Semiconductors, trade and high-tech cooperation

As critical enablers of economic growth, technological development and national security, semiconductors have become an area of intense competition between states. But the insecurity of semiconductor supply chains exposed during the Covid 19 pandemic, and highlighted since by growing geopolitical tension, is also driving new forms of international cooperation around semiconductor production and supply. What is the balance between these two trends and how is it reflected in global trade relations?
This episode discusses the geopolitics of semiconductor production – including export controls, state subsidies, friend shoring and new multilateral initiatives – and how they are reflected in trade and trade policy. The focus is on two key players in the field: Japan and the USA.

The AIG Global Trade Series 2023 is a series of podcasts analysing the complex interplay of factors shaping the global trade system. The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); the Clingendael Institute (The Netherlands); the Institute of International Economic Law at Georgetown University Law Center (US); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).
https://www.aig.co.uk/landing-pages/aig-global-trade-series