Tag
U.S. export control policy
DeepSeek Reflects Both the Success and Failure of US Tech Containment Against China
By Zhipei Chi
China’s most successful AI product embodies the paradox of export controls: they can be successful and still fail to achieve the ultimate strategic goal.
The Rise of DeepSeek: China’s Answer to Silicon Valley’s AI Dominance
By Dingding Chen, Vivian Toh , and Yue Wu
The future for Chinese tech companies will hinge on their ability to turn uncertainty into innovation – and opportunity.
The US AI Diffusion Framework: Global Implications and Unintended Consequences
By Fatih Oktay
The framework would divide the world into AI “haves” and “have nots,” based on nations' willingness to align with the U.S. against China.
Can Trump’s Tariffs Slow Down China’s Push to Lead High-tech Supply Chains?
By Yingfan Chen and Dingding Chen
With the incoming president's renewed threats of massive tariffs on China, it’s worth revisiting whether such policies actually achieve the desired result.
‘De-risking’ vs. ‘Strategic Decoupling’: Understanding Harris’ and Trump’s Approaches to Economic Security
By Kazuo Waki
These two terms represent the conceptual foundations of each candidate's economic security policies, especially regarding China. But what do they actually mean?
Unveiling the Remote-Poaching Model: Taiwan’s Strategy to Limit China’s AI Chip Progress
By Chiang Min-yen
Talent and technology from Taiwan, particularly TSMC, have become intertwined with China’s own AI ambitions – and the China-U.S. tech war.
Market Conditions, China Restrictions Put the Squeeze on Bidenomics
By Justin Fendos
The potent combination of dropping prices, reduced competitiveness, and access restrictions to China have hampered U.S. initiatives to boost manufacturing in industries like semiconductors and solar power.
4 Ways China Gets Around US AI Chip Restrictions
By Che-Jen Wang
Chinese companies have found loopholes allowing them access to technologies the Biden administration has tried to fence off.
Beyond the Blame Game: De-risking Through Strengthened Asia-Pacific Cooperation
By Siwei Huang
Strategic competition with China is of vital national interest to the United States, and that is precisely why feedback from Asian allies and partners matters.
The Missing Links in US Chip Policy
By Young-sun Park
Like it or not, the semiconductor industry is globalized. Washington’s strategy must reflect this reality by elevating coordination with democratic partners.
Why US Semiconductor Export Controls Backfire
By Matthew Schleich and Thibault Denamiel
And how Washington can save its 21st century economic security strategy.
The China-US Tech War Comes to the Cloud
By Megha Shrivastava
Cloud services are a critical part of AI training – which is why they are now under scrutiny by U.S. regulators.
Can the Biden-Xi Summit Chart the Course to a Stabilized China-US Economic Relationship?
By Bai Peng
The differing interpretations of de-risking by China and the United States highlight the profound unease with which they view the current state and trajectory of their economic relations.
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.
The State of China’s Semiconductor Industry
By Mercy A. Kuo
Insights from Douglas Fuller.
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.
Can Economic Ties Continue to Power China-US Relations?
By Shannon Tiezzi
A visit to China by the U.S. commerce secretary saw more deliverables than any other recent exchange, but there are still hard limits on what can be achieved.
Can Huawei Defy Geopolitical Gravity This Time?
By Lyu Jiaran and Dingding Chen
The White House is considering blocking Huawei's access to items below the 5G level, a move that would have a far-reaching impact on the Chinese tech giant.
Europe’s Misgivings About Sanctions Don’t Bode Well for US Export Controls
By Michael Laha
Agathe Demarais’ new book “Backfire: How Sanctions Reshape the World Against U.S. Interests” has important insights for the future of U.S. China policy.
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.
Are US Allies Falling out of ‘Alignment’ on China?
By Shannon Tiezzi
The Biden administration trumpets its efforts to build consensus on China policy through consultation. Recent legislation challenged that.
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.
New US Export Controls Need Allied Support
By Hannah Kelley
Stockpiles of wrongs don’t make a human right.
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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