| Semester | Fall Semester, 2025 | ||
| Department | International Doctor Program in Asia-Pacific Studies, First Year International Doctor Program in Asia-Pacific Studies, Second Year International Doctor Program in Asia-Pacific Studies, Third Year | ||
| Course Name | Geopolitics, Globalization and Competition of Technology in the Asia Pacific | ||
| Instructor | LIU FU-KUO | ||
| Credit | 3.0 | ||
| Course Type | Elective | ||
| Prerequisite | |||
| Course Objective |
| Course Description |
| Course Schedule |
Dialogue between Morris Chang and Chris Miller on “Chip War”, March 16, 2023. https://www.youtube.com/watch?v=xNTcVKWhKiQ Heath, Timothy. (2021) U.S. Strategic Competition with China, A Rand Research Primer. (June 22) https://www.rand.org/pubs/perspectives/PEA290-3.html Greevan, Mark. (2025) “Navigating Asia’s new trade reality after the US tariff shock,” World Economic Forum, April 8, 2025. https://www.weforum.org/stories/2025/04/navigating-asia-new-trade-reality-after-the-us-tariff-shock/
Tiberghien, Yves. (2024) “Geopolitics is Accelerating in the Indo-Pacific: Seven Key Trends and Three Hot Spot,” July 9. https://www.asiapacific.ca/publication/geopolitics-accelerating-indo-pacific-trends-hotspots Nath, Ela. & Stephan Klingebiel, (2023) “Geopolitical Competition in the Indo-Pacific: Managing Development Cooperation,” IODS Policy Brief, August. https://www.idos-research.de/uploads/media/PB_8.2023.pdf
International Monetary Fund, (1997) “Meeting the Challenges of Globalization in the Advanced Economies,” https://www.elibrary.imf.org/display/book/9781557756480/Ch03.xml Popa, Cristina Elena. (2023) “The Challenges of Globalization,” Expert Journal of Economics. Volume 11, pp. 23-31. Lopez-Claros, Augusto, Arthur L. Dahl, and Maja Groff, (2020) “Chapter one: The Challenges of the 21st Century,” in Global Governance and the Emergence of Global Institutions for the 21st Century. Cambridge University Press.https://www.cambridge.org/core/services/aop-cambridge-core/content/view/AF7D40B152C4CBEDB310EC5F40866A59/9781108476966AR.pdf/Global_Governance_and_the_Emergence_of_Global_Institutions_for_the_21st_Century.pdf?event-type=FTLA
Beattie, Alan. (2024) “Can globalisation survive the US-China rift?” Financial Times, (September 6).https://www.ft.com/content/611a48d5-8c1a-40de-a062-f1286499c3f3 Duffy, Melissa. Robert Slack, Carrie Schroll, and Brooklynn Moore, (2025) “Retreat from Globalization: Overview of the New U.S. Tariff Regime,” Fenwick, April 7. https://www.fenwick.com/insights/publications/retreat-from-globalization-overview-of-the-new-u-s-tariff-regime Friedberg, Aaron. (2021) “The Growing Rivalry Between America and China and the Future of Globalization,” The Strategist, Vol 5, Iss 1, (Winter), pp. 95–119. https://tnsr.org/2022/01/the-growing-rivalry-between-america-and-china-and-the-future-of-globalization/ Kramer, Franklin. (2023) “China and the New Globalization,” The Atlantic Council, Global China Hub, Issue Brief, (February). https://www.atlanticcouncil.org/wp-content/uploads/2023/02/China_and_the_New_Globalization_IB_Digital_v2-1.pdf Papadimitriou, Dimitri B., Giuliano Toshiro Yajima, and Gennaro Zezza, (2025) “Trump’s Tariffs: Ending Globalization,” Policy Notes, April 21. https://www.levyinstitute.org/publications/trumps-tariffs-ending-globalization/Sun, Jisheng. (2024) “The Challenges Facing Globalization (and the Chinese Way to Promote it),” CIRSD-Horizon, https://www.cirsd.org/files/000/000/011/28/636dfdbcfe83ad316464d882997dc240921ed993.pdfWu, Xiangning. (2020) “Technology, power, and uncontrolled great power strategic competition between China and the United States,” China International Strategy Review, (2020) 2:99–119. https://doi.org/10.1007/s42533-020-00040-0
Jensen, Federico. (2023) “Global Production and the Current Geopolitical Moment,” Copenhagen Business School, (September). https://sase.org/blog/global-production-and-the-current-geopolitical-moment/ van Meeteren, Michiel. and Jana Kleibert, (2022) “The global division of labour as enduring archipelago: thinking through the spatiality of ‘globalisation in reverse’,” Cambridge Journal of Regions, Economy and Society, 15, 389–406. https://doi.org/10.1093/cjres/rsac007 Williams, Aime. (2025) “Donald Trump’s new tariff regime deepens global trade war,” Financial Times, August 7. https://www.ft.com/content/9f642686-d9bf-4d16-a2f6-2d2ab8fb43d2
Altman, Steven. (2020) “Will Covid-19 Have a Lasting Impact on Globalization?” Harvard Business Review, (May 20). https://hbr.org/2020/05/will-covid-19-have-a-lasting-impact-on-globalizationBickley, Steve J. Ho Fai Chan, Ahmed Skali, David Stadelmann, and Benno Torgler, (2021) “How does globalization affect COVID-19 responses?” Globalization and Health 17:57. https://doi.org/10.1186/s12992-021-00677-5 Olivié, Iliana. and Manuel Gracia, (2021) “The pandemic’s impact on globalisation,” ARI 94/2021, (November 12). https://www.realinstitutoelcano.org/en/analyses/the-pandemics-impact-on-globalisation/
Goh, Evelyn. (2022) “The Asia–Pacific’s ‘Age of Uncertainty’: Great Power Competition, Globalisation and the Economic-Security Nexus,” in Robert G. Patman, Patrick Köllner, Balazs Kiglics, eds., From Asia-Pacific to Indo-Pacific Diplomacy in a Contested Region. Palgrave Macmillan. Mori, Satoru. (2019) “US Technological Competition with China: The Military, Industrial and Digital Network Dimensions,” Asia-Pacific Review, 26:1, 77-120. https://doi.org/10.1080/13439006.2019.1622871 Schneider-Petsinger, Marianne, Jue Wang, Yu Jie and James Crabtree, (2019) “US–China Strategic Competition: The Quest for Global Technological Leadership,” Asia-Pacific Programme and the US and the Americas Programme, Chatham House. (November).
Dollar, David. (2022) “U.S.-China trade relations in an era of great power competition,” China Economic Journal, Vol. 15, No. 3, 277–289. https://doi.org/10.1080/17538963.2022.2117185 Jones, Oliver. (2024) “Prepare now for the new era of selective globalization,” Parthenon, (March 27) https://www.ey.com/en_gl/insights/geostrategy/future-of-globalizationPosen, Adam. (2024) “Geopolitics is corroding globalization,” Finance & Development Magazine, (June). https://www.imf.org/en/Publications/fandd/issues/2024/06/Geopolitics-Corroding-Globalization-Adam-S-Posen
“7 major trends shaping the future of the semiconductor industry,” Capgemini, (December 18). https://www.capgemini.com/us-en/insights/expert-perspectives/7-major-trends-shaping-the-future-of-the-semiconductor-industry/“The Future of the Semiconductor Industry”, International Roadmap for Devices and Systems, https://irds.ieee.org/topics“Winning the future: A Blueprint for Sustained U.S. Leadership in Semiconductor Technology,” Semiconductor Industry Association, (April 2019). https://www.semiconductors.org/wp-content/uploads/2019/04/SIA_Winning-the-Future_Refresh_FINAL1.pdf
Gowans, Gregor. (2024) “Escalation in Middle East conflict sparks more concerns about supply chain disruption,” trans.iNFO, (April16). https://trans.info/en/middle-east-supply-chain-disruption-384446Rasshyvalova, Dmytro, Yevhenii Portnoib, Tetiana Sigaievac, Oleksandr Alboshchiid, and Oleksandr Rozumnyie, “Navigating geopolitical risks: Implications for global supply chain management,” Multidisciplinary Reviews 7, https://doi.org/10.31893/multirev.2024spe017 Simpson, Jack, Phillip Inman, and Jillian Ambrose, (2024) “Global supply chains are under pressure again. Will inflation start rising?” The Guardian, (October 2). https://www.theguardian.com/business/2024/oct/02/global-supply-chains-are-under-pressure-again-will-inflation-start-rising
“Navigating supply chain resilience amid rising geopolitical risk,” S & P global, https://www.spglobal.com/en/research-insights/market-insights/geopolitical-risk/supply-chain-resilience?utm_source=google&utm_medium=ppc&utm_campaign=PC026196&utm_term=&utm_network=g&device=c&matchtype=&cq_cmp=21418194125&cq_plac=&cq_net=g&cq_plt=gp&gbraid=0AAAAAD7ui0pDMjoSNMaB-FXS1egcDf2bc&gclid=EAIaIQobChMIv8Hio-D7iAMV8eEWBR1ctwNDEAAYASAAEgI4fPD_BwE
Capri, Alex. (August 2024) “China decoupling versus de-risking: What’s the difference?” Hinrich Foundation, https://www.hinrichfoundation.com/profiles/experts-contributors/alex-capri/Bateman, Jon. (2022) “US-China Technological ‘Decoupling’: A Strategy and Policy Framework,” Carnegie Endowment for International Peace. https://carnegie-production-assets.s3.amazonaws.com/static/files/Bateman_US-China_Decoupling_final.pdf “Business in an Era of Heightened Geopolitical Instability,” (2022) Economist Impact, https://impact.economist.com/perspectives/sites/default/files/ei_norsk_hydro_briefing_report_business_in_an_era_of_heightened_geopolitical_instability.pdf Evans, Gareth. (2024) “De-risking regional geopolitics,” Oxford Review of Economic Policy, 2024, 40, 439–441. https://doi.org/10.1093/oxrep/grae017 The Global Risks Report 2024, World Economic Forum, (January 2024).https://www3.weforum.org/docs/WEF_The_Global_Risks_Report_2024.pdf?_gl=1*2wqnmz*_up*MQ..&gclid=EAIaIQobChMI_8aIpd_7iAMVP24PAh3xtAdbEAAYASAAEgLMSvD_BwE&gbraid=0AAAAAoVy5F4dKMDWb3JRQYZmJxOuriSJB
Kaur, Dashvinjeet. (2023) “Is there really a Chip 4 Alliance? Officially, it’s still a proposal,” Techwire Asia, https://techwireasia.com/2023/01/is-there-really-a-chip-4-alliance-officially-its-still-a-proposal/Lee, Jaemin. (2024) “The U.S. and its allies want to bring the entire chip supply chain in-house—and that could create an OPEC-style cartel for the digital age,” Fortune, (March 29). https://fortune.com/asia/2024/03/28/chip-4-alliance-us-korea-japan-taiwan-semiconductors-china-opec-cartel-for-digital-age/Muns, Maarten. and Chris Miller, (2024) “Taiwan’s security came into question at the exact time that they became an irreplaceable supplier of semiconductors,” Atlantisch Perspectief , Vol. 48, No. 1, pp. 18-23.https://www.jstor.org/stable/10.2307/48761748 “Taiwan says 'Fab 4' chip group held first senior officials meeting,” (2023) Reuters, (February 26),https://www.reuters.com/technology/taiwan-says-fab-4-chip-group-held-first-senior-officials-meeting-2023-02-25/
JR Research, (2024) “TSMC: Geopolitical Fears Could Rear Its Ugly Head Again,” Seeking Alpha, (January 15). Lin, Yixuan. (2024) “On New TSMC Chairman’s Mind: AI, Geopolitics, Global Expansion,” Commonwealth Magazine, (June 13). https://english.cw.com.tw/article/article.action?id=3717
Bloomberg, (2023) “China’s latest war against Taiwan-based Foxconn has ‘all the hallmarks of a political crackdown’ and adds to a push to put foreign firms on notice,” Fortune, (October 24). https://fortune.com/asia/2023/10/23/china-foreign-firms-crackdown-arrests-foxconn-wpp-probe/CBM, “The Competitive Landscape of Foxconn Technology Group,” (October 2, 2024). https://canvasbusinessmodel.com/blogs/competitors/foxconn-technology-group-competitive-landscapeChitkara, Hirsh. (2020) “Huawei could face the brunt of the US-driven geopolitical tensions in 2020,” Business Insider, (January 2). https://www.businessinsider.com/geopolitical-challenges-persist-for-huawei-in-2020-2020-1Lazard Geopolitical Advisory, “Geopolitics of Supply Chain,” (August 2024). https://www.lazard.com/media/d4dnwbvc/the-geopolitics-of-supply-chains.pdf Srivastava, Megha (2024) “How Is Huawei Growing, Despite Heavy US Sanctions?,” The Diplomat, (July 2). https://thediplomat.com/2024/07/how-is-huawei-growing-despite-heavy-us-sanctions/
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| Teaching Methods |
| Teaching Assistant |
Vinck Samuel, IDAS candidate |
| Requirement/Grading |
1. Attendance and Group works(30%) 2. Final paper (40%) 3. presentation (20%) 4. Course discussion (10%) |
| Textbook & Reference |
providing more details on the course curriculum on the first day of the class |
| Urls about Course |
| Attachment |