Semiconductors: Industry, Security, and Geopolitics
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Semiconductors are the quintessential foundational, and therefore geostrategic, technology. They are simultaneously essential for (a) military and defense technology, weaponry, and equipment; (b) geopolitically significant technologies, such as Artificial Intelligence (AI); and (c) the critical infrastructure and services upon which the daily functioning of societies rest, such as 5G networks and satellite communications. It is this breadth of use-cases that has raised the semiconductor industry from 'important' to the level of 'national security imperative’. This course will take students beyond the buzzwords to examine the technology (and technologies) in question, the supply chains underpinning them, the use-cases they enable as well as the ways in which those same use cases (most notably AI) are reshaping the industry, and the evolving and diverging security and economic interests animating the global policy landscape.
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