Guest Lecture in the course China and the World. Theoretical Lens: Standards Battles, Path Dependency, Network Effects, Flywheels, and Value Dimensions in Technological Innovation I. Introduction: The Global Innovation Race & China’s Position • Innovation is not just about new ideas but setting the global standard (e.g.,Microsoft’s Windows dominance, GSM vs. CDMA in mobile networks). • China’s Challenge: Can it establish new technology standards in AI, semiconductors,and robotics, despite geopolitical constraints? • The Role of Hong Kong: A Superconnector bridging China’s ecosystem with the world. • How Southeast Asia and Taiwan fit in: Competing and cooperating in AI,semiconductors, and manufacturing.