學術產出-學位論文
文章檢視/開啟
書目匯出
-
題名 夾在兩個巨人之間: 中美科技戰下台灣半導體與中國的貿易
In Between Two Giants: Taiwan's Semiconductor Trade with China Amid the U.S.-China Technology War作者 艾麗蓉
Felos, Eliza貢獻者 王信實
Shinn-Shyr Wang
艾麗蓉
Eliza Felos關鍵詞 台灣
積體電路
中國
美國
出口管制
科技戰下
Taiwan
Semiconductors
China
The United States
Technology War
Export Controls日期 2024 上傳時間 4-九月-2024 15:20:50 (UTC+8) 摘要 隨著技術對國家經濟和軍事安全的重要性日益增加，對這些關鍵技術的競爭也在加劇。這一現象在美國和中國之間的半導體競爭中尤為明顯。然而，由於行業特性及全球化經濟，這種衝突並不僅限於這兩個國家。在集成電路單元（IC單元）領域，台灣受衝突影響最大，因為它是世界上最大的先進IC單元生產國之一。台灣在技術和知識產權上嚴重依賴美國，同時也將大部分IC單元出口到中國。這項研究旨在確定台灣出口到中國的IC單元受影響的程度和方向。基於差異性回歸分析，結果顯示自美國對中國公司華為實施首項出口控制以來，台灣對中國的IC單元出口有所增加。雖然本文的初始假設未得到支持，但結果提供了對美國出口控制在短期內可能影響台灣的另一種觀點，並指出未來研究需要關注的方向。
As technology becomes increasingly important to country’s economic and military security, the competition for access to these key technologies grows. No where is it more obvious in than between the United States and China over semiconductors. However, due to the nature of the industry and the globalized economy, the conflict is not isolated to these countries alone. In the area of integrated circuit units, or IC units, Taiwan is the most affected by the conflict, as it is one of the largest producers of advanced IC units in the world. Taiwan heavily relies on the US for technology and IP access, and also exports most of its IC unit to China. This research set out to determine to what degree and direction Taiwan’s IC units exported to China was affected. Based on a difference in difference regression analysis, it was determined that in terms of IC units there was an increase in exports to China from Taiwan since the first US export control on the Chinese company Huawei was implemented. While the initial hypothesis of this paper was not supported, the results present an alternative viewpoint into the way the US export controls may be affecting Taiwan in the short term and where research may need to focus on in the future.參考文獻 About Trade Statistics. (n.d.). Retrieved from CPT SIngle Window : https://portal.sw.nat.gov.tw/APGA/GA32E Allen, G. C. (2023). In Chip Race, China Gives Huawei the Steering Wheel. Center for Strategic & International Studies. Ash, R., & Greene, J. M. (2007). Introduction. In Taiwan in the 21st century : Aspects and limitations of a development model. Bajpai, P. (2021, October 1). An Overview of the Top 5 Semiconductor Foundry Companies. Retrieved from Nasdaq: https://www.nasdaq.com/articles/an-overview-of-the-top-5-semiconductor-foundry-companies-2021-10-01 Barboza, D. (2006, May 15). In a Scientist's Fall, China Feels Robbed of Glory. Retrieved from New York Times: https://archive.ph/iVvPk Bekkers , E., & Schroeter, S. (2020). An Economic Analysis of the US-China Trade Conflict. Economic Research and Statistics Division. World Trade Organization . Bitzinger, R. A. (2021). China’s Shift from Civil-Military Integration to Military-Civil Fusion. Asian Policy , 5-24. Bogusz, M. (2023). The silicon shield Taiwan amid the superpowers’ rivalry . Warsaw: OSW Studies. Brown , G. C., & Lewis, B. (2024). Taiwan ADIZ Violations. Retrieved from PLATracker, Taiwan ADIZ Violations Tracker: https://docs.google.com/spreadsheets/d/1qbfYF0VgDBJoFZN5elpZwNTiKZ4nvCUcs5a7oYwm52g/edit#gid=2051027998 Bureau of Industry and Security. (2020, May 15). Commerce Addresses Huawei’s Efforts to Undermine Entity List, Restricts Products Designed and Produced with U.S. Technologies. Retrieved from US Department of Commerce: https://2017-2021.commerce.gov/news/press-releases/2020/05/commerce-addresses-huaweis-efforts-undermine-entity-list-restricts.html Cambell, C. (2021, October 1). Inside the Taiwan Firm That Makes the World’s Tech Run. Retrieved from Time: https://time.com/6102879/semiconductor-chip-shortage-tsmc/ Chafetz, G. (2023). How China’s Political System Discourages Innovation and Encourages IP Theft. The SAIS Review of International Affairs. Chan, E. (2023, December 6). How Much Do EUV Machines Cost? Retrieved from Gadgetmates: https://gadgetmates.com/how-much-do-euv-machines-cost#:~:text=EUV%20machines%20cost%20between%20%24120,the%20advanced%20technology%20they%20embody Danielsson, L. (2023). United States, Taiwan, and Semiconductors: A Critical Supply Chain Partnership . Arlington : The Project 2049 Institute & US-Taiwan Business Council . Diamond , L., Ellis Jr, J., & Schell, O. (2023). Introduction; Washington, Taipei, and Beijing— The Silicon Triangle. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security. Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. Edler, J., Blind, K., Kroll, H., & Schubert, T. (2023). Technology sovereignty as an emerging frame for innovation policy. Defining rationales, ends and means,. Research Policy. Election Study Center. (2024). Taiwanese / Chinese Identity(1992/06~2023/12). Taipei: National Chengchi University. Electronics Explosion. (1967, March 01). Retrieved from Taiwan Review : https://taiwanreview.nat.gov.tw/news.php?unit=8&post=13822&unitname=Economics-Taiwan-Review&postname=Electronics-Explosion Ezell, S. (2021). False Promises II: The Continuing Gap Between China’s WTO Commitments and Its Practices. Information Technology and Innovation Foundation. FAQ BACI. (2024). Retrieved from CEPII: http://www.cepii.fr/DATA_DOWNLOAD/baci/doc/FAQ_BACI.html#7_Is_there_data_for_Taiwan Finnish Institute of International Affairs (FIIA). (2024). Geo-economics. Retrieved from World Economic Forum: https://intelligence.weforum.org/topics/a1Gb0000000LHOoEAO Foreign Trade Online. (n.d.). Harmonized System Codes (HS Code 2017 - Current). Retrieved from Foreign Trade Online: https://www.foreign-trade.com/reference/hscode.htm?cat=13 Freedom in the World 2024; Taiwan. (2024). Retrieved from Freedom House: https://freedomhouse.org/country/taiwan/freedom-world/2024 Fuller, D. B. (2021). China’s Counter-Strategy to American Export Controls in Integrated Circuits. China Leadership Monitor(67), 15 pages. Fuller, D. B. (2022). Weaponizing Interdependence & Global Value Chains: US Export Controls on Huawei. American Political Science Association pre-prints, 31 pages. Fuller, D. B. (2023). Export Controls Effectively Constrain China's Advance in Microchip Production. Dansk Center for Internationale Studier og Menneskerettigheder. DIIS Policy Brief . Goodman, P. S., & Chokshi, N. (2021, June 1). How the World Ran Out of Everything. Retrieved from New York Times: https://archive.ph/iPiMA#selection-459.0-459.35 Group, W. B. (2022). World Development Report 2022. Washington, D.C.: World Bank Publications . Harmonized System (HS) Codes. (n.d.). Retrieved from U.S. Department of Commerce International Trade Admissions: https://www.trade.gov/harmonized-system-hs-codes He, A. (2021). Case Study: From Paper Tiger to Real Tiger? The Development of China’s Semiconductor Industry. China’s Techno-Industrial Development: A Case Study of the Semiconductor Industry, 14–24. Hong, I. (2021, March 3). China Gives Up On $20bn Wuhan Chipmaking Fiasco. Retrieved from Asia Financial : https://www.asiafinancial.com/china-gives-up-on-20bn-wuhan-chipmaking-fiasco Ji, K., Nauta, L., & Powell, J. (2023, June 14). Mapping Global Supply Chains – The Case of Semiconductors. Retrieved from RaboBank: https://www.rabobank.nl/kennis/linkto/d011371771-mapping-global-supply-chains-the-case-of-semiconductors Kastner, S. L. (2022). War and Peace in the Taiwan Strait. New York : Colulmbia University Press. Lebow, D., & Peneva, E. (2024, January 19). Inflation Perceptions During the Covid Pandemic and Recovery. Retrieved from Federal Reserve: https://www.federalreserve.gov/econres/notes/feds-notes/inflation-perceptions-during-the-covid-pandemic-and-recovery-20240119.html Lee, J.-A. (2020). Forced Technology Transfer in the Case of China. Boston University Journal of Science & Technology Law, 26(2), 324-352. Long, G. (2022). Twenty Years Since China’s WTO Accession: Looking Back and Forward. Budapest: China-CEE Institute . Lu, X., & White , H. (2014). Robustness checks and robustness tests in applied economics. Journal of Economics, 194-206. Majerowicz, E., & Aguiar de Medeiros, C. (2018). CHINESE INDUSTRIAL POLICY IN THE GEOPOLITICS OF THE INFORMATION AGE: THE CASE OF SEMICONDUCTORS. Revista De Economia Contemporânea, 22(1) . Mali, K. (2023, November 28). Everything you need to Know about Linear Regression! Retrieved from Analytics Vidhya: https://archive.ph/3lk9L#selection-833.4-835.33 Mavroidis, P. C., & Sapir, A. (2021). China and the WTO: Why multilateralism still matters. Princeton University Press. McCaul, M. (2020). Egregious Cases of Chinese Theft of American Intellectual Property. House Foreign Affaris Committee. Miller, C. (2022). Chip War: the fight for the world's most critical technology . Scribner. Ministry of Forieng Affiars Republic of Taiwan. (2024, June 6). Diplomatic Allies. Retrieved from Ministry of Forieng Affiars Republic of Taiwan: https://en.mofa.gov.tw/AlliesIndex.aspx?n=1294&sms=1007 Momoko, K. (2022). Taiwan’s TSMC as a Focal Point of US-China High-Tech Conflict. Asia-Pacific Review, 29(1), 5–12. Naughton, B. (2018). The Chinese Economy: adaptation and growth (Vol. Second Edition ). The MIT Press. Neil, A. (2023, March 29). Doubts grow over Taiwan’s Silicon Shield. Retrieved from Geopolitical Intelligence Service: https://www.gisreportsonline.com/r/china-taiwan-silicon-shield/ OECD. (2014). Exports and imports of goods and services. National Accounts at a Glance 2014. Paris: OECD Publishing. Pascu, L. C. (2015). Geopolitics - A New Framework of Analysis: Global Challenged and Perspectives. SEA Practical Application of Science, 7. Patey, L. (2021). How China loses: the pushback against Chinese global ambitions. New York : Oxford University Press. Rühlig, T. N. (2022). Chinese Approaches to Welfare: The Implementation of WTO Law', China's Foreign Policy Contradictions: Lessons from China's R2P, Hong Kong, and WTO Policy. New York: Oxford Academic. Rana, J., Gutierrez , P., & Oldroyd, J. (2021, June). Quantitative Methods. Global Encyclopedia of Public Administration, Public Policy, and Governance. Reilly, M. (2022, November 3). How Taiwan won the semiconductor race. Retrieved from Engelsberg Ideas: https://engelsbergideas.com/notebook/how-taiwan-won-the-semiconductor-race/ Reuber, P. (2000). Conflict Studies and Critical Geopolitics - Theoretical Concepts and Recent Research in Political Geography . Geojournal , 37-43. Semiconductor Industry Association. (2019). Semiconductors & the Future of the Harmonized System: Perspectives from the U.S. Semiconductor Industry. Washington, DC: Semiconductor Industry Association. Semiconductor Industry Association. (2021, February 26). Chipmakers Are Ramping Up Production to Address Semiconductor Shortage. Here’s Why that Takes Time. Retrieved from Semiconductor Industry Association: https://www.semiconductors.org/chipmakers-are-ramping-up-production-to-address-semiconductor-shortage-heres-why-that-takes-time/#:~:text=Here's%20why%3A%20manufacturing%20a%20finished,more%20time%20%E2%80%93%20around%2024%20weeks. Semiconductor Industry Association. (2021). SIA Whitepaper: Taking Stock of China's Semiconductor Industry. Washington, DC: Semiconductor Industry Association. Shattuck, T. J. (2021). Stuck in the Middle: Taiwan’s Semiconductor Industry, the U.S.-China Tech Fight, and CrossStrait Stability. Foreign Policy Research Institute, 101-117. Stankiewicz, K. (2022, March 23). Intel CEO says semiconductors are like oil — making more in U.S. can avoid global crises. Retrieved from CNBC: https://www.cnbc.com/2022/03/23/intel-ceo-making-semiconductors-in-us-is-more-important-than-oil-reserves.html Taiwan Semiconductor Industry Association. (2024). Overview on Taiwan Semiconductor Industry (2023 Edition). Hsinchu: Taiwan Semiconductor Industry Association. Teece, D. J., & Linden, G. (2023). US Allies, Partners, and Friends. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security. Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. Thadani, A., & Allen, G. C. (2023). Mapping the Semiconductor Supply Chain: The Critical Role of the Indo-Pacific Region. Washington D.C.: CSIS. The People's Republic of China. (2022). The Taiwan Question and China's Reunification in the New Era. The Taiwan Affairs Office of the State Council and The State Council Information Office. Trade Atlas. (2022, March 1). Differences Between General Trade System and Special Trade System. Retrieved from Trade Atlas: https://www.tradeatlas.com/en/blog/differences-between-general-trade-system-and-special-trade-system Trade Statistics. (2014). Total Imports/Total Exports. Retrieved from CPT: https://portal.sw.nat.gov.tw/APGA/GA30E Trump accuses China of 'raping' US with unfair trade policy. (2016, May 2). Retrieved from BBC: https://www.bbc.com/news/election-us-2016-36185012 Tung, C.-Y. (2023). Taiwan and the Global Semiconductor Supply Chain. Singapore: Taipei Representative Office in Singapore. Wang, C., & Zhou, W. (2022). A Political Anatomy of China’s Compliance in WTO Disputes. Journal of Contemporary China. Wang, C.-J. (2024, June 28). Chinese companies have found loopholes allowing them access to technologies the Biden administration has tried to fence off. Retrieved from The Diplomat: https://thediplomat.com/2024/06/4-ways-china-gets-around-us-ai-chip-restrictions/ Welch, J., Leonard, J., Cousin, M., DiPippo, G., & Orlik, T. (2024, January 9). Xi, Biden and the $10 Trillion Cost of War Over Taiwan. Retrieved from Bloomburg : https://archive.ph/GfIAC#selection-1445.0-1445.54 Wigell, M., & VIhma, A. (2016). Geopolitics versus geoeconomics: the case of Russia's geostrategy and its effects on the EU. International Affairs, 605-627. Winkler, S. C. (2023). Strategic Competition and US–China Relations: A Conceptual Analysis. The Chinese Journal of International Politics, 333–356. Wong, H.-S., & Plummer, J. (2023). Implications of Technology Trends in the Semiconductor Industry. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security (pp. 51-86). Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. World Bank Group. (n.d.). Difference-in-Differences. Retrieved from The World Bank: https://dimewiki.worldbank.org/Difference-in-Differences#:~:text=The%20difference%2Din%2Ddifferences%20method,useful%20tool%20for%20data%20analysis. Yeung, H.-c., Huang, S., & Xing, Y. (2023). From Fabless to Fabs Everywhere? Semiconductor Global Value Chains in Transition. World Trade Organization. Yoon, J. (2023). Supply Chain Security in the Age of Techno-Geopolitics: ‘Fab 4’ Case in the Semiconductor Industry. The Korean Journal of International Studies, 21(1), 27–60. Zhang, Y., & Zhu, X. (2023). Analysis of the global trade network of the chip industry chain: Does the U.S.-China tech war matter. Heliyon. Zhao, S. (2019). Engagement on the Defensive: From the Mismatched Grand Bargain to the Emerging US–China Rivalr. Journal of Contemporary China. 描述 碩士
國立政治大學
亞太研究英語碩士學位學程(IMAS)
111926025資料來源 http://thesis.lib.nccu.edu.tw/record/#G0111926025 資料類型 thesis dc.contributor.advisor 王信實 zh_TW dc.contributor.advisor Shinn-Shyr Wang en_US dc.contributor.author (作者) 艾麗蓉 zh_TW dc.contributor.author (作者) Eliza Felos en_US dc.creator (作者) 艾麗蓉 zh_TW dc.creator (作者) Felos, Eliza en_US dc.date (日期) 2024 en_US dc.date.accessioned 4-九月-2024 15:20:50 (UTC+8) - dc.date.available 4-九月-2024 15:20:50 (UTC+8) - dc.date.issued (上傳時間) 4-九月-2024 15:20:50 (UTC+8) - dc.identifier (其他 識別碼) G0111926025 en_US dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/153470 - dc.description (描述) 碩士 zh_TW dc.description (描述) 國立政治大學 zh_TW dc.description (描述) 亞太研究英語碩士學位學程(IMAS) zh_TW dc.description (描述) 111926025 zh_TW dc.description.abstract (摘要) 隨著技術對國家經濟和軍事安全的重要性日益增加，對這些關鍵技術的競爭也在加劇。這一現象在美國和中國之間的半導體競爭中尤為明顯。然而，由於行業特性及全球化經濟，這種衝突並不僅限於這兩個國家。在集成電路單元（IC單元）領域，台灣受衝突影響最大，因為它是世界上最大的先進IC單元生產國之一。台灣在技術和知識產權上嚴重依賴美國，同時也將大部分IC單元出口到中國。這項研究旨在確定台灣出口到中國的IC單元受影響的程度和方向。基於差異性回歸分析，結果顯示自美國對中國公司華為實施首項出口控制以來，台灣對中國的IC單元出口有所增加。雖然本文的初始假設未得到支持，但結果提供了對美國出口控制在短期內可能影響台灣的另一種觀點，並指出未來研究需要關注的方向。 zh_TW dc.description.abstract (摘要) As technology becomes increasingly important to country’s economic and military security, the competition for access to these key technologies grows. No where is it more obvious in than between the United States and China over semiconductors. However, due to the nature of the industry and the globalized economy, the conflict is not isolated to these countries alone. In the area of integrated circuit units, or IC units, Taiwan is the most affected by the conflict, as it is one of the largest producers of advanced IC units in the world. Taiwan heavily relies on the US for technology and IP access, and also exports most of its IC unit to China. This research set out to determine to what degree and direction Taiwan’s IC units exported to China was affected. Based on a difference in difference regression analysis, it was determined that in terms of IC units there was an increase in exports to China from Taiwan since the first US export control on the Chinese company Huawei was implemented. While the initial hypothesis of this paper was not supported, the results present an alternative viewpoint into the way the US export controls may be affecting Taiwan in the short term and where research may need to focus on in the future. en_US dc.description.tableofcontents Table of Contents Table of Figures VI Table of Tables VIII Table of Equations IX Chapter 1: Introduction 9 1.1. Overview 10 1.2. Objectives and Structure 12 1.3. Motivation 13 1.4. Gap in Existing Literature 14 Chapter 2: Historical Background 15 2.1. The Conflict in the Taiwan Strait 16 2.2. US and China: Friends to Competitors 18 Chapter 3: Literature Review 21 3.1. Theoretical Framework of Techno-geopolitics 21 3.1.1. Geopolitics 21 3.1.2. Geoeconomics 22 3.1.3. Technological Sovereignty 23 3.1.4. Techno-geopolitics 24 3.2. Semiconductor Supply Chain 25 3.3. Taiwan’s Semiconductor Development 32 3.3.1. TSMC 33 3.4. Technology War 34 3.4.1. China Strategic Maneuvers 35 3.4.2. US Strategic Maneuvers 38 3.4.3. The Effects on Taiwan 40 Chapter 4: Methodology 42 4.1. Research Design 43 4.2. Operationalization 45 4.3. Data Collection 47 4.4. Hypothesis 49 Chapter 5: Results 50 5.1. Difference in Difference Regression Model 50 5.1.1. Modular Significance 51 5.1.2. Directional Relationship 52 5.2. Tables and Graphs 53 5.3. Additional Findings 54 5.4. Summary of Key Findings 54 Chapter 6: Discussion 55 6.1. Initial Hypothesis 55 6.2. New Theories 57 6.2.1. Chinese Firm’s Stockpiling 57 6.2.2. Lack of Compliance 58 6.2.3. China’s Technological Lag 59 6.2.4. Alternative Theories 61 6.3. Results in the lens of Techno-Geopolitics 61 6.4. Implications for Taiwan 62 6.5. Implications for the Silicone Triangle 64 6.6. Limitations 66 Chapter 7: Conclusion 68 7.1. Drawbacks & Future Considerations 68 7.2. Final Thoughts 69 References 71 zh_TW dc.format.extent 1619592 bytes - dc.format.mimetype application/pdf - dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0111926025 en_US dc.subject (關鍵詞) 台灣 zh_TW dc.subject (關鍵詞) 積體電路 zh_TW dc.subject (關鍵詞) 中國 zh_TW dc.subject (關鍵詞) 美國 zh_TW dc.subject (關鍵詞) 出口管制 zh_TW dc.subject (關鍵詞) 科技戰下 zh_TW dc.subject (關鍵詞) Taiwan en_US dc.subject (關鍵詞) Semiconductors en_US dc.subject (關鍵詞) China en_US dc.subject (關鍵詞) The United States en_US dc.subject (關鍵詞) Technology War en_US dc.subject (關鍵詞) Export Controls en_US dc.title (題名) 夾在兩個巨人之間: 中美科技戰下台灣半導體與中國的貿易 zh_TW dc.title (題名) In Between Two Giants: Taiwan's Semiconductor Trade with China Amid the U.S.-China Technology War en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) About Trade Statistics. (n.d.). Retrieved from CPT SIngle Window : https://portal.sw.nat.gov.tw/APGA/GA32E Allen, G. C. (2023). In Chip Race, China Gives Huawei the Steering Wheel. Center for Strategic & International Studies. Ash, R., & Greene, J. M. (2007). Introduction. In Taiwan in the 21st century : Aspects and limitations of a development model. Bajpai, P. (2021, October 1). An Overview of the Top 5 Semiconductor Foundry Companies. Retrieved from Nasdaq: https://www.nasdaq.com/articles/an-overview-of-the-top-5-semiconductor-foundry-companies-2021-10-01 Barboza, D. (2006, May 15). In a Scientist's Fall, China Feels Robbed of Glory. Retrieved from New York Times: https://archive.ph/iVvPk Bekkers , E., & Schroeter, S. (2020). An Economic Analysis of the US-China Trade Conflict. Economic Research and Statistics Division. World Trade Organization . Bitzinger, R. A. (2021). China’s Shift from Civil-Military Integration to Military-Civil Fusion. Asian Policy , 5-24. Bogusz, M. (2023). The silicon shield Taiwan amid the superpowers’ rivalry . Warsaw: OSW Studies. Brown , G. C., & Lewis, B. (2024). Taiwan ADIZ Violations. Retrieved from PLATracker, Taiwan ADIZ Violations Tracker: https://docs.google.com/spreadsheets/d/1qbfYF0VgDBJoFZN5elpZwNTiKZ4nvCUcs5a7oYwm52g/edit#gid=2051027998 Bureau of Industry and Security. (2020, May 15). Commerce Addresses Huawei’s Efforts to Undermine Entity List, Restricts Products Designed and Produced with U.S. Technologies. Retrieved from US Department of Commerce: https://2017-2021.commerce.gov/news/press-releases/2020/05/commerce-addresses-huaweis-efforts-undermine-entity-list-restricts.html Cambell, C. (2021, October 1). Inside the Taiwan Firm That Makes the World’s Tech Run. Retrieved from Time: https://time.com/6102879/semiconductor-chip-shortage-tsmc/ Chafetz, G. (2023). How China’s Political System Discourages Innovation and Encourages IP Theft. The SAIS Review of International Affairs. Chan, E. (2023, December 6). How Much Do EUV Machines Cost? Retrieved from Gadgetmates: https://gadgetmates.com/how-much-do-euv-machines-cost#:~:text=EUV%20machines%20cost%20between%20%24120,the%20advanced%20technology%20they%20embody Danielsson, L. (2023). United States, Taiwan, and Semiconductors: A Critical Supply Chain Partnership . Arlington : The Project 2049 Institute & US-Taiwan Business Council . Diamond , L., Ellis Jr, J., & Schell, O. (2023). Introduction; Washington, Taipei, and Beijing— The Silicon Triangle. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security. Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. Edler, J., Blind, K., Kroll, H., & Schubert, T. (2023). Technology sovereignty as an emerging frame for innovation policy. Defining rationales, ends and means,. Research Policy. Election Study Center. (2024). Taiwanese / Chinese Identity(1992/06~2023/12). Taipei: National Chengchi University. Electronics Explosion. (1967, March 01). Retrieved from Taiwan Review : https://taiwanreview.nat.gov.tw/news.php?unit=8&post=13822&unitname=Economics-Taiwan-Review&postname=Electronics-Explosion Ezell, S. (2021). False Promises II: The Continuing Gap Between China’s WTO Commitments and Its Practices. Information Technology and Innovation Foundation. FAQ BACI. (2024). Retrieved from CEPII: http://www.cepii.fr/DATA_DOWNLOAD/baci/doc/FAQ_BACI.html#7_Is_there_data_for_Taiwan Finnish Institute of International Affairs (FIIA). (2024). Geo-economics. Retrieved from World Economic Forum: https://intelligence.weforum.org/topics/a1Gb0000000LHOoEAO Foreign Trade Online. (n.d.). Harmonized System Codes (HS Code 2017 - Current). Retrieved from Foreign Trade Online: https://www.foreign-trade.com/reference/hscode.htm?cat=13 Freedom in the World 2024; Taiwan. (2024). Retrieved from Freedom House: https://freedomhouse.org/country/taiwan/freedom-world/2024 Fuller, D. B. (2021). China’s Counter-Strategy to American Export Controls in Integrated Circuits. China Leadership Monitor(67), 15 pages. Fuller, D. B. (2022). Weaponizing Interdependence & Global Value Chains: US Export Controls on Huawei. American Political Science Association pre-prints, 31 pages. Fuller, D. B. (2023). Export Controls Effectively Constrain China's Advance in Microchip Production. Dansk Center for Internationale Studier og Menneskerettigheder. DIIS Policy Brief . Goodman, P. S., & Chokshi, N. (2021, June 1). How the World Ran Out of Everything. Retrieved from New York Times: https://archive.ph/iPiMA#selection-459.0-459.35 Group, W. B. (2022). World Development Report 2022. Washington, D.C.: World Bank Publications . Harmonized System (HS) Codes. (n.d.). Retrieved from U.S. Department of Commerce International Trade Admissions: https://www.trade.gov/harmonized-system-hs-codes He, A. (2021). Case Study: From Paper Tiger to Real Tiger? The Development of China’s Semiconductor Industry. China’s Techno-Industrial Development: A Case Study of the Semiconductor Industry, 14–24. Hong, I. (2021, March 3). China Gives Up On $20bn Wuhan Chipmaking Fiasco. Retrieved from Asia Financial : https://www.asiafinancial.com/china-gives-up-on-20bn-wuhan-chipmaking-fiasco Ji, K., Nauta, L., & Powell, J. (2023, June 14). Mapping Global Supply Chains – The Case of Semiconductors. Retrieved from RaboBank: https://www.rabobank.nl/kennis/linkto/d011371771-mapping-global-supply-chains-the-case-of-semiconductors Kastner, S. L. (2022). War and Peace in the Taiwan Strait. New York : Colulmbia University Press. Lebow, D., & Peneva, E. (2024, January 19). Inflation Perceptions During the Covid Pandemic and Recovery. Retrieved from Federal Reserve: https://www.federalreserve.gov/econres/notes/feds-notes/inflation-perceptions-during-the-covid-pandemic-and-recovery-20240119.html Lee, J.-A. (2020). Forced Technology Transfer in the Case of China. Boston University Journal of Science & Technology Law, 26(2), 324-352. Long, G. (2022). Twenty Years Since China’s WTO Accession: Looking Back and Forward. Budapest: China-CEE Institute . Lu, X., & White , H. (2014). Robustness checks and robustness tests in applied economics. Journal of Economics, 194-206. Majerowicz, E., & Aguiar de Medeiros, C. (2018). CHINESE INDUSTRIAL POLICY IN THE GEOPOLITICS OF THE INFORMATION AGE: THE CASE OF SEMICONDUCTORS. Revista De Economia Contemporânea, 22(1) . Mali, K. (2023, November 28). Everything you need to Know about Linear Regression! Retrieved from Analytics Vidhya: https://archive.ph/3lk9L#selection-833.4-835.33 Mavroidis, P. C., & Sapir, A. (2021). China and the WTO: Why multilateralism still matters. Princeton University Press. McCaul, M. (2020). Egregious Cases of Chinese Theft of American Intellectual Property. House Foreign Affaris Committee. Miller, C. (2022). Chip War: the fight for the world's most critical technology . Scribner. Ministry of Forieng Affiars Republic of Taiwan. (2024, June 6). Diplomatic Allies. Retrieved from Ministry of Forieng Affiars Republic of Taiwan: https://en.mofa.gov.tw/AlliesIndex.aspx?n=1294&sms=1007 Momoko, K. (2022). Taiwan’s TSMC as a Focal Point of US-China High-Tech Conflict. Asia-Pacific Review, 29(1), 5–12. Naughton, B. (2018). The Chinese Economy: adaptation and growth (Vol. Second Edition ). The MIT Press. Neil, A. (2023, March 29). Doubts grow over Taiwan’s Silicon Shield. Retrieved from Geopolitical Intelligence Service: https://www.gisreportsonline.com/r/china-taiwan-silicon-shield/ OECD. (2014). Exports and imports of goods and services. National Accounts at a Glance 2014. Paris: OECD Publishing. Pascu, L. C. (2015). Geopolitics - A New Framework of Analysis: Global Challenged and Perspectives. SEA Practical Application of Science, 7. Patey, L. (2021). How China loses: the pushback against Chinese global ambitions. New York : Oxford University Press. Rühlig, T. N. (2022). Chinese Approaches to Welfare: The Implementation of WTO Law', China's Foreign Policy Contradictions: Lessons from China's R2P, Hong Kong, and WTO Policy. New York: Oxford Academic. Rana, J., Gutierrez , P., & Oldroyd, J. (2021, June). Quantitative Methods. Global Encyclopedia of Public Administration, Public Policy, and Governance. Reilly, M. (2022, November 3). How Taiwan won the semiconductor race. Retrieved from Engelsberg Ideas: https://engelsbergideas.com/notebook/how-taiwan-won-the-semiconductor-race/ Reuber, P. (2000). Conflict Studies and Critical Geopolitics - Theoretical Concepts and Recent Research in Political Geography . Geojournal , 37-43. Semiconductor Industry Association. (2019). Semiconductors & the Future of the Harmonized System: Perspectives from the U.S. Semiconductor Industry. Washington, DC: Semiconductor Industry Association. Semiconductor Industry Association. (2021, February 26). Chipmakers Are Ramping Up Production to Address Semiconductor Shortage. Here’s Why that Takes Time. Retrieved from Semiconductor Industry Association: https://www.semiconductors.org/chipmakers-are-ramping-up-production-to-address-semiconductor-shortage-heres-why-that-takes-time/#:~:text=Here's%20why%3A%20manufacturing%20a%20finished,more%20time%20%E2%80%93%20around%2024%20weeks. Semiconductor Industry Association. (2021). SIA Whitepaper: Taking Stock of China's Semiconductor Industry. Washington, DC: Semiconductor Industry Association. Shattuck, T. J. (2021). Stuck in the Middle: Taiwan’s Semiconductor Industry, the U.S.-China Tech Fight, and CrossStrait Stability. Foreign Policy Research Institute, 101-117. Stankiewicz, K. (2022, March 23). Intel CEO says semiconductors are like oil — making more in U.S. can avoid global crises. Retrieved from CNBC: https://www.cnbc.com/2022/03/23/intel-ceo-making-semiconductors-in-us-is-more-important-than-oil-reserves.html Taiwan Semiconductor Industry Association. (2024). Overview on Taiwan Semiconductor Industry (2023 Edition). Hsinchu: Taiwan Semiconductor Industry Association. Teece, D. J., & Linden, G. (2023). US Allies, Partners, and Friends. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security. Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. Thadani, A., & Allen, G. C. (2023). Mapping the Semiconductor Supply Chain: The Critical Role of the Indo-Pacific Region. Washington D.C.: CSIS. The People's Republic of China. (2022). The Taiwan Question and China's Reunification in the New Era. The Taiwan Affairs Office of the State Council and The State Council Information Office. Trade Atlas. (2022, March 1). Differences Between General Trade System and Special Trade System. Retrieved from Trade Atlas: https://www.tradeatlas.com/en/blog/differences-between-general-trade-system-and-special-trade-system Trade Statistics. (2014). Total Imports/Total Exports. Retrieved from CPT: https://portal.sw.nat.gov.tw/APGA/GA30E Trump accuses China of 'raping' US with unfair trade policy. (2016, May 2). Retrieved from BBC: https://www.bbc.com/news/election-us-2016-36185012 Tung, C.-Y. (2023). Taiwan and the Global Semiconductor Supply Chain. Singapore: Taipei Representative Office in Singapore. Wang, C., & Zhou, W. (2022). A Political Anatomy of China’s Compliance in WTO Disputes. Journal of Contemporary China. Wang, C.-J. (2024, June 28). Chinese companies have found loopholes allowing them access to technologies the Biden administration has tried to fence off. Retrieved from The Diplomat: https://thediplomat.com/2024/06/4-ways-china-gets-around-us-ai-chip-restrictions/ Welch, J., Leonard, J., Cousin, M., DiPippo, G., & Orlik, T. (2024, January 9). Xi, Biden and the $10 Trillion Cost of War Over Taiwan. Retrieved from Bloomburg : https://archive.ph/GfIAC#selection-1445.0-1445.54 Wigell, M., & VIhma, A. (2016). Geopolitics versus geoeconomics: the case of Russia's geostrategy and its effects on the EU. International Affairs, 605-627. Winkler, S. C. (2023). Strategic Competition and US–China Relations: A Conceptual Analysis. The Chinese Journal of International Politics, 333–356. Wong, H.-S., & Plummer, J. (2023). Implications of Technology Trends in the Semiconductor Industry. In Silicon Triangle; The United States, Taiwan, China and Global Semiconductor Security (pp. 51-86). Stanford: Hoover Institute & Asia Society Center on U.S.-China Relations. World Bank Group. (n.d.). Difference-in-Differences. Retrieved from The World Bank: https://dimewiki.worldbank.org/Difference-in-Differences#:~:text=The%20difference%2Din%2Ddifferences%20method,useful%20tool%20for%20data%20analysis. Yeung, H.-c., Huang, S., & Xing, Y. (2023). From Fabless to Fabs Everywhere? Semiconductor Global Value Chains in Transition. World Trade Organization. Yoon, J. (2023). Supply Chain Security in the Age of Techno-Geopolitics: ‘Fab 4’ Case in the Semiconductor Industry. The Korean Journal of International Studies, 21(1), 27–60. Zhang, Y., & Zhu, X. (2023). Analysis of the global trade network of the chip industry chain: Does the U.S.-China tech war matter. Heliyon. Zhao, S. (2019). Engagement on the Defensive: From the Mismatched Grand Bargain to the Emerging US–China Rivalr. Journal of Contemporary China. zh_TW
