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Chip Geopolitics: Will the gray strategy resolve the Sino-American conflict over Taiwan?

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Abstract

ISSN: 2616-583X



























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




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5202320
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

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




GlobalSemiconductor Industry
Supply Chains









1999

DeTar, 1999

Ibid


Chip60
90
(

6










TSMC








5G/6G



CNINNOT, 2022; Allen, 2022
fabs( ”TSMC

TSMC
TSMC




TSMC ”TSMC
2020
7202320

20219

Sony Semiconductor Solutions Corporation
Calabrese, 2022; Kristy Tsun Tzu Hsu, 2022; Suzuki, 2022

TSMCMicrochip fabrication plant
12
20245
Kristy Tsun Tzu Hsu, 2022; Suzuki,
TSMC2022
TSMC

Kristy Tsun Tzu Hsu,TSMC
2022




(. 






Credit Suisse

Yang & Su, 2022(.



8





TSMC

95 
1.73.5
TSMCKristy Tsun Tzu Hsu, 2022(


Momoko, 2022
1987TSMC


TSMC10
Apple Inc

”TSMC


TSMC202212
US Chips32023
Hsu, 2022Act allocations
TSMC

Huawei 
TSMCnolog
Integrated Circuit chips
Momoko, 2022; Swanson, 2023
Huawei
TSMCHuawei
HighSilicon
9202320

Ibid







SMIC





TSMC
HuaweiHuawei
TSMC


TSMC
Kristy Tsun
Tzu Hsu, 2022








10










Richard Nixon, 1967

1971
Richard Nixon, 1971
1972


Lawler &
Mahan, 2010
1979




Taiwan Enabling Act1979
Blackwill & Zelikow, 2021

1979




11 202320


 (
ited
Kristy
Tsun Tzu Hsu, 2022


(




198217






Blackwill & Zelikow,
2021







12





1994


Greenhouse,
1995

1995



1996
Ibid








1998
Three NOs

Christopher, 1996; Broder, 1998
2001




13 202320

Blackwill & Zelikow, 2021
2002
McMillan, 2002

2002


 2003








Taiwan Relations Act

, 2005




Landler, 2011; Lendon, 2020

6620201971
Thiessen, 2020 (


 2017 
al Defense Authorization Act
14


DF-15B تﺎﻔﺻاﻮﻣ
سأر ﻞﻤﺣ ﻰﻠﻋ ردﺎﻗ ﺎﻤﺑر
يوﻮﻧ ﻲﺑﺮﺣ
ناﻮﻳﺎﺗ هﺎﻴﻣ
ﺔﻴﻤﻴﻠﻗﻹا
ﻪﻴﺒﻳﺎﺗ
:15B - ﻎﻨﻔﻐﻧود
ﻲﺘﺴﻴﻟﺎﺑ خورﺎﺻ
ىﺪﻤﻟا ﺮﻴﺼﻗ
قﻼﻃﻹا ﺔﻘﻳﺮﻃ
ﺮﻄﻘﻟا
قﻼﻃﻹا ﺪﻨﻋ نزﻮﻟا
ﻰﺼﻗﻷا ىﺪﻤﻟا
ﺔﻟﻮﻤﺤﻟا
ﻞﻘﻨﺘﻣ/ﻖﻳﺮﻄﻟا ﻰﻠﻋ
ﺮﺘﻣ 1
ﻎﻠﻛ 6200
ﻢﻠﻛ 800
ﻎﻠﻛ 750 - 500
،ﺔﻴﻨﻴﺻ ﺔﻳﺮﻜﺴﻋ تاروﺎﻨﻣ
ﺲﻄﺴﻏأ 7 - 4
ﺔﻴﻨﻴﺼﻟا ﺦﻳراﻮﺼﻟا تارﺎﺴﻣ
ﻮﺴﺗﺎﻣ ةﺮﻳﺰﺟ
(ناﻮﻳﺎﺗ)
ﺎﻣﺎﻳﺎﻳ ةﺮﻳﺰﺟ
(نﺎﺑﺎﻴﻟا)
ﻦﻤﻨﻴﻛ ةﺮﻳﺰﺟ
(ناﻮﻳﺎﺗ)
نﺎﺘﻐﻨﻴﺑ
واﺮﻐﻧﺎﺷ
ﻮﺸﺘﻧﺎﻏ
ﺔﻳدﺎﺼﺘﻗﻻا ﺔﻘﻄﻨﻤﻟا
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اﻮﻬﻨﻴﺟ
رﺎﺘﻣأ 9.1 :لﻮﻄﻟا
ﻦﻴﺼﻟا ﺮﺤﺑ
ﻲﺑﻮﻨﺠﻟا ئدﺎﻬﻟا ﻂﻴﺤﻤﻟا
ﻂﺳوﻷا ﻂﺨﻟا
ناﻮﻳﺎﺗ ﻖﻴﻀﻤﻟ
ﻢﻠﻛ 100
ﻦﻴﺼﻟا
ﺎﻬﺗاروﺎﻨﻣ ﺮﺒﻛأ ﻦﻣ ءﺰﺠﻛ ناﻮﻳﺎﺘﺑ ﺔﻄﻴﺤﻤﻟا هﺎﻴﻤﻟا ﻰﻟإ ﺔﻴﺘﺴﻴﻟﺎﺒﻟا ﻎﻨﻔﻐﻧود ﺦﻳراﻮﺻ ةﺪﻋ ﻦﻴﻜﺑ ﺖﻘﻠﻃأ
ةﺮﻳﺰﺠﻠﻟ ﻲﺳﻮﻠﻴﺑ ﻲﺴﻧﺎﻧ ﻲﻛﺮﻴﻣﻷا باﻮﻨﻟا ﺲﻠﺠﻣ ﺔﺴﻴﺋر ةرﺎﻳز ﺪﻌﺑ ﻚﻟذو ،ﺔﻘﻄﻨﻤﻟا ﻲﻓ ﺔﻳﺮﻜﺴﻌﻟا
ناﻮﻳﺎﺗ قﻮﻓ ﺔﻘﻠﺤﻣ ﺦﻳراﻮﺻ ﻞﺳﺮﺗ ﻦﻴﺼﻟا
ناﻮﻳﺎﺗ
GRAPHIC NEWS زﻮﻴﻧ ﻚﻴﻓاﺮﺟ Japan’s Ministry of Defence, Taiwan’s Ministry of National Defence :رﺪﺼﻤﻟا
15 202320

 2018


the Taiwan Assurance Act 2020

Blackwill & Zelikow, 2021
202123






Ibid 
















16








Lee & Lague & Blanchard, 2020(











(










Chung, 2020
17 202320
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





Lun Tian, 2021



Ibid













1962


Yoshihara & Holmes, 2020


18











 


Ibid




Blackwill & Zelikow, 2021

Kra Isthmus or Thai Canal


 

Ibid






19 202320
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












Hunzeker & Lanoszka, 2018





(
Greer, 2018; Sweeney,2020





 Toshihara and Holmes, 2020; Cancian, 2020; Blackwill &(.
 Zelikow, 2021; Beckley, 2020

Ryukyu



21 202320
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
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





Holmes, 2019






752020
Nachman, 2020
79.7
63Ibid
(.201919.9


2020
22


2.5
Leng, 2020; Hale, 20252023
2022; 
.2020













2021
80
170
20
202565

Republic of China, 2020;
2020; Blackwill & Zelikow, 2021







23 202320

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
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Sunflower 2014
 
ment with China
2016
Bush, 2016
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
Blackwill & Zelikow, 2021(.
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
76.9
85.3
24



 
land Affairs Council, 2020
61

601

68
85
79
35
52
36
0
10
20
30
40
50
60
70
80
90
ﻦﻳﺬﻟا ﻦﻴﻴﻧاﻮﻳﺎﺘﻟا ﺔﺒﺴﻧ
ىﻮﻗأ ﺔﻴﺳﺎﻴﺳ تﺎﻗﻼﻋ نﻮﻤﻋﺪﻳ
ﻦﻳﺬﻟا ﻦﻴﻴﻧاﻮﻳﺎﺘﻟا ﺔﺒﺴﻧ
ىﻮﻗأ ﺔﻳدﺎﺼﺘﻗا تﺎﻗﻼﻋ نﻮﻤﻋﺪﻳ
ﺔﻴﺳﺎﻴﺴﻟا تﺎﻗﻼﻌﻟا ﺰﻳﺰﻌﺗ ﻲﻓ ﺔﺻﺎﺧ ،ﻦﻴﺼﻟﺎﺑ ﺔﻧرﺎﻘﻣ ةﺪﺤﺘﻤﻟا تﺎﻳﻻﻮﻟا ﻮﺤﻧ ﻦﻴﻴﻧاﻮﻳﺎﺘﻠﻟ ﺔﻴﺑﺎﺠﻳإ تﺎﻫﺎﺠﺗا كﺎﻨﻫ
ﻦﻳﺬﻟا ﻦﻴﻴﻧاﻮﻳﺎﺘﻟا ﺔﺒﺴﻧ
ﺪﻳﺆﻣ هﺎﺠﺗا ﻢﻬﻳﺪﻟ
ﻦﻴﺼﻟاةﺪﺤﺘﻤﻟا تﺎﻳﻻﻮﻟا
ﺔﻴﻜﻳﺮﻣﻷا ةﺪﺤﺘﻤﻟا تﺎﻳﻻﻮﻟاو ﻦﻴﺼﻟا ﻮﺤﻧ ﻦﻴﻴﻧاﻮﻳﺎﺘﻟا تﺎﻫﺎﺠﺗا
73.4

85
 & Huang, 2020



Ibid
25 202320

53.260











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
20216


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
1










.
26


ئدﺎﻬﻟا ﻂﻴﺤﻤﻟاو ﺎﻴﺳآ ﻲﻓ ﺔﻳﺮﻜﺴﻌﻟا ىﻮﻘﻠﻟ ﺔﻧرﺎﻘﻣ
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نﺎﺑﺎﻴﻟا
247.000
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169.000 :ناﻮﻳﺎﺗ
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ﺔﻘﻄﻨﻣ ﻲﻓ ةﺪﺤﺘﻤﻟا تﺎﻳﻻﻮﻟا ءﺎﻔﻠﺤﻟ ﻞﻤﺘﺤﻤﻟا ﻦﻣ ،ﺔﺤﻠﺴﻤﻟا ﺎﻬﺗاﻮﻗ ﺚﻳﺪﺤﺗو ﻊﻴﺳﻮﺗ ﻲﻓ ﻦﻴﺼﻟا راﺮﻤﺘﺳا ﻊﻣ
ﺔﻳﺮﻜﺴﻌﻟا ﻢﻬﺗارﺪﻗ ﺚﻴﺣ ﻦﻣ ﺪﻳاﺰﺘﻣ ﻞﻜﺸﺑ ﺮﻄﺨﻠﻟ ﻦﻴﺿﺮﻌﻣ اﻮﺤﺒﺼُﻳ نأ ئدﺎﻬﻟا ﻂﻴﺤﻤﻟاو ﺎﻴﺳآ
25000 = ﺔﻳﻮﺠﻟا تاﻮﻘﻟاو ﺔﻳﺮﺤﺒﻟاو ﺶﻴﺠﻟا :نﻮﻄﺸﻨﻟا نﻮﻳﺮﻜﺴﻌﻟا داﺮﻓﻷا
27 202320







2020


Theile, 2022
 2013
2018


McBride & Berman
& Chatzky, 







2025







Ibid

28








AIDDATA
 1002021

Gelpern & Horn &22
others, 2021

2022
Ibid







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

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


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702020

29 202320

2020 & Huang, 2020



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

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


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

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














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













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






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
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The future of Taiwan, a flourishing liberal democracy and vibrant economy, is anything but secure. China, regarding it as a renegade province, has not renounced the use of military force to resolve the standoff. Taiwan must deter China’s aggression, taking steps to convince Chinese leaders that the costs of waging war on Taiwan will outweigh any possible benefits. In a new monograph, “A Question of Time: Enhancing Taiwan’s Conventional Deterrence Posture,” a team of researchers at George Mason University and the University of Waterloo examine a holistic strategy that Taiwan can use to enhance its conventional deterrence posture. Their conclusions are simple but radical: Taiwan must intensely prepare an asymmetric deterrence and challenge orthodoxies in its strategic thinking.
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