@techreport{oai:unii.repo.nii.ac.jp:02000001, author = {Wakasugi, Ryuhei}, month = {Aug}, note = {application/pdf, This paper analyzes the factors driving friction and transformation within global supply chains (GSCs), focusing on economic and geopolitical aspects, as well as the potential of evolving GSCs due to the increasing trade of knowledge-intensive task. GSCs have been enlarged by the technological improvement of communication and transportation and the reduction of trade costs as well as China's integration into the global trade. China's rise in global production and consumption, along with its dominant role in GSCs, faced challenges due to escalating trade tensions with the United States. Concerns about national security led to the restrictions of trade, investment, and technology transaction in advanced semiconductors, causing shifts in supply chains away from China. The COVID-19 pandemic further exposed vulnerabilities in GSCs, prompting nations to reconsider the risks of economic dependencies within GSCs, which led to diversify sources and destinations within GSCs. The paper discusses the transformation of GSCs with a shift towards high-value-added production processes incorporating knowledge-intensive tasks, and asserts that intellectual property protection becomes crucial in this context, impacting the formation of new GSCs. Lastly, the paper explores the potential for new GSCs between Japan and South Korea in knowledge-incentive sector like the semiconductor industry. Two nations share the similar trade rule and legal system for intellectual property right protection. The recent development of GSCs between the two nations in knowledgeintensive manufacturing is exemplified by their collaboration in the semiconductor industry.}, title = {Evolving Global Supply Chains: Friction, Transformation, and Possibility}, year = {2023}, yomi = {ワカスギ, リュウヘイ} }