Political Economist.
Doha, Qatar/Seoul, South Korea
Joined January 2010
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New podcast with @IPRI_Pak
IPRI Podcasts|
Chokepoints in the Tech War: Who Controls the Chips?
Semiconductors are at the heart of the modern economy, powering everything from smartphones and electric vehicles to artificial intelligence, advanced weapons, and critical infrastructure.
The global semiconductor industry is deeply interconnected, with critical chokepoints spread across different countries. From chip design and advanced manufacturing to semiconductor equipment, materials, and supply chains, control over a few key technologies can have enormous geopolitical consequences.
Join Policy Advocacy Specialist, @JavairyahAatif and Senior Research Affiliate, Singapore Management University, Dr @junepark to learn who actually controls the technology behind these tiny yet strategically vital components?
#Tech #GlobalChokepoints #AI #Chips #SemiConductors
youtube.com/watch?v=v9-qXtnZβ¦
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NEW: Visit the "Strait of Hormuz Trade Tracker" to monitor shipments of key commodities - crude oil, natural gas, fertilizer and agricultural products - through the Strait. Explore the WTO-AXSMarine dashboard here: datalab.wto.org/Strait-of-Hoβ¦
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IPRI Podcasts|
Chips, Cloud & the Coming Tech Rules of the World
Who will write the tech rules of tomorrow? From semiconductor dominance to cloud warfare and AI governance, the global struggle for technological supremacy is already reshaping geopolitics. The race for chips, data centers, and computing power is no longer just a tech competition β itβs a battle over national security, economic power, and global influence.
In this episode, Policy Advocacy Specialist, @JavairyahAatif & Visiting Fellow Governance & Development Program, Middle East Council on Global Affairs, Dr. @junepark
πΉ How semiconductor chokepoints are redefining global alliances
πΉ Why cloud infrastructure is becoming the new βgeopolitical battlegroundβ
πΉ The rise of AI power blocs and digital sovereignty πΉ U.S.βChina tech rivalry and the future of global standards
πΉ What the next decade of tech governance will look like
As chips get smarter, clouds get bigger, and AI gets faster β the nations controlling these systems will shape the worldβs next political and economic order.
#DataCenters #Geopolitics #NationalSecurity
youtube.com/watch?v=e98ntQfjβ¦
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Dr June Park #MargallaDialogue25
one country alone cannot satisfy the needs for establishing sovereign AI. South Korea is heavily dependent on exporting chips but ours is a focus on foundry and yet to be on design and other elements.
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#MD25|
Visiting Fellow, Governance & Development Program, Middle East Council on Global Affairs, Dr. @junepark is coming to the #MargallaDialogue2025 on November 11th & 12th, at the Marriott Hotel, Islamabad!
#IPRI
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He criticized Iranian opposition figures for failing to unite against the Islamic Republic.
"Unfortunately, much of their thinking is similar to the Islamic Republic's," he said. "Democracy doesn't mean you can speak and have freedom of speech only as long as you agree with me - otherwise you must be silent." #Iran
iranwire.com/en/features/145β¦
My latest
Issue Brief: "EVs and Batteries in the Gulf: Industrial Policy amid Tariff Wars and the Battle for Market Access" by @junepark
This issue brief examines the relationship between a) industrial policies (focusing on EVs) that entail subsidies and tax exemptions for growth in China, b) overcapacity issues concerning EVs, and c) the subsequent subsidies and tariffs on Chinese EVs by the US and Europe. Analyzing the intersection of these issues sheds light on the factors that have led Chinese automakers to proactively pursue market access in the Gulf.
Read the full issue brief: mecouncil.org/publication/evβ¦
Arabic Version: rb.gy/ie220a
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Worst case scenario for the global dollar...
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Let's go to the last part of the Miran's paper, which is currencies (Chapter 4 & 5).
Remember that his articulation of all the ills of the US trade imbalance is about the USD as a reserve currency & also the security support the US has to do (two burdens) that has grown, dwarfing the US economy RELATIVE size.
So let's talk about it. But before we even talk about, we have to go through a bit of economics history, if that is okay with you. We'll keep it pretty brief.
Okay, let's talk about Trump end game. To do that, let's read Stephen Miran's "A User's Guide to Restructuring the Global Trading System" together.
Note that there's a disclaimer that this is not a policy advocacy but catalog of tools available for them to "reshape the global trading system."
hudsonbaycapital.com/documenβ¦
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#US President Donald Trump responds to criticism over his increasing closeness to #Russia on Ukraine, saying the United States should worry βlessβ about Vladimir Putin.
ara.tv/a2cye
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People seem to really love this chart I made showing China's overlapping tech-industrial ecosystems. In my High Capacity piece, I pointed out two trends:
1. Chinese firms are expanding across these different domains
2. These tech-industrial ecosystems themselves are converging
In case you missed it, here's the piece again:
high-capacity.com/p/chinas-oβ¦
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Huawei CEO Ren Zhengfei
"Our previous worries about lack of core technology have eased, I firmly believe that a greater China will rise faster"
"China's advanced semiconductor manufacturing process can produce chips equivalent to 5.5nm, but TSMC and Samsung have already achieved mass production of 3nm process, leading by at least one generation.β β at San Francisco, CA
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China called on the US to stop politicizing and weaponizing economic and trade issues, as Washington tries to limit overseas investments by Beijing in line with President Donald Trumpβs βAmerica Firstβ policy. trib.al/SCTHBv2
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Taiwan's ASE to invest $200m in 'square' AI chip packaging tech s.nikkei.com/3X2WQiw
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Do tech export controls cause China to more strongly and successfully pursue developing domestic alternatives? At a minimum, itβs obvious that export controls are neither a necessary nor a sufficient condition. Here is a a tiny subset of the long list of industries where U.S./Allied firms used to lead but China now dominates. In each case, no one ever applied export controls against China.
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About five years after China began a crackdown on itβs most powerful private business owners, the nationβs billionaire tech entrepreneurs are suddenly back in vogue trib.al/SYlfx9s
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DeepSeekβs breakthrough in artificial intelligence is helping drive a rotation of stock funds back into China from India trib.al/uhoiQ3F
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The Trump Administration may not support Intel fabs being run by a foreign entity, Reuters reports, in response to an earlier story by Bloomberg that said TSMC execs met with White House officials and had been asked to take a controlling stake in Intelβs fabs as part of a chip manufacturing joint venture aimed at increasing the amount of advanced chips made in the USA. 1/5 $TSM $INTC #semiconductors #semiconductor reuters.com/technology/tsmc-β¦
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Some thoughts the region in the coming year. ME Outlook 2025: Shifting Security Dynamics in the Gulf β NUS β Middle East Institute β¦@MEI_NUSβ© β¦@juneparkβ© β¦@GUQatarβ© β¦@guqdeanβ© β¦@SmallStates_GUQβ© mei.nus.edu.sg/mei_media/me-β¦