Description
Total length of the course: 4+ hours
Semiconductors have moved from niche technology to the heart of national security debates, and this course traces how. Follow the chip’s history from Cold War origins through the rise of Taiwan and Fabless Firms to China’s current ambitions, map today’s extraordinarily complex global supply chain, and explore the three broad policy buckets states use to intervene, asking what makes this such a hard problem and whether export controls are actually working.
Content details
Introduction
Introduction
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What are semiconductors?
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Why do semiconductors matter?
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A brief history
Introduction
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Three broad stages
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The origin of semiconductors
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Globalisation, specialisation, and diversification
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The USSR
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The emergence of Japan
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The pivot to South Korea
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Taiwan and Fabless firms
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The view from China
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Today's supply chains
Introduction
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From sand to silicon
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Where do performance gains come from?
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The case for policy intervention
Introduction: how do economics and security interact? Three broad buckets
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Three broad buckets: deploying economic tools for national security purposes
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Three broad buckets: economics dynamics yielding national security externalities
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Three broad buckets: national security dynamics yielding economic externalities
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Policy conversations across three buckets
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Relevant geopolitical variables
What is animating the current geopolitical moment?
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Globalisation
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Balance of power
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Institutional gridlock and jostling
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Weaponised interdependence
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Rise of transactional approaches and retrenchment
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Fulcrum technologies
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State intervention
Why might states intervene in the semiconductor market?
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What makes intervention hard?
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Three categories of market intervention
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Export controls
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Have export controls been successful?
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How do states intervene? Recap
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