Industry, allies and partners face tough choices as US-China tech war escalates
New US controls on high-tech exports to China could be the beginning of two entirely separate semiconductor ecosystems, say Rebecca Arcesati and Antonia Hmaidi.
The US has launched the most sweeping restrictions on technology flows to China since the Cold War. New export controls are meant to stop companies American and foreign from supplying Chinese entities with high-end chips and the tools, technology and software to design and produce them. The measures take aim at graphic processing units (GPU) and other chips for supercomputing and artificial intelligence (AI). They are meant to cripple China’s ability not only to obtain modern semiconductors, but also the machines and talent to make its own. As US National Security Advisor Jake Sullivan said, Washington now aims to “maintain as large of a lead as possible” in foundational technologies like AI. The ramifications will be profound.
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Our sincere thanks to Rebecca Arcesati and Antonia Hmaidi at the MERICS/Mercator Institute for China Studies for kindly sharing this analysis.
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