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Semiconductor and ICT Industrial Policy in the US and EU: Geopolitical Threat Responses

Author

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  • Shawn Donnelly

    (Public Administration Section, University of Twente, The Netherlands / Institute of Political Science, Leiden University, The Netherlands)

Abstract

This article analyses chips and critical ICT infrastructure policy in the US and the EU. It examines the increasing importance of Waltian geopolitical security threats on both sides of the Atlantic as a driver of industrial policy, export controls, self-sufficiency, and friendshoring as a replacement for dependence on global supply chains. It shows that threat perceptions are strong and bipartisan in the US, allowing comprehensive, strategic and well-funded industrial policy. Threat perceptions driving chip and 5G industrial policy are also present in the EU’s Economic Security Strategy and related policies. However, differing national preferences dilute a Waltian turn with continued attachment to liberal (global supply chain) approaches to chips and 5G infrastructure and a Waltzian realist stance (capacity-building to build, protect, and promote regardless of security threat) that occupies the middle ground.

Suggested Citation

  • Shawn Donnelly, 2023. "Semiconductor and ICT Industrial Policy in the US and EU: Geopolitical Threat Responses," Politics and Governance, Cogitatio Press, vol. 11(4), pages 129-139.
    • Handle: RePEc:cog:poango:v11:y:2023:i:4:p:129-139
    DOI: 10.17645/pag.v11i4.7031
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    References listed on IDEAS

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    1. Sophie Meunier & Kalypso Nicolaidis, 2019. "The Geopoliticization of European Trade and Investment Policy," Journal of Common Market Studies, Wiley Blackwell, vol. 57(S1), pages 103-113, September.
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    Cited by:

    1. Sidel, John T. & Goh, Evelyn & Yeung, Henry Wai-chung & Ho, Selina & Camba, Alvin, 2026. "Geo-economic contestation over Southeast Asia in the era of Donald Trump and Xi Jinping," LSE Research Online Documents on Economics 138832, London School of Economics and Political Science, LSE Library.

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