China's emerging role in the global semiconductor value chain

Grimes, Seamus; Du, Debin

doi:10.1016/j.telpol.2020.101959

Cited by 47 publications

(32 citation statements)

References 5 publications

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“…The trade regulatory environment of the electronics/IT sector has continued to evolve over the last decade due to increasingly complicated cross-border digital trade (Daza Jaller, Gaillard & Molinuevo, 2020 ). Meanwhile, China’s approach to Internet governance, featured by cyber-nationalism, the dominance of the state (Wu & Gereffi, 2019 ), and its emphasis on indigenous innovation, exemplified in the Made in China 2025 initiative, has raised tensions with foreign governments and multinational enterprises (MNEs) (Grimes & Du, 2020 ). In recent years, the electronics GVC has become vulnerable to trade frictions and disputes over intellectual property rights (IPR)-related intangible assets such as software and algorithms.…”

Section: The Interplay Of Trade Restrictions and Firm Strategies In Tmentioning

confidence: 99%

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Trade policies, firm strategies, and adaptive reconfigurations of global value chains

2021

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The recent U.S.–China trade conflicts cast new light on the role of trade policies in global value chains (GVCs). Contrary to the expectation that trade restrictions lead to the shrinking or disruption of GVCs, our article posits that the unintended consequences of trade policies (both restrictions and trade agreements) are amplified by the prevalence and organizational complexity of GVCs. We anchor our argument in the historical evolution of three classic GVCs – apparel, automobiles, and electronics – from the 1970s to the present. Our framework highlights the dynamic interaction between GVC-oriented trade policies and firm strategies, which often has counterintuitive implications in terms of upgrading outcomes for the countries and companies involved in these GVCs. While trade policies often provide momentum for an adaptive reconfiguration of GVCs, firms’ strategic actions are crucial in modifying the geographic and organizational features of GVCs in ways that support their longevity. Firm strategies can mediate the effect of trade policies on GVC configurations in two ways: (1) firms can accommodate trade restrictions and trade agreements by altering supply and demand locations and by switching supply-chain partners; and (2) firms pursue diverse strategies to upgrade their value chain activities, leveraging the shifting geographies associated with new trade rules.

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Section: The Interplay Of Trade Restrictions and Firm Strategies In Tmentioning

confidence: 99%

“…Against this background, the China–U.S. trade war not only threatens to undermine the Apple-Foxconn model, but also deals a significant blow to Chinese lead firms’ growth prospects (Grimes & Du, 2020 ).…”

Section: The Interplay Of Trade Restrictions and Firm Strategies In Tmentioning

confidence: 99%

Trade policies, firm strategies, and adaptive reconfigurations of global value chains

2021

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“…Another example is the semiconductor and microprocessor sectors. Updated data demonstrate American Intel and South Korean Samsung to be world leaders in the microprocessor and semiconductor markets (Grimes and Du 2020). "With US companies dominating semiconductor design and South Korea dominating memory chip production" (Grimes and Du 2020, 5).…”

Section: -25mentioning

confidence: 99%

“…The new firms look nothing like the old leaders (Borrus, Ernst, and Haggard 2003, 56). Grimes and Du (2020) have reviewed the macrodata of the semiconductor sector and found a leading position in the US high-tech industry:…”

Section: -25mentioning

confidence: 99%

Origem e análise da fragilidade cibernética brasileira

Camera¹,

Beaklini²

2021

Rev. Carta Inter.

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O ex-agente da Agência de Segurança Nacional Edward Snowden revelou evidências da espionagem cibernética dos Estados Unidos. Este artigo estuda algumas correlações ligadas a essas ameaças cibernéticas, e a metodologia envolve uma abordagem qualitativa. Dessa forma, entende-se que houve uma disseminação das TIC norte-americanas durante o século 20, o que criou uma dependência global das tecnologias estadunidenses. O fracasso do Brasil em desenvolver suficientemente seu setorde TIC pode tê-lo tornado vulnerável aos ataques cibernéticos. No entanto, não se pode ter certeza de que tais fatores foram os motivos da vigilância eletrônica promovida pela NSA, visto que correlações não implicam em relações causais.

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“…Silicon-based semiconductors are vital to the integrated circuit industry, valued at $430.8 billion as of 2018. 74 The discovery of graphene in 2004 prompted researchers to search for a stable monolayer of silicon (silicene) to use already installed infrastructure for processing silicon for silicene, an utmost miniaturization. 75 Carbon and silicon share some properties; for example, bulk silicon, which typically exhibits a diamondlike tetrahedral sp 3 -hybridized structure.…”

Section: Silicenementioning

confidence: 99%