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China semiconductors

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The Future of the China-US Chip War

The Future of the China-US Chip War

By Zhuoran Li
Beijing sees no choice but to have the state take control of its tech industry amid U.S. pressure. But past experience shows that the big semiconductor push will bring complications.
Why the Netherlands Should Restrict Semiconductor Tech Exports to China

Why the Netherlands Should Restrict Semiconductor Tech Exports to China

By Gerrit van der Wees
In the long run, restricting the supply of ASML machines to China is in the company's own best interests.

Source: Dutch, Japanese Join US Limits on Chip Tech to China

Source: Dutch, Japanese Join US Limits on Chip Tech to China

By Dee-Ann Durbin and Aamer Madhani
The deal hasn't yet been formally announced, but a source told the AP that the U.S., Japan, and the Netherlands have come to an agreement.

Bargaining Chips: US Allies and Export Controls

Bargaining Chips: US Allies and Export Controls

By Emily Benson
New controls, if maintained, enforced, and ultimately supported by allies, have the potential to reshape the world’s most consequential economic relationships.

Why Europe Struggles With US Export Controls on China

Why Europe Struggles With US Export Controls on China

By Antonia Hmaidi and Rebecca Arcesati
In October, the U.S. passed sweeping new export controls on China. It has not been as easy for the United States to gain buy-in as some in Washington expected.
‘Chip War’: The China-US Competition for Critical Technology

‘Chip War’: The China-US Competition for Critical Technology

By Mercy A. Kuo
Insights from Chris Miller.

The China-US Tech War: What’s Next?

The China-US Tech War: What’s Next?

Johanna Costigan, Shihoko Goto, and Alexandra Seymour the China-U.S. competition for tech dominance and the implications for third countries.
What’s Driving China’s Chip Sector Crackdown?

What’s Driving China’s Chip Sector Crackdown?

By Dan Macklin
The recent investigations come amid rising geostrategic competition, a domestic political transition, and broader regulatory tightening.

The Chip 4 Alliance Might Work on Paper, But Problems Will Persist

The Chip 4 Alliance Might Work on Paper, But Problems Will Persist

By Arjun Gargeyas
Can an envisioned supply chain partnership between the U.S., Japan, South Korea, and Taiwan actually become a reality?

China’s Semiconductor Breakthrough

China’s Semiconductor Breakthrough

By Che-Jen Wang
SMIC’s 7nm process advancement – despite heavy U.S. sanctions – will have major implications for East Asia.

China Moves to Fill The Void Left By Russia Sanctions – On Its Own Terms

China Moves to Fill The Void Left By Russia Sanctions – On Its Own Terms

By François Chimits and Antonia Hmaidi
Six months into the Ukraine war, China has not hesitated to fill the void left by OECD disengagement with Russia – but is taking care not to compromise its own economic interests in the process.
Lithography: The Achilles’ Heel of China’s Semiconductor Industry?

Lithography: The Achilles’ Heel of China’s Semiconductor Industry?

By Justin Feng
Dependence on foreign lithography equipment emerges as a growing liability for Chinese chipmakers in the face of intensifying U.S.-led export controls.

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