목차
Title page 1
Contents 1
I. Introduction 4
II. Historical Context of U.S. Industrial Policy 8
A. The Washington Consensus and its Discontents 8
B. The 2016 Political Alignment and Its Aftermath 8
C. The National Security "Exception" Swallows the Rule 10
III. The CHIPS and Science Act 11
A. Origins and Context 11
B. Legislative History 12
C. Political Aftermath 12
IV. President Trump's Industrial Policy Vision 13
A. The "New American Industrialism" 14
B. The Question of Direct Subsidies 15
V. The Global Outlook for Advanced Manufacturing Subsidies 16
A. International Competition 16
B. Taiwan, Japan, and South Korea: Long-standing Champions of Industrial Policy 17
C. Continuing Geopolitical Conditions: Subsidies in the 2020s 18
D. China: A Rising Giant's Industrial Push 19
VI. Political Analysis 20
A. The Political Risk of Lower Manufacturing Employment 20
B. The New Economic Nationalism Policy Apparatus 21
C. Coalition Politics 22
D. The Merits of Malleability 23
E. The Rubio Model and Tariff Pain Relief 24
VII. Possible Barriers to Future Manufacturing Subsidies 25
A. Political Leadership 25
B. Focus and Prioritization 25
C. Economic Headwinds 27
D. Fiscal Considerations 27
VIII. Conclusion 28
