Cooperate or Compete? The Zero-Sum Game of AI Engagement with China
March 26, 2024The United States and China have reportedly reached an agreement to extend the decades-long cooperative framework of the US-China Science and Technology Agreement. That recent move follows Biden [...]
COMAC Comes to Europe: strategic implications of the commercial aerospace battleground
January 11, 2024China co-opted and conquered foreign solar energy and high-speed rail players. Will incumbent aerospace giants fall for the same playbook and spell their own disruption? The question is an existential one, and Western incumbents' survival hinges on weaning off the Chinese market and ceasing cooperation with Chinese players.
The US national innovation base has critical weaknesses. Just look at Starlink.
September 1, 2023To compete with China, the US needs a robust industrial and innovation base, able to withstand attacks on the battlefield and the factory floor. Real American dynamism – and real competitive advantage – stem from credible and sustainable power. Starlink's, and more broadly Elon Musk's, dependence on China underscore the vulnerabilities in current US national defense strategy.
Indium phosphide could be critical to China’s semiconductor ambitions
July 26, 2023Gallium and germanium have stolen the headlines. But indium phosphide warrants attention, too. China is eyeing the compound semiconductor material as an opportunity to shake off dependence on foreign semiconductor technology, and in turn a point of leverage over global semiconductor supply chains.
How Canada Can Take Back Manufacturing
July 11, 2023Canada's manufacturing trade deficit has ballooned in the past four decades. It has an ailing resource sector and a hollowed-out manufacturing base. This essay, adapted from Nigel Southway's new book, "Take Back Manufacturing," proposes a road map for rebuilding Canada's manufacturing sector.
Fireworks, the Fourth, and an Industrial Future
July 2, 2023It’s the Fourth of July, a day to celebrate the United States of America. The US was able to secure that independence, against all odds, in large part because it was able to support itself militarily and economically; because during the Revolutionary War, Washington and Congress doubled down on developing American manufacturing.
