On behalf of Taiwan in the Indo-Pacific Region and the Freeman Spogli Institute for International Studies, the Hoover Institution invites you to Semiconductors and Geo-technology: ‘Know-How’ is Power on Wednesday, March 8, 2023 at 12:00 PM PT.

Geopolitics is conventionally understood as a struggle for power. The focus of geopolitical analysis is typically on states; power is understood in terms of states’ economic and military strength. In the era of globalisation, production relies on complex supply chains. While this paper focuses on the production of a hi-tech product—semiconductors—it argues more generally that technology production and supply chain ‘know how’ is implicated in geopolitical power. Through an elaboration of the concept of ‘geo-technology’, this paper argues that a consideration of technology production capacity (or ‘know-how’) can enrich conventional understandings of geopolitics.

The US, Taiwan and China play different roles in the global semiconductor manufacturing supply chain. The leading semiconductor designers are based in the US, while the Taiwan Semiconductor Manufacturing Company (TSMC) produces most of the world’s high-end chips. China, on the other hand, is an economic and manufacturing powerhouse, but remains at the low end of the manufacturing supply chain. This paper argues that the US and Taiwan have significant leverage in the production of semiconductors, granting them geopolitical power. It therefore asks if Taiwan, and the US, can use their technological 'know-how’ to gain further leverage in the geopolitical tug of war with China. Data of this paper will come from semi-constructed interviews in Taiwan and Japan, approximately twenty elite interviews from technology policy analysts, policy makers and high-skilled engineers, along with relevant policy analyses. The paper aims to explore the link between human talents in the semiconductor supply chain and geopolitics.

Semiconductors and Geo-technology: ‘Know-How’ is Power

ABOUT THE PARTICIPANTS

Dr. Chun-Yi Lee is Associate Professor in the School of Politics and International Relations, and Director of the Taiwan Studies Program, at the University of Nottingham. Her first book, Taiwanese Business or Chinese Security Asset?, was published by Routledge in 2011. She is currently working on her second monograph, on semiconductor manufacturing and geopolitics. She is editor in chief of the on-line academic magazine, Taiwan Insight, and co-editor of the ‘Taiwan and World Affairs’ book series with Palgrave.

Charles Mok served as an elected member of the Legislative Council in the Hong Kong Special Administrative Region, representing the Information Technology functional constituency, for two terms from 2012 to 2020. He served alternatively as chair and vice chair of the Information Technology and Broadcasting Panel from 2016 to 2020. As a lawmaker, Charles was a champion for policies and legislations on privacy, open data, freedom of expression and information, cybersecurity, innovation, fintech, electronic health records, as well as human rights and democracy. After leaving the legislature, he founded Tech for Good Asia, a regional initiative in Asia bringing together businesses and civil societies to harness the positive powers of digital technologies. Before entering the legislature, He co-founded HKNet in 1994, one of the earliest Internet service providers in Asia and Hong Kong. He was the founding chair of the Internet Society Hong Kong, honorary president and former president of the Hong Kong Information Technology Federation, former chair of the Hong Kong Internet Service Providers Association, former chair of the Asian, Australiasian and Pacific Islands Regional At-Large Organization (APRALO) of ICANN, and a founding member of the Hong Kong Human Rights Monitor. Charles began his career in technology with Digital Equipment Corporation, and then Sun Microsystems, Inc. in the U.S. He holds a BS in Computer and Electrical Engineering and an MS in Electrical Engineering from Purdue University.

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