The Big Picture: A New Globalization

Globalism—the ideology behind globalization that has formed the foundation for increasing interconnectedness and integration amongst different countries and cultures—is currently facing a range of threats. Today, due to rising nationalism around the world, leaders are prioritizing national interests over global cooperation. This has led to a proliferation of trade barriers, immigration restrictions, and other policies that restrict the flow of goods, people, and ideas across borders. Countries are racing to lure manufacturing away from friend and foe alike while restricting the flow of goods and capital. Mutual benefit is out; national interests are in.

Since the end of World War II, the United States has set the system of rules and norms for the world economy; this brought unprecedented growth through integration of economies around the globe and lifted hundreds of millions of people out of poverty. It also gave the West access to cheaper labor and other resources while helping other countries prosper. Overall, it was a win-win situation.

Though nationalism is often associated with bigotry and protectionism, there are also positive aspects, such as patriotism and good citizenship. It is logical that leaders advocate for their populus and look to their best interests. In Harvard Business Review, David Waldman and Mansour Javidan discuss the false dichotomy between globalism and nationalism1. They propose a third perspective that has great potential to benefit all parties involved: a “paradox mindset … that merges both globalist and nationalist views,” as a solution to divided thinking. In this sense, inclusivity is placed as the highest value, including national interests and global interconnectedness.

While this may be ideal to aim for, it is undeniable that unequal distribution of wealth and resources within and between countries has contributed to rising social and political tensions worldwide. It has led to a strong backlash against globalization. Here in America, the previous and current administration’s abandonment of free-market rules for an aggressive industrial policy has dealt globalization a fresh blow. America has unleashed vast subsidies to the tune of $465 billion for green energy, electric cars, and semiconductors, all of which require local production while banning the flow of even more exports—notably, high-end chips and chipmaking equipment—to China. This policy came to a head when China demonstrated its long-distance missile capabilities outfitted with advanced chips for guidance and control. This was the final straw that justifiably caused America to completely shut off advanced chipmaking capabilities from China.

The next tech frontier is AI. Open AI and ChatGPT, for example, have taken the world by storm and become the most viral app in history, hitting over 100 million users in just two months. It’s no wonder Microsoft is investing $10 billion. AI will not only drive things like internet searches and content writing, it will actuate almost everything we know today. AI is the next evolution of the internet. Advanced computing, such as quantum computing, will propel AI which, in turn, will increase demand even more for advanced chips. Having big control over chip and chip-related high-tech manufacturing has become more than a tech leadership issue; it’s now a national security issue.

Economic conflict with China looks increasingly inevitable. The expectation was that as China became more integrated into the global economy, it would become more democratic. The opposite appears to be taking place. Combined with the millions of manufacturing jobs moved to Chinese factories, this has caused America to fall out of favor with globalization. However, it cannot be denied that China’s economic influence will affect trade in ways America must take into account. In a recent Bloomberg article2, it was noted, “China’s reopening will return a flood of tourists to Southeast Asian hotspots, improving Chinese demand should help exports with ASEAN3 serving as its biggest trading partner, and China’s ‘growing footprint in ASEAN’ through foreign direct investment should rise.”

Taking a solitary, strictly nationalist approach will be expensive and difficult at best. America must also collaborate with emerging powers. 

In a few short decades, India and Indonesia are projected to become the world’s third- and fourth-largest economies. Their governments are providing significant incentives for businesses. For example, when building a chipmaking plant in India, the government will pay up to half the cost. When building one in South Korea, businesses get generous tax breaks. Southeast Asia has the potential to become the next powerhouse partner for America in a new form of globalization.

The same Bloomberg article stated, “Even as it slows to a 5% pace from 5.9% last year, ‘ASEAN may still be among the fastest-growing regions in the world,’ expanding more than twice as fast as the global economy in 2023.” It’s about time America looks for other partners since going it alone isn’t sustainable, nor is it smart. It will take bold American leadership that once again sees the intrinsic value of being inclusive with the right partners as a move toward doing what is best for the nation and the world. This new form of globalization is an enormous task that must be taken up urgently.


  1. “The False Dichotomy Between Globalism and Nationalism,” by David A. Waldman and Mansour Javidan, June 18, 2020, Harvard Business Review.
  2. “Southeast Asia is Having a Moment,” by Michelle Jamrisko, Jan. 12, 2023, Bloomberg.
  3. ASEAN is the Association of Southeast Asian Nations.

Mehul J. Davé is chairman of Linkage Technologies Inc. 




The Big Picture: A New Globalization


Globalism—the ideology behind globalization that has formed the foundation for increasing interconnectedness and integration amongst different countries and cultures—is currently facing a range of threats. Today, due to rising nationalism around the world, leaders are prioritizing national interests over global cooperation. This has led to a proliferation of trade barriers, immigration restrictions, and other policies that restrict the flow of goods, people, and ideas across borders. Countries are racing to lure manufacturing away from friend and foe alike while restricting the flow of goods and capital. Mutual benefit is out; national interests are in.

View Story


The Big Picture: The Virtual Via Drum


A key to the success of the Roman empire was its extended roadway system. Designed by planners called mensors, and executed by Roman legions, they were transnational, connecting the then-known world across culture and region. They are seen as an infrastructure of empire, expanding economy by trade, knowledge, and security, bringing prolific wealth and new ideas to every corner of Rome’s vast territory, and creating a superhighway for defense and conquest. As wonderful as they sound and as much good as they did for antiquity, they were not always safe. Knowing the amount of wealth they carried, the roads were frequented by bandits and criminals. Today’s internet is the modern version of the Via Publicae.

View Story

The Big Picture: Robust Cybersecurity System Means Greater Investment Opportunity


When we make a mistake in business, it’s natural for people to notice. It’s also natural for people to question your business acumen when such mistakes are made. Some mistakes, inevitably, are bigger than others. Some are so big, that people outside your organization notice. One such type of rising mistake that is being made by businesses around the world where people notice is when you’re victimized by cybercrime.

View Story

The Big Picture: Cybersecurity—Where Remote Work Gets Really Precarious


No one was prepared for the dynamic events of the last two years, changing the way we work and interact. Surviving this as a company has meant adapting to a new work environment, with businesses across the globe placing emphasis on remote work. While this has been advantageous for workers and companies alike, it has placed enormous strain on existing security systems unequipped to handle such situations.

View Story


The Big Picture: Cybersecurity and Hardware Security


Wherever I go, I am pleasantly reminded of the role our industry plays into everyday lives. From the sight of people texting and calling loved ones on their phones, to children laughing and playing with their high-tech toys, to doctors and nurses using advanced med tech to keep someone alive. I get a feeling of contentment and pleasure knowing our industry plays a role in fulfilling these moments. As much as these moments are vicarious, they are also vulnerable. They remind me of how important the safety and security of our work is.

View Story

The Big Picture: Geopolitics and the PCB Supply Chain


As the PCB industry made its way to China starting in the mid-1990s, I followed the herd. It was a good move as I ended up with some of the largest PCB companies in China as customers and got to know so many more people in Asia. The shift to Asia, and specifically China made a lot of sense at the time.

View Story


The Big Picture: Globalization—Imagine a United States That Isn't United


What if the U.S. was fragmented with 50 state fiefdoms, each with their own rules and barriers blocking the free flow of goods and services across state lines? We cannot even imagine such a scenario, yet that is exactly what’s happening—fortunately not across state lines, but across global borders. Mehul Davé advocates for starting the hard work to get globalization back on track.

View Story

The Big Picture: COVID-19 Helps Kill Globalization


Globalization was in trouble even before the pandemic. The decades-long open system of trade that dominated the world economy has been damaged by the financial crisis and—more recently—the Sino-American trade war. Mehul Davé explains how COVID-19 has added a third-body blow to globalization.

View Story

The Big Picture: Globalization—The Onset of COVID-19


In Mehul Davé's last column, he spoke to the challenges of tariffs and alternate sources for PCBs and the larger divide between the U.S. and China, potentially leading to far broader implications for U.S.-led vs. China-led technologies. The world has changed dramatically since then. Mehul explores how the COVID-19 outbreak has impacted the rollout of 5G and relations between the U.S. and China.

View Story

The Big Picture: Globalization—Tariffs and Alternate Sources


The new year is upon us, so Mehul Davé started thinking about the main challenges his company and customers are facing as we enter 2020: tariffs and finding alternate sources for PCBs. Mehul shares his thoughts.

View Story


The Big Picture: Globalization—What Happened?


Cheap products and services from places like China and India are good, but giving up the position of being the top dog doesn't sit well with most people—especially when you have leaders around the world reminiscing about the past and wanting to make XYZ great again or something similar.

View Story

Can Do in CAM Outsourcing: CAM Engineering— Building Redundancy in Critical Areas


Many believe that outsourcing is wrong because it takes away from local jobs. That may be the case if this industry can find the talent level at a cost that they can afford, but this is not the case in North America or Europe.

View Story


‘Can Do’ in CAM Outsourcing: Improving Quality in CAM Engineering


In this series, Mehul J. Davé, CEO of Entelechy Global Inc., will address six ways in which a company can significantly benefit from outsourcing their front-end CAM work.

View Story

CAM Engineering—Reducing Costs


While having on-demand capacity, improved automation, and fast turn-around are critical to any front-end engineering operation, achieving those goals with a cost-effective solution is imperative. Electronics are constantly under cost-reduction pressures. Functionality, capability, and complexity increase while costs decrease.

View Story


CAM Engineering—Fast Turn-Around


Time-to-market has been the mantra for every successful technology company. The best among them have strong and integrated supply chains that march to the drum of the OEMs and EMS providers that bring that technology to market. A big part of that success, especially in North America and Europe, is the ability for PCB manufacturers to turn around complex PCBs very quickly. The hallmark of PCB production in these higher-tech, higher-cost regions is flexibility and responsiveness.

View Story


CAM Engineering – Automation


As volume production in PCB has shifted significantly to Asia, manufacturers in Europe and North America have been focusing on high technology, quick-turn, prototype, and lower-volume production.

View Story

A Case for Outsourcing CAM Engineering


In the West, outsourcing is sometimes considered taboo and many believe it is one of the causes for shifting our manufacturing base to the East—specifically China and other lower cost Asian countries. In this series of columns, I will make a case in support of CAM outsourcing—especially for North American and Western European printed circuit board manufacturers.

View Story
Copyright © 2023 I-Connect007 | IPC Publishing Group Inc. All rights reserved.