconductor Manufacturing Equipment Subsystems
• "COCOM" 2.0
• Enforcement
• Eroding Beijing's Confidence in War
• Notes
• Chapter EIght: China's Lagging Techno-Nationalism
• Industry Origins in Techno-Nationalism
• Doubling Down after 2014
• Today's Mixed Results
• What Held China Back?
• Looking Ahead
• Conclusion
• Notes

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Contributors:

Diamond, Larry Jay , editor

Ellis, James O. , editor

Schell, Orville , editor

Fedor, David , editor

Daly, Robert , contributor

Languages:

English

Language Notes:

Item content: English

Related Series:

Hoover Institution Press publication; [volume] 735

Alternate Titles:

United States, Taiwan, China, and global semiconductor security
U.S., Taiwan, China, and global semiconductor security
US, Taiwan, China, and global semiconductor security

Subjects:

Semiconductor industry — Taiwan — Strategic aspects

Semiconductors — Political aspects

Competition, International

Security, International

United States — Relations — China

United States — Relations — Taiwan

Taiwan — Relations — United States

Taiwan — Relations — China

China — Relations — Taiwan

China — Relations — United States

General Notes:

Includes bibliographical references and index.
Description based on online resource; title from digital title page (viewed on December 13, 2023).

Physical Description:

1 online resource.

Call Numbers:

HD9696.S43 T2775 2023eb

ISBNs:

9780817926168 (electronic book)
081792616X (electronic book)
9780817926151 (paperback) [Invalid]
0817926151 (paperback) [Invalid]
9780817926182 (PDF)
0817926186 (PDF)

OCLC Numbers:

1390944114

Other Control Numbers:

EBC7284542 (source: MiAaPQ)
[Unknown Type]: ybp305679187