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China semiconductors

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Deciphering the Changing Contours of the China-US Chip War

Deciphering the Changing Contours of the China-US Chip War

By Megha Shrivastava
The latest U.S. restrictions on China's semiconductor industry aim to plug loopholes, but will create new ones in turn.
Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance? 

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance? 

By Eve Register
China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely. 

The State of China’s Semiconductor Industry

The State of China’s Semiconductor Industry

By Mercy A. Kuo
Insights from Douglas Fuller.

Despite China-US Dialogues, Semiconductor Supply Chain Remains Uncertain

Despite China-US Dialogues, Semiconductor Supply Chain Remains Uncertain

By Darson Chiu and Arisa Liu
The Biden administration is picking up the pace of engagements with China, while simultaneously continuing to tighten restrictions on China’s access to chip technology.

China Boosts Semiconductor Subsidies as US Tightens Restrictions

China Boosts Semiconductor Subsidies as US Tightens Restrictions

By Arrian Ebrahimi
Further U.S. restrictions on investments in China have spurred Beijing to up the subsidy ante once again.
What Does Huawei’s Homemade Chip Really Mean for China’s Semiconductor Industry?

What Does Huawei’s Homemade Chip Really Mean for China’s Semiconductor Industry?

By Megha Shrivastava
In the end, the breakthrough may be largely symbolic – but that's precisely how it will have the biggest impact.

Can US High-tech Restrictions on China Succeed?

Can US High-tech Restrictions on China Succeed?

By Bates Gill and Konrad Lee
U.S. export controls on China are set to tighten further, but will create many challenges, including in relations with Washington’s European and Asian allies.
China’s Ban of Micron Puts South Korea in the Worst of Both Worlds

China’s Ban of Micron Puts South Korea in the Worst of Both Worlds

By Troy Stangarone
South Korean firms are China’s main alternatives to Micron, dragging Seoul farther into the China-U.S. semiconductor dispute.

Decoding China’s Escalation of the Chip War

Decoding China’s Escalation of the Chip War

By Megha Shrivastava
Beijing’s ban on U.S. chipmaker Micron is its first in-kind retaliation to numerous U.S. policies targeting China's semiconductor firms.

Beijing’s Bid to Overhaul China’s Tech-Finance Nexus

Beijing’s Bid to Overhaul China’s Tech-Finance Nexus

By Dan Macklin
Will reforms and crackdowns help to advance China’s core technology capabilities?

The Current State of U.S.-China Chip Competition

The Current State of U.S.-China Chip Competition

By Lucas Browne and Zachary Durkee
China has yet to substantively respond to the export controls targeting its chip industry, but may do so as restrictions tighten and loopholes are closed.
It’s Time to Appoint a US Special Envoy for Semiconductors

It’s Time to Appoint a US Special Envoy for Semiconductors

By Alexandra Seymour
A special envoy’s first job would be to establish a singular voice for U.S. semiconductor policy to address existing tensions in its international and domestic approaches.

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