SemesterFall Semester, 2025
DepartmentThe International Master Program of Applied Economics and Social Development (IMES) , First Year The International Master Program of Applied Economics and Social Development (IMES) , Second Year
Course NameSemiconductor Industry in the Era of Techno-Geopolitics
InstructorYOUNG KON-RAD
Credit3.0
Course TypeElective
Prerequisite
Course Objective
Course Description
Course Schedule


















































































週次



課程主題



課程內容與指定閱讀



教學活動與作業



1



Orientation: Course Aims, Methods, and Assessment

導論:課程目標、學習方法與評量說明


   

2



Global Order in Transition: Geo-Technology and the Semiconductor Supply Chain from Manufacturing Base to Global Order Reshaping

總論:科技地緣政治與半導體供應鏈從製造基礎到全球秩序重構










 

Kadtke, James & Wharton, John. “Technology and National Security: The United States at a Critical Crossroads.”United States Department of Defense (2018).


 

Friedberg, Aaron, and Charles W. Boustany Jr. "Partial Disengagement: A New US Strategy for Economic Competition with China." The Washington Quarterly 43.1 (2020): 23-40.


 

 Wang, Tsai‑Yi & Chiang, Min‑yen. Uncovering Huawei’s Shadow Network: The Role of Shenzhen Industrial Investment Group and Taiwanese Suppliers in China’s Semiconductor Strategy. Taipei: DSET, Dec 18, 2024.


 

Chiang, Min-yen. How China Is “Remote-Poaching” Chip Design Talent from Taiwan: Examining Taiwan’s Economic Security Through the Bitmain Case. Taipei: DSET, Aug 27, 2024.


 

Chang, Jeremy Chih‑Cheng, et al. The Great Siege: The PRC’s Comprehensive Strategy to Dominate Foundational Chips. Taipei: DSET Economic Security Team, April 1, 2025.


 

Chang, Jeremy Chih‑Cheng, et al. The Great Siege: The PRC’s Comprehensive Strategy to Dominate Foundational Chips. Taipei: DSET Economic Security Team, April 1, 2025.


 

Chiang, Min‑yen; Chang, Jeremy Chih‑Cheng; Ho, Ming‑yen; Yi, Da‑wei; Zeng, Zhi‑hua; Wei, Chen‑an; Wu, Ting‑hua; Zhao, Fang‑yi. Walking a Tightrope: Navigating Taiwan‑U.S. Semiconductor Security Under Trump 2.0. Taipei: DSET Economic Security Team, January 21, 2025.








 
 

3



4



5



6



7



半導體技術演變及展望:半導體技術的演進與戰略意涵



Technology Module:The Evolution of Semiconductor Technology and Its Strategic Implications



Whang, Cindy. "Undermining the Consensus-Building and List-Based Standards in Export Controls: What the US Export Controls Act Means to the Global Export Control Regime." Journal of International Economic Law 22.4 (2019): 579-599.

Miller, Chris. Chip War: The Fight for the World’s Most Critical Technology. New York: Scribner, 2022. 


 

Shields, Justin. "Smart Mâchines and Smarter Policy: Foreign Investment Regulation National Security and Technology Transfer in the Age of Artificial Intelligence." J. Marshall L. Rev. 51 (2017): 279.


 

8



9



10



Midterm 



期中考週


   

11



Geo-technology Policy I: U.S. and Japanese Perspectives and Strategies



科技地緣政策(一):美國與日本的觀點與策略



Shields, Justin. "Smart Mâchines and Smarter Policy: Foreign Investment Regulation National Security and Technology Transfer in the Age of Artificial Intelligence." J. Marshall L. Rev. 51 (2017): 279.


 

Chang, Jeremy Chih-Cheng, and Min-yen Chiang. “Japan’s Grand Geopolitical Strategy on the Semiconductor Industry.” In Technology Rivalry Between the USA and China, edited by Peter C. Y. Chow, 133–159. Cham: Palgrave Macmillan, 2025. 


 

12



13



Geo-technology Policy II: European Perspectives and Strategies

科技地緣政策(二):歐洲的觀點與策略



Duchâtel, Mathieu. “Semiconductors in Europe: The Return of Industrial Policy.” Institut Montaigne, March 2022.



Duchâtel, Mathieu. “Technology Transfers: The Case for an EU–Japan–US Cooperation Framework.” Institut Montaigne, March 2022.


 

14



15



Conclusion: Managing Technological Geopolitical Risks in an Era of Uncertainty

總結:在不確定的時代中管理科技地緣政治風險






 
 
 


Teaching Methods
Teaching Assistant
Requirement/Grading

兵棋推演20%



課程參與30%



期末報告50%


Textbook & Reference

如上所述


Urls about Course
Attachment