Supply chains for technology, and those passing through China in particular, were a constant source of political tension during Donald Trump’s presidency. The election of Joe Biden is unlikely to produce an abrupt change in US policy towards China, although we may see some tinkering around the edges. The topic reared its head again this year following bottlenecks in semiconductor supply chains. This research note examines the importance of these technological supply chains in Asia, and their interaction with President Xi’s Made In China 2025 (MIC 2025) policy initiative…
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