Chips war? Global production networks and geopolitics in the post-pandemic US and East Asia
Reporter：Henry Wai-chung YEUNG
Department of Geography and GPN@NUS Centre, National University of Singapore,China
Date: November 17, 2023 (Friday)
Time: 15:30-17:00
Location: School of Urban and Environmental Sciences, Peking University
Summary of the report content
Based on the lead-authored chapter on semiconductors in Global Value Chain Development Report2023(October2023) and the recent monograph Interconnected Worlds (Stanford University Press, June 2022),this presentation offers some key empirical observations on the highly contested and politicized nature of semiconductor global production networks since the US-China trade war and the Covid-19 pandemic. In this capital-intensive manufacturing industry, governance and power dynamics are manifested differently from many other industries due to highly complex technology regimes, production network ecosystems, and, more recently, geopolitical imperatives. While some of these critical dynamics had been in play ahead of the 2020s, their intensity and significance became more apparent by the early 2020s. Professor Henry Yeung examine their most significant implications for macro-regional development in the post-pandemic2020s: (1) continual significance of East Asia as a major centre and end market,(2) pro-ecosystem approach to capability development, supply ecosystems, and market access in regions, and (3) strategic partnership with technology leaders towards building national and regional resilience. Finally, it ends with a discussion of some relevant future research agendas on technology, resilience, and politics for the interdisciplinary studies of.
Speaker Profile
Professor Henry Yeung has been Distinguished Professor at the Department of Geography, National University of Singapore, since2018,and Professor of Economic Geography since2005. As a leading academic expert in global production networks and the global economy, his research interests cover broadly theories and the geography of transnational corporations, East Asian firms, and developmental states. He is the first geographer based in Asia to receive both the 2018 American Association of Geographers Distinguished Scholarship Honors(“in recognition of his extraordinary scholarship and leadership in the discipline") and the UK's Royal Geographical Society Murchison Award 2017 (for “pioneering publications in the field of globalisation"). In November 2022, he was conferred the 2022 Sir Peter Hall Award for Lifetime Contribution to the Field by the Regional Studies Association in London: “acknowledging and celebrating excellence in the field of regional studies".
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