Sujai Shivakumar, Charles Wessner, and Thomas Howell
U.S. and allied export controls on advanced semiconductor technologies, imposed beginning in 2022, were designed to constrain China’s AI and high-end chip development. While progress on these goals has been limited, the controls have clearly accelerated Beijing’s long-standing drive for semiconductor self-reliance. The initial round of controls restricted transfers of advanced logic chips used to train and operationally use AI models and semiconductor manufacturing equipment (SME) used to make those devices.
The controls have subsequently been expanded to additional device, design, and SME categories. While the controls have disrupted Chinese access to leading-edge chips and equipment, their principal effect has been to accelerate the adoption and use of indigenous equipment and products, giving new impetus to coordinated state and industry efforts to localize semiconductor design and manufacturing. The Chinese government has reportedly directed domestic enterprises to acquire domestic devices and SME that are less advanced than foreign alternatives in order to advance national self-sufficiency.
No comments:
Post a Comment