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51. Analyzing South Korea’s Semiconductor Industry: Trade Dynamics and Global Position

Author:
Hyung-gon Jeong
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
U.S. sanctions on China's semiconductor industry are causing major shifts in the global supply chain, affecting South Korea's industry due to its reliance on Chinese manufacturing. The Biden administration's increased sanctions, combined with global trends towards semiconductor self-sufficiency, are putting South Korea's semiconductor position at risk. Countries such as the U.S., China, and Japan are building up their domestic semiconductor industries, potentially affecting South Korea's position in the global market. Deeply integrated with China, Korean companies, face the challenge of reducing this dependence and adapting to the evolving supply chain landscape. This paper examines the import and export trends of the South Korean semiconductor industry over the last five years to assess its global standing, identify challenges, and suggest strategic directions. Using data from the Korea Customs Service from 2019 to 2023, the study analyzes trade patterns and supply chain configurations within South Korea's semiconductor industry. The industry is divided into six main categories and 33 subcategories, based on the analysis of 381 semiconductor-related items categorized under the Harmonized System at the 10-digit level. This detailed classification allows for an in-depth examination of trade trends, supply chain structures, and associated risks within the South Korean semiconductor industry. Moreover, this research uses the classification method described and UN Comtrade statistics to create a dataset on global semiconductor trade. This dataset is used to analyze the international presence of the South Korean semiconductor industry and its market shares in China across different segments.
Topic:
Trade, Supply Chains, and Semiconductors
Political Geography:
China, Asia, and South Korea

52. North Korea’s 2023 Trade with China: Analysis and Forecasts

Author:
Jangho Choi and Yoojeong Choi
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
This article analyzes North Korea-China trade trends and statistics in 2023 to evaluate the extent of North Korea's trade normalization and its performance. North Korea's trade with China increased by more than 120% compared to the previous year as the country declared a COVID-19 Endemic and gradually eased border controls, but did not recover to 2018-19 levels, the year before the outbreak of COVID-19. Imports to China recorded 2.00 billion, 124.1% higher than the 0.89 billion in 2022. North Korea's imports from China in 2023 are estimated to be the maximum achievable given the lack of a full resumption of over-land trade. However, as the negative impact of UN sanctions on the North Korean economy is ongoing, making it difficult to normalize industrial production. North Korea mainly imported raw materials for processing trade (textile and garment raw materials), staple foods (rice and sugar), agricultural materials (fertilizer), and construction materials from China in 2023. North Korea’s exports to China stood at 0.29 billion, up 118.4% from 0.13 billion in 2023. Exports remain at the 16.9% of the level before the tightening of UN sanctions on North Korea, as the country has failed to diversify its products and expand exports of major export items. Exports were highly dependent on specific products, wigs and false eyelashes, a labor-intensive industry, accounting for 57.1% of total exports. In spite of increasing wigs export, North Korea failed to further expand its amount and diversify the export items in the second half of the year. According to the analysis of trade statistics, the main goals of North Korea's 2023 US foreign economic policy are: (1) resuming smuggling trade in textiles and clothing, (2) building irrigation canals in preparation for summer floods, (3) implementing state-led grain distribution, (4) building living houses in a rural area, and (5) increasing metal production for Russian arms exports. Despite the increase in imports from China in the transition to the coronavirus pandemic, it is difficult to say that it has yet led to the recovery of industrial production and economic development. The future of North Korea's trade with the rest of the world in 2024 will be determined by whether North Korea fully opens its borders and improves its relations with China. In 2024, both North Korea's exports and imports are expected to be slightly higher than in 2023. North Korea's exports are unlikely to increase significantly, as North Korea-Russia military cooperation is expected to continue and China is likely to maintain its checks on the growing Sino-Russian alignment. Increased imports will lead to a larger trade deficit, but it will be within North Korea's ability to manage for one to two years.
Topic:
Economics, Border Control, Trade, and COVID-19
Political Geography:
China, Asia, and North Korea

53. Deterrence Gap: Avoiding War in the Taiwan Strait

Author:
Jared M. McKinney and Peter Harris
Publication Date:
01-2024
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The likelihood China will attack Taiwan in the next decade is high and will continue to be so, unless Taipei and Washington take urgent steps to restore deterrence across the Taiwan Strait. This monograph introduces the concept of interlocking deterrents, explains why deterrents lose their potency with the passage of time, and provides concrete recommendations for how Taiwan, the United States, and other regional powers can develop multiple, interlocking deterrents that will ensure Taiwanese security in the short and longer terms. By joining deterrence theory with an empirical analysis of Taiwanese, Chinese, and US policies, the monograph provides US military and policy practitioners new insights into ways to deter the People’s Republic of China from invading Taiwan without relying exclusively on the threat of great-power war.
Topic:
Foreign Policy, International Security, Deterrence, and Cross-Strait Relations
Political Geography:
China, Taiwan, Asia, United States of America, and Indo-Pacific

54. International Competition in the High North: Kingston Conference on International Security 2022

Author:
Michael E. Lynch and Howard Coombs
Publication Date:
01-2024
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The 16th annual Kingston Consortium on International Security conference, “International Competition in the High North,” took place on October 11–13, 2022, in Kingston, Ontario, Canada. The conference examined the Arctic region in the context of ongoing climate change and against the backdrop of war in Ukraine. Over the past several years, the United States has acknowledged the growing importance of the Arctic as a strategic region, and the Department of Defense and each of the US military services have published Arctic policies or strategies. In addition, the Department of Defense has created a new regional study center, the Ted Stevens Center for Arctic Security Studies in Alaska. Canada and the other Arctic Council nations have also acknowledged the growing importance of the Arctic region and revised strategic frameworks and changed institutional approaches to ensure Arctic security challenges arising from great-power competition and other threats, like those to the environment, are addressed. This volume captures these ideas for the United States and its allies so all can benefit from this experience.
Topic:
Defense Policy, NATO, Climate Change, Indigenous, Strategic Competition, Arctic Council, Military, Dual Use Infrastructure, Environmental Security, and North American Aerospace Defense Command (NORAD)
Political Geography:
China and Arctic

55. Arming Allies and Partners: How Foreign Military Sales Can Change the China Problem

Author:
Brennan Devereaux
Publication Date:
03-2024
Content Type:
Special Report
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
Allies and partners are “a center of gravity” for the DoD National Defense Strategy in the Indo-Pacific.1 But are regional nations building military capacity to help the United States prepare for and deter a potential clash with the People’s Republic of China, or are they solely focused on defending their own territories? Although regional nations’ aims may often overlap, they also diverge in some cases. Partner-capacity development must therefore reflect the distinction between deterrence and territorial defense. The US military has been diligently building relationships and developing partner capacity in the Indo-Pacific region for years, conducting dozens of exercises annually and recently establishing the Joint Pacific Multinational Readiness Center.2 These efforts in the Indo-Pacific region have increased with the US military’s attempt to shift away from the Middle East, and President Joe Biden’s declaration that China is “the only competitor with both the intent to reshape the international order and, increasingly, the economic, diplomatic, military, and technological power to do it.”3 Regardless of efforts in the region, not all relationships with partners are equal; the potential assistance each partner would be willing to provide the US military in a conflict with China will vary for myriad reasons. Although each nation’s support requirements and development goals are distinct, assistance through military sales is a foundational aspect of building capacity, providing allies and partners a venue for acquiring military equipment. The Foreign Military Sales program, often critiqued for its inefficiencies, is being revamped by the US Department of State and Department of Defense.4 Partner nations purchasing US military equipment will remain focused on their own national interests, which for many partners remain security and the defense of sovereign territory. Updates to how the United States approaches military sales can also be tailored to support US military interests more effectively. In other words, US strategic objectives should underpin the prioritization of sales to specific countries, and US efforts should extend beyond financial benefits or the intangibles of building partnerships. To account for the unique and distinct challenges the US military faces in the Indo-Pacific theater, the modernization of Foreign Military Sales should aim to provide the United States with a relative military advantage over China by tailoring the program’s approach to arming allies in a way that complements US military efforts in the region. Modernizing Foreign Military Sales begins by categorizing nations based on their expected roles in a potential clash between the United States and China.
Topic:
Security, Defense Policy, Partnerships, and Arms Sales
Political Geography:
China, United States of America, and Indo-Pacific

56. A Baseline Assessment of the PLA Army's Border Reinforcement Operations in the Aksai Chin in 2020 and 2021

Author:
Dennis J. Blasko
Publication Date:
04-2024
Content Type:
Special Report
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
This report analyzes the People’s Liberation Army’s (PLA) border reinforcement operation throughout the Aksai Chin and adjacent areas from summer 2020 to early 2021. It is based largely on analysis of Google Earth imagery and provides a baseline for further analysis of the PLA deployment along the entire Line of Actual Control (LAC) in the Aksai Chin. Chinese Army units appear ready to remain in a defensive posture near the LAC the Aksai Chin indefinitely. This effort is the land domain equivalent of Chinese military maritime operations in the South China Sea and air and sea deterrent operations directed toward Taiwan.
Topic:
Armed Forces, Military, and People's Liberation Army (PLA)
Political Geography:
China, India, Xinjiang, and Aksai Chin

57. War with China: A View from Early 2024

Author:
Marco J. Lyons
Publication Date:
04-2024
Content Type:
Special Report
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
US defense analysts are overdue for a fundamental reassessment of the strategic factors that would shape a future Sino-American war. The United States may lower the overall risk of sparking a war between Washington and Beijing by more formally committing advanced US capabilities in intelligence collection and targeting, long-range fires, and theater air and missile defense to Japan and South Korea and by initiating bilateral planning to introduce such capabilities in Taiwan in the future. The US defense community still lacks a broad and integrated national strategy for successfully managing the rivalry with China. A clear-eyed assessment of a possible United States-China war could lead to a national strategy.
Topic:
Security, Intelligence, Bilateral Relations, Territorial Disputes, and Strategic Planning
Political Geography:
Japan, China, Taiwan, Asia, United States of America, and South China Sea

58. Decisive Decade: PRC Global Strategy and the PLA as a Pacing Challenge – 2023 PLA Conference

Author:
George R. Shatzer and Joshua Arostegui
Publication Date:
04-2024
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The US Army War College’s 2023 Conference on the People’s Liberation Army (PLA) was held February 22 to 24, 2023, at Carlisle Barracks, Pennsylvania. The conference, entitled “Decisive Decade: PRC Global Strategy and the PLA as Pacing Challenge,” featured presentations on PRC global and regional strategy, and the PLA’s enabling role by experts from a wide range of academic, media, and government agencies and organizations. The conference papers better defined the notion of the PLA as a pacing challenge as evidenced by PRC strategies and activities in various regions to build a much stronger appreciation of how PLA operations in these locations matter to each other and the whole of the PRC’s broader national strategy. The event also included presentations on Chinese military deterrence and potential justifications for a cross-Strait conflict following US House Speaker Pelosi’s visit to Taiwan in August 2022. Specific topics included the PRC’s acceleration of military reforms and its extending reach; how the PRC can use various regional crises to justify military action against Taiwan; countering PRC military strength in Northeast Asia; and the PRC’s growing economic and security engagements with Latin America, Africa, South Asia, Russia, and Europe.
Topic:
Security, Bilateral Relations, Military, and People's Liberation Army (PLA)
Political Geography:
Russia, China, and Asia

59. Episode 04: Exporting the War on Terror: Islamophobia in Asia

Author:
Sahar Aziz and Khaled A. Beydoun
Publication Date:
03-2024
Content Type:
Video
Institution:
Center for Security, Race and Rights (CSRR), Rutgers University School of Law
Abstract:
Host Sahar Aziz and Arizona State University Sandra Day O'Connor College of Law Professor Khaled Beydoun discuss the latest legal and political developments in the troubling rise of global Islamophobia in India, China, and other Asian countries. The conversation is informed by Professor Beydoun’s new book The New Crusades: Islamophobia and the Global War on Muslims.
Topic:
Politics, Law, Discrimination, Islamophobia, War on Terror, and Muslims
Political Geography:
China, India, and Asia

60. The Russia Factor in China’s Relations with the West

Author:
Klaus W. Larres and Lea Thome
Publication Date:
04-2024
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Tension between China and the Western world has been a characteristic of global affairs for the better part of the last decade. Notwithstanding Russia’s full-scale invasion of Ukraine in February 2022, the United States continues to view China as its greatest global rival and competitor. In fact, many policymakers in Washington (though by no means all of them) view China as an existential threat to America’s global influence and predominance. As the European Union and its 27 member states are not among the world’s superpowers, the Europeans have a somewhat more relaxed attitude toward China. Still, according to an important policy statement issued by the EU Commission in 2019, Brussels has come to see Beijing not only as a “partner and competitor” but also as a serious “systemic rival.” This refers less to geopolitical concerns but very much to global governance issues and geoeconomic, trade, and investment relations with China. The EU is deeply concerned about the continuing lack of reciprocity of market access, intellectual property theft, and China’s frequently state-subsidized competition regarding cutting-edge technology products, including solar panels, EV vehicles, and many other products, which may soon swamp the EU market. The EU Commission has launched an investigation into China’s production of EV vehicles and also Beijing’s shipbuilding industry, which it suspects may well work on the basis of rather unfair and highly subsidized support from the Chinese state.
Topic:
Foreign Policy, Markets, Geopolitics, Economy, Strategic Competition, and Production
Political Geography:
China, Europe, Asia, and United States of America