BOOK 5 · BIBLIOGRAPHY

사이의 전략

불가결한 한국을 만드는 일곱 개의 거울

이 책에 인용된 주요 자료를 장별로 정리했다. 독자의 추가 탐구를 돕기 위해 장별 핵심 출처를 선별하여 수록했으며, 동일 자료가 여러 장에 걸쳐 활용된 경우 처음 등장하는 장에서만 전체 서지 정보를 표기했다.

프롤로그선택을 강요받는 나라

도서

이언 모리스, 왜 서양이 지배하는가 (글항아리, 2013)

보고서 및 데이터

IMF, World Economic Outlook, October 2025
Belfer Center, "South Korea — Critical and Emerging Technologies Index 2025" (June 2025)
OpenAI, South Korea Economic Blueprint (October 2025)

기사 및 온라인 자료

"How Will South Korea Navigate US-China Competition in 2025?", Brookings Institution (2025)
"Clashes of Techno-Statecraft: US-China Technology Rivalry and South Korea's Strategy", Business and Politics (Cambridge Core, 2024)

1장세 겹의 독점 — 한자동맹과 VOC가 남긴 설계도

도서

Philippe Dollinger, The German Hansa (Stanford University Press, 1970)
Fernand Braudel, Civilization and Capitalism, 15th-18th Century, Vol. 2: The Wheels of Commerce (Harper & Row, 1982)
Donald Harreld (ed.), A Companion to the Hanseatic League (Brill, 2015)
Jonathan Israel, The Dutch Republic: Its Rise, Greatness, and Fall 1477–1806 (Oxford University Press, 1995)
Jan de Vries & Ad van der Woude, The First Modern Economy: Success, Failure, and Perseverance of the Dutch Economy, 1500–1815 (Cambridge University Press, 1997)
Lodewijk Petram, The World's First Stock Exchange (Columbia University Press, 2014)

보고서 및 데이터

UNESCO World Heritage Centre, "Hanseatic City of Lübeck" (공식 등재 자료)
Oscar Gelderblom, "The Dutch Economy in the Golden Age (16th–17th Centuries)", EH.net Encyclopedia

기사 및 온라인 자료

"The Hanseatic League", World History Encyclopedia (worldhistory.org)
"The Rise and Fall of the Hanseatic League", Works in Progress
"The Hanseatic League: Logistics as a Tool of Power", Janus Observatory
"How Lübeck Faded, While Hamburg Survived — Trade Disruption from the Dutch", LSE EUROPP Blog (2018)
"Amsterdam as the Cradle of Modern Futures Trading and Options Trading, 1550–1650", ResearchGate
"The Bank of Amsterdam", beursgeschiedenis.nl
"Dutch East India Company", World History Encyclopedia

2장중립의 대가 — 스위스, 핀란드, 오스트리아

도서

James Breiding, Swiss Made: The Untold Story Behind Switzerland's Success (Profile Books, 2013)
Clive Church & Randolph Head, A Concise History of Switzerland (Cambridge University Press, 2013)
Max Jakobson, Finland in the New Europe (Praeger, 1998)
Bruce Cumings, Korea's Place in the Sun (W.W. Norton, 2005)

보고서 및 데이터

Finnish Institute of International Affairs (FIIA), "Finland's NATO Accession" (2023)
RAND Corporation, "Technology Innovation and Geopolitics: Policy Options for South Korea" (RRA2969-1)

기사 및 온라인 자료

"The Day Switzerland Became Neutral", SWI swissinfo.ch
"Switzerland Is Getting Squeezed Between China and the US", SWI swissinfo.ch
"Bilateral Agreements — Switzerland and the EU", 스위스 연방 외무부 (eda.admin.ch)
"Finlandisation: The Historical Model and Its Lessons", Diplomacy & Statecraft, Vol. 27, No. 3 (Tandfonline, 2016)
"Large Trade Shocks and Economic Crises: The Case of Finnish-Soviet Trade Collapse", CEPR VoxEU
"Brückenbauer? Austrian Foreign Policy in Central and Eastern Europe", VE Insight
"Korea Between the United States and China", Korea Economic Institute of America (KEIA)
"Strategic Hedging of Middle Powers", DiverseAsia / Seoul National University

3장싱가포르, 설계된 불가결성

도서

Lee Kuan Yew, From Third World to First: The Singapore Story, 1965–2000 (HarperCollins, 2000)
Michael D. Barr, Singapore: A Modern History (I.B. Tauris, 2008)
Kent E. Calder, Singapore: Smart City, Smart State (Brookings Institution Press, 2016)

보고서 및 데이터

Ravi Menon, "An Economic History of Singapore: 1965–2065", MAS Keynote Address (2015)
IMF, "Singapore Economic Development Strategy" (IMF eLibrary)
U.S. Congressional Research Service, "U.S.-Singapore Relations" (IF10228, 2025)
SWFI, GIC 프로필 (ifswf.org)

기사 및 온라인 자료

리콴유 1965년 8월 9일 기자회견 공식 트랜스크립트, 싱가포르 국가기록원 (nas.gov.sg)
"The Origins of the Asia Dollar Market 1968–1986", Financial History Review (Cambridge Core, 2020)
"The Suzhou Industrial Park Experiment", Journal of Contemporary China, Vol. 13, No. 38
싱가포르 외교부, 물 협정 공식 자료 (mfa.gov.sg)
A\*STAR, "Biopolis — Ten Years On" (research.a-star.edu.sg)
도시재개발청(URA), "The Marina Bay Story"

4장대만 — 실리콘 방패의 두 얼굴

도서

크리스 밀러, 칩 워: 세계 최첨단 반도체 전쟁 (부키, 2023) [Chris Miller, Chip War, Scribner, 2022]

보고서 및 데이터

TSMC 공식 기술 문서, "2nm Technology" (tsmc.com)
Counterpoint Research, "Global Pure Foundry Market Share" (분기별 갱신)
RAND Corporation, "From Strategic Ambiguity to Strategic Anxiety" (2025.03)

기사 및 온라인 자료

"The Silicon Empire: TSMC's Revolution and Morris Chang's Legacy", Quartr
"TSMC Founder: 'In the Chip Sector, Globalization Is Dead'", CommonWealth Magazine
"Taiwan's 'Silicon Shield' Could Be Weakening", MIT Technology Review (2025.08)
"Silicon Shield or Silicon Trap?", SSRN (Hörster)
"Has the Shield Become a Snare?", Australian Institute of International Affairs
"How ASML Took Over the Chipmaking Chessboard", MIT Technology Review (2024.04)
"Taiwan's Semiconductor Talent Shortage", The Diplomat (2024.02)
"Apple iPhone Maker Foxconn Being Investigated in China", CNN (2023.10)

5장이스라엘 — 전쟁터에서 유니콘으로

보고서 및 데이터

이스라엘 혁신청, The State of High-Tech 2025 (innovationisrael.org.il)
세계은행, 이스라엘 R&D/GDP 데이터 (data.worldbank.org)
RAND Corporation, "Chinese Investment in Israel" (RR3176)
ETH Zürich, "Unit 8200 Trends Analysis" (CSS Cyber Reports, 2019)

기사 및 온라인 자료

"Israel Mobilizes Tech Talent Through Unit 8200", Bismarck Brief
"Unit 8200 — A Conveyor Belt of High-Tech Startups", Interesting Engineering
"From Wiz's $32B Exit: The Blueprint for Israeli Cyber Success", Calcalist
"Israel's Startup Nation Is Under Threat from the Tech Giants That Nurtured It", MIT Technology Review (2019)
"Israel Toughens Foreign Investment Screening", Foundation for Defense of Democracies (2022)
"The Israel-China-US Triangle and the Haifa Port Project", Middle East Institute
"Battered by Gaza War, Israel's Tech Sector in Recovery Mode", Al-Monitor (2026.02)
"War-Weary Israel Faces Growing Exodus of Skilled Elite", Bloomberg (2026.02)
Startup Nation Central, "434 Multinational R&D Centers" (startupnationcentral.org)

6장싱가포르 — 규제 골디락스

보고서 및 데이터

싱가포르 스마트국가위원회, National AI Strategy 2.0 (NAIS 2.0) (2023.12)
싱가포르 정보통신미디어개발청(IMDA), "National Multimodal LLM Programme"
GIC, Annual Report 2024/25 (report.gic.com.sg)
CSET Georgetown, "Examining Singapore's AI Progress"

기사 및 온라인 자료

"How Singapore Made Itself Indispensable as Gateway for Chinese AI", Lowy Institute
"Singapore Becomes Refuge for Investors and Startups Escaping US-China Tensions", Global Venturing
"How 'Poisonous Shrimp' Singapore Became the US's Undeclared Ally in Asia", SCMP
"Singapore Forced to Choose Between US and China", Foreign Policy (2021)
"Seoul's Push to Be Asia's Financial Hub", KED Global (2023)
SingStat, 싱가포르 외국인직접투자 통계 2024 (singstat.gov.sg)
싱가포르 인력부(MOM), 외국인 고용 현황 (mom.gov.sg)

7장네덜란드 — ASML이라는 병목

보고서 및 데이터

ASML, 2024 Annual Report (asml.com)
ASML, 2025 Q4 Financial Results (asml.com)
네덜란드 정부, "반도체 수출 통제 확대 발표" (government.nl, 2024.09)
Counterpoint Research, "ASML 2025 Revenue Analysis"

기사 및 온라인 자료

"How ASML Got EUV", Construction Physics (Substack)
"ASML: A Monopoly on Magic", The Generalist
"ASML's Supply Chain — Bill of Materials Analysis", Entropy Capital
"Why ASML Is the EU's Most Important Bargaining Chip", IEP Bocconi
"ASML Blocked from Exporting Some Critical Chipmaking Tools to China", CNBC (2024.01)
"Eindhoven City Council Greenlights ASML Expansion", NL Times (2026.03)
→ 네덜란드 황금시대 관련 도서: 1장 참조

8장인도네시아 — 자원 사다리

보고서 및 데이터

USGS, Mineral Commodity Summaries 2025 — Nickel (pubs.usgs.gov)
USITC, "Indonesia's Export Ban of Nickel" (Working Paper)
CSIS, "Indonesia's Nickel Industrial Strategy"
ADB, "Development Miracle or Middle-Income Trap?" (2025)
Transparency International, 2024 Corruption Perceptions Index — Indonesia

기사 및 온라인 자료

"Indonesia's Nickel Strategy Proved to Be a 'Great Success'", Fortune (2025.03)
"Nickel Nationalism Holds Back Indonesia's Clean Tech Ambitions", East Asia Forum (2026.03)
"Indonesia's Belt and Road High-Speed Railway Debacle", Foreign Policy (2025.11)
"Indonesia Looks to Avoid the 'Middle-Income Trap'", CNBC (2024.09)
"LG Exits USD 8 Billion EV Battery Project in Indonesia", Business Indonesia
"Inside Nusantara, Indonesia's $29 Billion New Capital Plagued by Delays", Bloomberg (2024)
"South Korea Overtakes US, Japan in FDI to Indonesia", Jakarta Post (2024.07)
"Indonesia's Prabowo Steers Strategic Middle Path Amid China, US Rivalry", Al Jazeera (2024.12)

9장UAE — 주권 자본의 피벗

보고서 및 데이터

ADIA, 2024 Annual Review (adia.ae)
Mubadala, 2024 Annual Review (mubadala.com)
SWF Institute, Global Sovereign Wealth Fund Rankings 2025

기사 및 온라인 자료

"Abu Dhabi Reshapes Finance, Energy, AI with Trillion-Dollar Wealth Fund", Bloomberg (2025)
"Mubadala Asset Base Grows to $326bn on AI and Future-Focused Investments", The National (2025.05)
"Microsoft and US Join AI Forces in UAE Deal to Elbow Out China", Axios (2024.04)
"G42's Ties to China Run Deep", The Wire China (2023.12)
"Scoop: Advanced AI Chips Cleared for Export to UAE Under Microsoft Deal", Axios (2024.12)
"Stargate UAE Launches as Largest AI Campus Beyond US", AIM Congress
"UAE's Golden Visa Attracts Western Tech Workers to AI Jobs", Rest of World (2025)
"AI Innovation in the UAE: Strategic Use of AI-Specific Regulatory Sandboxes", ORF Middle East

10장일본 — 미래의 거울

보고서 및 데이터

IMF, Japan: Staff Concluding Statement of the 2025 Article IV Mission (2025.02)
OECD, Economic Outlook 2025 — Japan
IFR, World Robotics Report 2025
IBM Newsroom, "IBM and Rapidus Form Strategic Partnership" (2022.12)

기사 및 온라인 자료

"The Lost 30 Years: The Decline of Japan's Semiconductor Industry", Network World
"Rapidus — Japan's 2nm Semiconductor Strategy", IEEE Spectrum
"Japan's Chip Gambit: Reshaping Supply Chains Amidst US-China Tensions", Financial Content (2025.11)
"Japan's Aging Society as a Technological Opportunity", Carnegie Endowment (2024.10)
"Japan's Economic Security Strategy Looks Beyond the United States", East Asia Forum (2025.06)
"The South Korea-Japan Trade Dispute in Context", USITC Working Paper
"Japanese and Korean Giants — Understanding the Nature of Keiretsu and Chaebol", Intralink (2024.08)
Atlantic Council, "How Japanese Economic Statecraft Has Shifted from Promotion to Protection"

11장칩과 배터리 — 두 개의 전선

보고서 및 데이터

Statista, "DRAM 제조사 시장점유율 분기별 현황"
Statista, "NAND 플래시 제조사 시장점유율"
SNE Research, "Global EV Battery Usage — Full Year 2024"
NIST, 삼성전자 CHIPS Act 보조금 수령 내역 (nist.gov)
NIST, SK하이닉스 Indiana CHIPS 인센티브 (nist.gov)
IEA, Global Critical Minerals Outlook 2025

기사 및 온라인 자료

"SK Hynix Holds 62% of HBM; Micron Overtakes Samsung", Astute Group (2026)
"Samsung to Invest 450 Tril. Won Over Next 5 Years", Korea Times (2025.11)
"VEU Cancellation Puts Samsung and SK Hynix in Limbo", EE Times
"China Charges Ahead as South Korea's Battery Giants Lose Their Spark", Rest of World (2025)
"South Korea's Battery Industry Faces Challenges", Korea Economic Institute (KEIA)
"Korean Battery-Makers Operate at Half Capacity", Korea Herald
"POSCO Future M Breaks with China in Cathode Supply Chain", KED Global (2025)
"From Mines to Motors, China Dominates Electric Vehicles", CEPA
"What the New IRA Guidance Means for Korean EV Suppliers", KEIA

12장제도의 속도, 인구의 무게

보고서 및 데이터

통계청, 2024년 출생·사망통계
통계청, 장래인구추계
OECD, Korea's Unborn Future (2024)
OECD, Society at a Glance 2024
PMC/NIH, "The Predetermined Future: Tackling South Korea's Total Fertility Rate Crisis" (2025)

기사 및 온라인 자료

국가법령정보센터, "인공지능 발전과 신뢰 기반 조성 등에 관한 기본법" (law.go.kr)
Cooley Law, "South Korea's AI Basic Act: Overview and Key Takeaways" (2026.01)
"South Korea Delays Crypto Capital Gains Tax to 2027", The Paypers
"South Korea's Migrant Workers Trapped in a Legal Cage", East Asia Forum (2025.10)
"As South Korea's Population Falls, Its Military Is Shrinking", CNN (2025.08)
"Declining Demographics Challenge South Korea's Defense", CNA (2024.08)
"Israel's Exceptional Fertility", Taub Center (2024)
Migration Policy Institute, "Immigration Systems in Japan and South Korea"

13장K의 힘과 재벌의 그림자

보고서 및 데이터

KOCCA (한국콘텐츠진흥원), 한국 콘텐츠 산업 공식 통계
UNCTAD, "K-Content Goes Global" (ditctsce2023d3, 2023)
PGP Capital, K-Pop Industry Overview Fall 2023
CSET Georgetown, "Assessing South Korea's AI Ecosystem"
WIPO, Global Innovation Index 2025

기사 및 온라인 자료

"Korea's Top 4 Conglomerates Take Up 40% of GDP in 2023", Korea Times (2024)
"Chaebol Owners Use Tiny Stakes to Control Business Empires", Korea Herald
"South Korea's Chaebol Challenge", Council on Foreign Relations
"KEIA — THAAD Impact on Hallyu Exports to China"
"The Paradox of the Prestige Economy: How Chaebols Drive Youth Unemployment", The Generation
"Korea Sees Brain Drain of AI Talent amid Low Wage Premium", Korea Times (2025.12)
"Naver Debuts HyperCLOVA X LLM", The Register (2024.04)
"Hyundai Motor Group & NVIDIA Collaboration", NVIDIA Newsroom
Carnegie Endowment, "The Case for South Korean Soft Power" (2020)

14장밀린 자들 — 제조업, 금융, 자영업

보고서 및 데이터

KDI (한국개발연구원), "인공지능으로 인한 노동시장의 변화와 정책방향"
KLI (한국노동연구원), "인공지능(AI)의 인사노무관계 진입과 노동법적 쟁점"
OECD, International Migration Outlook 2025 — Korea

기사 및 온라인 자료

"The AI Economic Fix for Population Decline", AEI
"Humanity's Great Fight for the Future: Demographics vs. AI", AEI
"South Korea's Shrinking Military: A Golden Opportunity for Defense Tech Automation", AInvest (2025.08)
한국경제인협회 성명서 (fki.or.kr)
KCI, "국회 입법교착의 양상과 원인에 대한 분석"

15장공급망의 재편과 AI 주권

보고서 및 데이터

IMF, "The Price of De-Risking" (Working Paper, 2024)
McKinsey, "Sovereign AI: Building Ecosystems for Strategic Resilience and Impact"
WEF, "Sovereign AI — What It Is, and 6 Ways States Are Building It" (2024)
Federal Register, "Framework for Artificial Intelligence Diffusion" (2025.01.15)
Congress.gov CRS, "U.S. Export Controls and China: Advanced Semiconductors" (R48642)
IEA, Energy and AI Report (2025)
Goldman Sachs, "AI Infrastructure Buildout Report" (2025)

기사 및 온라인 자료

"Friendshoring, Nearshoring, Reshoring — How the US Trade Relationship with China Is Evolving", Stanford FSI
"USMCA and Nearshoring", Brookings Institution
"Apple Boosts iPhone Production in India to 25%", Business Today (2026.03)
"Samsung's Revenue Makes Up 13% of Vietnam's GDP in 2024", The Investor
"Is South Korea De-Risking?", Peterson Institute for International Economics (PIIE, 2024)
"South Korea's Chip Exports to Taiwan and Vietnam Rise in 2024 as China's Share Falls", TrendForce (2025.01)
"Naver, LG, SK, NC, Upstage Named to Build Sovereign AI Model", KED Global (2025.08)
"AWS & SK Group to Deliver US$5bn Data Centre in South Korea", Data Centre Magazine
"Amazon, X-energy, KHNP, and Doosan — $50B Nuclear Push for AI Data Centers", Carbon Credits

16장불가결한 나라의 다섯 조건

보고서 및 데이터

SEMI, "Global Semiconductor Equipment Sales Forecast 2027"
Bloomberg NEF, Battery Price Survey 2025
OECD, AI Policy Observatory 2025 (oecd.ai)
World Bank, Indonesia Economic Update 2025

기사 및 온라인 자료

"How TSMC and ASML Monopolize the World", Techovedas
"Monopsony and TSMC", Chipstrat
"Singapore Must Shift from State-Led Expansion to Productivity-Led Growth", Atlantic Council
"Israel's Defense Tech Ecosystem", Startup Nation Central
"SK On Accelerates Solid-State EV Battery Timeline — Targets 2029 Commercialization", Battery Tech Online
"Samsung Biologics Sidesteps CDMO Industry Trend with 23% Growth in 2024", Fierce Pharma
"WIPO Global Innovation Index 2025 — Korea Ranking"
→ 역사적 분석 프레임워크: 1장, 3장 참조

17장읽은 자의 실행 전략

보고서 및 데이터

본 챕터는 시리즈 전체 연구(R-06~R-25)의 종합 분석에 근거한다.
TSMC, 2024 Annual Report
SWF Institute, Global Sovereign Wealth Fund Rankings 2025
Morgan Stanley, "EV/Battery Sector Outlook 2025"
Cambridge Associates, "A US-China Trade Deal Would Show Desire for Gradual Strategic De-Risking" (2025)

기사 및 온라인 자료

"TSMC vs. ASML: Which Semiconductor Stock to Buy in 2026?", The Motley Fool (2025.12)
"Korea Investment Corporation Reports $232 Billion AUM", Caproasia (2026.02)
"The Sovereign AI Debate and Prospects of 'Korean' AI", Korea Economic Institute (KEIA)
"South Korea's NPS Pivots to Sustainability, Dials Up Risks", Top1000funds.com (2025.03)

에필로그

기사 및 온라인 자료

"South Korea Weighs Its Strengths Amidst US-China Tech Competition", DigiChina / Stanford (2025)
"Navigating the AI Cold War: Korean Semiconductor Strategy", Korea Plus (2026)
"Standards Are the New Frontier in US-China AI Competition", East Asia Forum (2026.02)
"China's 5-Year Plan Has Moved Beyond the Chip War — Washington Hasn't Noticed", The Diplomat (2026.03)

공통 참고 자료

핵심 도서

크리스 밀러, 칩 워: 세계 최첨단 반도체 전쟁 (부키, 2023)
피터 자이한, 붕괴하는 세계와 인구학 (김앤김북스, 2023)
Russell Shorto, Amsterdam: A History of the World's Most Liberal City (Doubleday, 2013)

국제기구 정기 간행물

IMF, World Economic Outlook (연간)
World Bank, Worldwide Governance Indicators (연간)
OECD, Main Science and Technology Indicators (연간)
OECD, PISA Results (격년)
WIPO, Global Innovation Index (연간)
UNCTAD, World Investment Report (연간)
IEA, World Energy Balances (연간)
UN Population Division, World Population Prospects (격년)

한국 핵심 데이터

통계청, 각종 국가통계 (kosis.kr)
한국은행, 경제 통계 (bok.or.kr)
산업통상자원부, 수출입 통계
과학기술정보통신부, AI·반도체 정책 자료

지정학 분석 기관

RAND Corporation (rand.org)
CSIS — Center for Strategic and International Studies (csis.org)
Brookings Institution (brookings.edu)
Council on Foreign Relations (cfr.org)
Korea Economic Institute of America / KEIA (keia.org)
Peterson Institute for International Economics / PIIE (piie.com)
Lowy Institute (lowyinstitute.org)

반도체·기술 산업 데이터

TrendForce (trendforce.com)
Counterpoint Research (counterpointresearch.com)
SEMI (semi.org)
SNE Research (sneresearch.com) — 배터리 시장
Statista (statista.com)