China’s domestic semiconductor industry has had to respond to the challenge of U.S. export controls by working with industrial ministries in Beijing and key local governments, such as in Shenzhen and Shanghai, to move the entire sector up the innovation curve and value chain on a compressed timetable. It is now clear that the immediate…
Read MoreBeijing’s primary response to U.S. technology controls involves developing new structures to provide better support for the domestic semiconductor industry. These tools and policies continue to be designed, built, and fine-tuned across the government at all levels. Developments during 2024 demonstrated a much higher degree of involvement of domestic industry than ever before in complex long-term industrial policy planning, in addition to high levels of cooperation across multiple industry supply chains…
Read MoreChina’s domestic semiconductor industry landscape has changed considerably. The Biden administration has continued to impose export control restrictions on Chinese firms, and the October 7, 2022, package of controls targeted not only advanced semiconductors (such as GPUs used for running artificial intelligence and machine learning workloads) but also expanded significantly on controls over semiconductor manufacturing equipment (SME). One goal of the U.S. controls is to prevent Chinese firms from moving into nonplanar technology processes, such as FinFET and eventually Gate All Around (GAA). The new restrictions included novel end-use controls and controls on U.S. persons, posing major new challenges…
Read MoreOver the past four years, the Trump administration—driven by growing concerns over China’s rise as a technological competitor and the coupling of its military and civilian industries—has ratcheted up controls on semiconductors and semiconductor manufacturing equipment destined for Chinese end users. China hawks in the administration viewed American companies’ dominance of key semiconductor subsectors, particularly…
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