Geopolitical Outlook: Industry Impacts of US-China Competition over Taiwan
ABSTRACT
US-China strategic competition in the Asia-Pacific is indelibly linked with the trajectory of the global semiconductor market over the next five years. The future of Taiwan, one of the leading players in the semiconductor industry and a militarily vulnerable nation, is at the epicenter of this competition. By forecasting the most likely scenarios for the US-China-Taiwan trilateral relationship, as well as the feasibility of each country’s bid for technological supremacy, industry leaders can prepare for the changes that have made our world appear so volatile in recent years. Massive shifts in labor flows, state subsidies, intellectual property and cybersecurity risks, and maritime supply chains are all on the table, making geopolitical risk management less of a luxury and more of a business imperative as the world order of the last 75 years changes before our eyes.
BIOGRAPHY
Chase Blazek is an Asia-Pacific Analyst at Stratfor-RANE, where he focuses on the geopolitical impacts of China’s rise on Asia and economic developments in Southeast Asia’s emerging markets. Prior to joining Stratfor, he served with the Foreign Commercial Service
at the U.S. Consulate in Chengdu, China and worked as a Southeast Asia market analyst for the US-ASEAN Business Council. Chase holds a bachelor’s degree in Computer Science from the University of Nebraska-Lincoln and a master’s degree in International Affairs
from the Bush School of Government and Public Service at Texas A&M University. He speaks English and Mandarin Chinese and is keen on using data analytics to explain current events. You can follow him on Twitter at @blazek_chase.