The US pivot on trade and technology

The latest phase in the chip war kicked off with a significant speech from US National Security Advisor followed by new export controls, writes Jordan Schneider in Noema. The US finished the year by imposing additional controls on more than 30 Chinese companies. China’s chip industry fights to survive, per Nikkei Asia, as the Chinese government pursues a WTO dispute. Danzman and Kilcrease warn the US of the illusion of controls in Foreign Affairs. Europe is working to catch up, according to the Financial Times. What’s next for the chip industry? Zeyi Yang gives insights in the MIT Technology Review.

Mentioned publications

Remarks by National Security Advisor Jake Sullivan at the Special Competitive Studies Project Global Emerging Technologies Summit – The White House, 16 September 2022
The US National Security Advisor calls for emerging technologies to work for, not against, democracy.
A Bombshell For U.S.-China Tech Relations – Jordan Schneider, Noema Magazine, 27 October 2022
2022’s export controls confirm a major shift in US-China trade and technology relations.
US targets China’s potential chip stars with new restrictions – Qianer Liu and Kathrin Hille, Financial Times, 14 December 2022
The US imposes new restrictions on a major chip maker and 30 other companies.
China's chip industry fights to survive U.S. tech crackdown – Cheng Ting-Fang and Shunsuke Tabeta, Nikkei Asia, 30 November 2022
US export controls are changing China’s industrial supply chains for semiconductors.
United States – Measures on Certain Semiconductor and Other Products – The World Trade Organization, 15 December 2022
China requests WTO consultations on US export controls.
The Illusion of Controls – Sarah Bauerle Danzman and Emily Kilcrease, Foreign Affairs, 30 December 2022
The US position in semiconductor supply chains is not so dominant that it can act alone.
The global microchip race: Europe’s bid to catch up – Lauly Li, Financial Times, 13 December 2022
Europe is struggling to catch up in certain areas of chip production.
What’s Next for the Chip Industry? – Zeyi Yang, MIT Technology Review, 3 January 2023
Experts offer their predictions for the coming year in the geopolitical struggle over semiconductors.