Geopolitics and geospatial strategies: the rise of regulatory supply chain controls for semiconductor GPN in Japan, South Korea and Taiwan

Aoyama Yuko (), Song Eunyeong () and Wang Shan-yu ()
Additional contact information
Aoyama Yuko: Graduate School of Geography, 8716 Clark University , Worcester, MA, USA
Song Eunyeong: Graduate School of Geography, 8716 Clark University , Worcester, MA, USA
Wang Shan-yu: Graduate School of Geography, 8716 Clark University , Worcester, MA, USA

ZFW – Advances in Economic Geography, 2024, vol. 68, issue 3-4, 167-181

Abstract: In this article, we present an analysis of how East Asian states (specifically, Japan, South Korea and Taiwan) are adapting to the emerging geopolitical contexts of the ‘great powers competition’ between the United States and China. To the extent that the previous literature on GPN/GVC governance included the state as one of the extra-firm actors, geopolitics has not been explicitly dealt with in its role in shaping GPN/GVC governance. We build on the existing research on GPN/GVC governance and propose a shift in perspective, from one of cost-driven to diplomacy-driven governance. Taking the case of the semiconductor industry, we conduct an analysis of native language sources and examine how regulatory supply chain controls are shaping East Asian industrial and trade policies. Specifically, we focus on how East Asian states are negotiating their dependence on the world’s two largest markets, the United States and China, and developing new policy strategies in order to navigate the dual hegemony. The analysis reveals that, while varying strategies are adopted, multilateral alliances of the states are gaining prominence in GPN/GVC governance. We conclude that a more state-centric analysis of GPN/GVC is in order.

Keywords: role of the state; semiconductor industry; global supply chain; East Asia (search for similar items in EconPapers)
Date: 2024
References: View references in EconPapers View complete reference list from CitEc
Citations:

Downloads: (external link)
https://doi.org/10.1515/zfw-2024-0046 (text/html)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:bpj:zfwige:v:68:y:2024:i:3-4:p:167-181:n:1003

DOI: 10.1515/zfw-2024-0046

Access Statistics for this article

ZFW – Advances in Economic Geography is currently edited by Harald Bathelt and Sebastian Henn

More articles in ZFW – Advances in Economic Geography from De Gruyter
Bibliographic data for series maintained by Peter Golla ().