Strait Forward Podcast Por Special Competitive Studies Project - SCSP arte de portada

Strait Forward

Strait Forward

De: Special Competitive Studies Project - SCSP
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SCSP’s Channing Lee and Libby Lange take a deep-dive into Taiwan, the island at the forefront of technological innovation and the global fight for democracy. Hear Taiwanese experts discuss geopolitics, technology, and culture.2025, Strait Forward, Special Competitive Studies Project Ciencia Política Política y Gobierno
Episodios
  • Episode 10 - Taiwan's Digital Diplomacy

    Episode 10 - Taiwan's Digital Diplomacy
    Jun 30 2025

    In this week’s episode of Strait Forward, filmed at our recent AI+ Expo, Channing Lee and Libby Lange speak with Chiayo Kuo, Founder of the Taiwan Digital Diplomacy Association. She shares her experiences conducting diplomacy in cyberspace and her vision for the future of AI-enabled diplomacy.

    Strait Forward is a podcast by the Special Competitive Studies Project.

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    24 m
  • Episode 9 - Economic Security

    Episode 9 - Economic Security
    Jun 16 2025
    On this episode of Strait Forward, hosts Channing Lee and Libby Lange unpack how economic security is reshaping national security, detailing the measures the United States has adopted—from investment reviews to export controls—to protect its innovation edge.The episode features an insightful discussion with Jeremy Chih-Cheng Chang, CEO of the Research Institute for Democracy, Society, and Emerging Technology (DSET). Jeremy details Taiwan's longstanding experience with economic statecraft vis-à-vis China, including its pioneering outbound investment screening framework and its strategic "N-1" principle for technology flows. He also shares Taiwan's efforts to cultivate secure, trusted supply chains for key technologies like drones, advocating for deeper U.S.-Taiwan collaboration to counter geopolitical threats and maintain global technological leadership.What is Economic Security? (00:24 - 01:07)Hosts Channing Lee and Libby Lange open the episode discussing their observations from the AI+ Expo about the increasing prevalence of economic security in national security conversations.U.S. Economic Security Tools (01:07 - 03:39)The hosts detail the steps taken by the United States to prioritize economic security. This includes the enhanced capabilities of CFIUS through FIRRMA (2018) to review investments in critical technologies and infrastructure, as well as efforts to restrict outbound investment that could fund the Chinese military. They also touch on export controls on advanced AI chips by consecutive U.S. administrations.The Critical Role of Allies and Partners (03:39 - 04:18)The conversation highlights that the US cannot unilaterally enforce economic security in a global economy. The hosts cite the collaborative restriction on exporting high-capacity lithography machines to China by the Netherlands, Japan, and the United States as a prime example of effective allied action.Introduction to Jeremy Chang (05:58 - 08:07)The hosts welcome Jeremy Chang, CEO and Director of Economic Security research at DSET (Research Institute for Democracy, Society, and Emerging Technology), Taiwan's premier think tank on national security and technology. Jeremy introduces DSET's mission and its founding context.Taiwan's Unique Economic Relationship with China (10:04 - 12:08)Jeremy explains the complex and evolving economic relationship between Taiwan and China. He describes how it has shifted from a complementary dynamic, where Taiwan helped industrialize China with technology and capital, to one of increasing competition as China aims for manufacturing dominance.Taiwan's Pioneering Economic Security Framework (12:32 - 19:11)Jeremy elaborates on Taiwan's proactive stance on economic security. He notes Taiwan's implementation of an outbound investment screening system in 1993, predating many international counterparts. He also introduces Taiwan's "N-1 principle" for controlling technology flows, ensuring China’s access to Taiwanese innovation is always at least one generation behind.The Future of Taiwan's Semiconductor Industry (19:33 - 23:30)Jeremy discusses the current pressures on Taiwan's semiconductor industry to diversify manufacturing globally. He frames the investment of Taiwanese tech companies abroad, such as TSMC's presence in the US, as a "win-win scenario" that strengthens interdependence and serves the national interests of both the U.S. and Taiwan.Creating "Non-Red Supply Chains" for Strategic Technologies (23:52 - 30:30)DSET advocates for developing supply chains free from Chinese components, particularly for strategic technologies like drones. Jeremy explains the urgency, given China's dominance and "weaponization" of the drone market, and discusses Taiwan's active efforts to build these "non-red" supply chains, including collaborations with Eastern European countries to support countries like Ukraine.Recommendations for U.S.-Taiwan Economic Security Cooperation (30:48 - 35:13)Jeremy offers key policy recommendations for strengthening U.S.-Taiwan cooperation on economic security. He stresses the importance of leveraging Taiwan's unique, on-the-ground intelligence and know-how regarding supply chains and China's industrial activities. Jeremy’s Taiwan Recommendation (35:13 - 37:19)Jeremy recommends DSET's research report: "Walking a Tightrope: Navigating Taiwan-U.S. Semiconductor Security Under Trump 2.0," which can be found on DSET's website at dset.tw/en.Reflections on the Conversation (38:45 - 40:44)Channing and Libby reflect on the importance of economic security to national security and Taiwan's foresight in this area given its relationship with China. They also underscore Taiwan's role as a "center of excellence" for understanding and navigating complex economic security challenges when it comes to China.For Further Reading:https://dset.tw/en/research/taiwan-us-semiconductor-security-under-trump-2-0/https://scsp222.substack.com/p/the-prcs-remote-poaching-model Strait Forward is a podcast by the...
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    41 m
  • Episode 8 - The Birth of Taiwan's Chip Industry

    Episode 8 - The Birth of Taiwan's Chip Industry
    May 27 2025

    In this episode of Strait Forward, hosts Channing Lee and Libby Lange dive deep into the origin story of Taiwan's world-leading semiconductor industry. From the initial "breakfast meeting" that set the course, to the deliberate strategic decisions, government foresight, and the development of crucial "cluster effects" that paved the way, Channing and Libby explore the foundations of Taiwan's chip prowess.

    This episode features Michelle Yun, Corporate Communications Manager at UMC (United Microelectronics Corporation), Taiwan's first semiconductor company established in 1980. Michelle discusses UMC's foundational role in Taiwan's chip ecosystem, its pure-play foundry business model, and how legacy chips power our everyday lives. She also provides an inside look into how Taiwan's tech companies navigate complex geopolitical landscapes as global innovation competition intensifies.

    • Introduction to Michelle Yun (00:05:45:16 - 00:06:20:10): The hosts welcome Michelle Yun, Corporate Communications Manager at UMC, Taiwan's first semiconductor company, to share its founding story.
    • The Birth of Taiwan Semiconductor (00:06:20:12 - 00:09:43:23): Michelle recounts the "breakfast shop" meeting where key officials decided to pivot to semiconductors.
    • Strategic Decisions for Industry Success (00:09:44:02 - 00:14:11:08): Discussion of crucial government decisions, including the founding of ITRI (Industrial Technology Research Institute) and the establishment of the Hsinchu Science Park, and the benefits of industrial clusters.
    • UMC's Business Model and Role (00:14:11:10 - 00:17:18:04): Michelle explains UMC's evolution as a pure-play foundry and its significance in democratizing chip design for fabless companies like Nvidia and Qualcomm.
    • Defining Legacy vs. Leading-Edge Chips (00:17:18:06 - 00:21:20:18): Michelle provides a technical explanation of nanometer definitions and clarifies why legacy chips (e.g., 14nm and larger) remain crucial for various applications despite being older technology.
    • Talent Ecosystem in Taiwan (00:25:41:13 - 00:28:10:14): Michelle explains why semiconductors are a common topic and attractive career path in Taiwan due to industry size, high pay, and global opportunities.
    • Navigating Geopolitical Complexities (00:28:10:16 - 00:31:09:01): Michelle discusses how geopolitical shifts, particularly since COVID-19, have complicated the global semiconductor supply chain and how UMC manages risks.
    • Competition and Expansion Strategies (00:31:09:03 - 00:34:27:10): Discussion on the competitive landscape, including China's investments, and UMC's cautious approach to capacity expansion, citing its Singapore fab and collaboration with Intel.
    • Trusted Partnerships (00:34:27:12 - 00:35:39:22): Channing highlights Vice President Hsiao's emphasis on trusted partnerships as a cornerstone of the U.S.-Taiwan semiconductor relationship.
    • Future of Semiconductors and AI (00:35:40:00 - 00:37:11:13): Michelle discusses how ongoing trends like automation and AI will continue to drive semiconductor growth and innovation.
    • Michelle Yun's Taiwan Recommendation (00:37:11:15 - 00:38:13:18): Michelle recommends trying breakfast soup dumplings in Taiwan, especially from less famous, local spots.
    • Reflections on the Conversation (00:38:46:16 - 00:40:44:21): Channing and Libby reflect on sustained government support and the critical role of relationships (clustering effect, talent ecosystem, people-to-people ties) in Taiwan's semiconductor success.

    Strait Forward is a podcast by the Special Competitive Studies Project.

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    42 m
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