We need to talk about Xi Jinping: G7’s discord over powerful trading partner
Disagreements have opened up about strategy when China is also seen as an existential threat. Western powers in the G7 group of nations are failing to coordinate their China strategies, senior western officials admit, adding that the need to do so has been given sharp impetus by Xi Jinping’s consolidation of power at this month’s Communist party congress.
Meet the woman researching the geopolitics of technology
Alice Pannier is leading a new programme looking at the relationship between technology and geopolitical alliances. Recent events have proven this to be more important than ever.
China’s Mature Node Overcapacity: Unfounded Fears
China is decoupling from, not flooding, the global mature-node semiconductor market. As China increasingly pursues industrial policies encouraging domestic chip production, its own growing chip demand will prevent a direct flood of cheap Chinese chips on foreign shores. However, as Beijing achieves its goal of decreasing the reliance of domestic downstream manufacturers on foreign chips, European and American mature-node semiconductor companies will feel the ripple effects of an increasingly “involuted” Chinese chip ecosystem.
Israel and China, a Test of Loyalty for the United States?
Like the Gulf monarchies, Israel has strengthened its economic cooperation with China since Xi Jinping came to power in 2013, leading to an influx of Chinese capital, whether in Tel Aviv's high-tech sector or in Israel's port infrastructure.
The European Union Industrial Strategy: Reconciling Competition and Geoeconomic Challenges
The EU’s basic assumptions, on which it grounds its economic and trade power, are being steadily cast into doubt. The EU’s main trade partners, the US and China, increasingly set their sights on securing their supply chains, which may further a potential decoupling.
Implications of the Global Supply Chain Reform: A Taiwanese Perspective
How have both the private and public sectors in Taiwan sought to mitigate the challenges posed by the reform agenda for global supply chains (GSCs)?
Qatar and the US-China Rivalry: The Dilemmas of a Gulf Monarchy
Like its neighbors in the Arabian Peninsula, Qatar finds itself increasingly confronted with a difficult dilemma: while its economy is looking to the East, more specifically towards China, the security and stability of the country still depend on the United States.
The China dilemma from Trump to Biden: one consensus and three worldviews
The United States underwent a fundamental transformation in its stance on China during the Trump presidency.
Towards the Second Crusade?
Europeans first grew aware of a possible pandemic exactly one year ago. The wave is here. It has submerged the world, claiming many lives and causing tremendous collateral damage.
Europe in the World: for a Modest and Effective Reform
This sad year ends with a pandemic that continues in full swing over a large part of the planet, especially in the United States and Europe, with no other reassuring prospect than that of one or more vaccines, which is already a lot. But that’s not the subject I want to focus on in this eighth letter, the last one for 2020. Internationally, two other facts have dominated the scene in recent months.
China’s Mature Node Overcapacity: Unfounded Fears
China is decoupling from, not flooding, the global mature-node semiconductor market. As China increasingly pursues industrial policies encouraging domestic chip production, its own growing chip demand will prevent a direct flood of cheap Chinese chips on foreign shores. However, as Beijing achieves its goal of decreasing the reliance of domestic downstream manufacturers on foreign chips, European and American mature-node semiconductor companies will feel the ripple effects of an increasingly “involuted” Chinese chip ecosystem.
The European Union Industrial Strategy: Reconciling Competition and Geoeconomic Challenges
The EU’s basic assumptions, on which it grounds its economic and trade power, are being steadily cast into doubt. The EU’s main trade partners, the US and China, increasingly set their sights on securing their supply chains, which may further a potential decoupling.
Implications of the Global Supply Chain Reform: A Taiwanese Perspective
How have both the private and public sectors in Taiwan sought to mitigate the challenges posed by the reform agenda for global supply chains (GSCs)?
The China dilemma from Trump to Biden: one consensus and three worldviews
The United States underwent a fundamental transformation in its stance on China during the Trump presidency.
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Ifri, a foundation recognized as being of public utility, relies largely on private donors – companies and individuals – to guarantee its sustainability and intellectual independence. Through their funding, donors help maintain the Institute's position among the world's leading think tanks. By benefiting from an internationally recognized network and expertise, donors refine their understanding of geopolitical risk and its consequences on global politics and the economy. In 2024, Ifri will support more than 70 French and foreign companies and organizations.
