Escape From Involution: The Overseas Expansion of Chinese Technology Companies

Escape From Involution: The Overseas Expansion of Chinese Technology Companies

Amid an economic slowdown, “involution” has become a buzzword in China, poignantly capturing the essence of the highly competitive and stressful socioeconomic climate within its domestic market. This term conveys intense internal competition and diminishing returns despite increasing efforts, both trends that are particularly evident in the technology sector.  In response to this challenging environment, … Read more

The State of China’s Autonomous Machine Computing Research

The State of China’s Autonomous Machine Computing Research

In a previous article, I explored the crucial role of autonomous machine computing (AMC) in China-U.S. tech competition, especially as these countries race to transition to the autonomy economy.   In this article, I delve deeper into this topic and examine the state of AMC research in China.  Note that the three factors that drive technology-driven … Read more

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance? 

US Chipmakers March South as Vietnam Subsidizes Its Tech Future

Advertisement ASML is a Dutch multinational corporation known globally as “chipmaking’s biggest monopoly” due to its crucial role in the industry’s supply chain. ASML is the world’s largest producer of photolithography machines, which use a light source to etch electronic pathways onto silicon wafers. This process is an essential step in creating the semiconductors that … Read more

The State of China’s Semiconductor Industry

Decoding China’s Escalation of the Chip War

Advertisement The Diplomat author Mercy Kuo regularly engages subject-matter experts, policy practitioners, and strategic thinkers across the globe for their diverse insights into U.S. Asia policy. This conversation with Dr. Douglas Fuller, as associate professor at the Department of Economics, Government and Business, Copenhagen Business School in Denmark, is the 385th in “The Trans-Pacific View Insight … Read more

China Boosts Semiconductor Subsidies as US Tightens Restrictions

China Boosts Semiconductor Subsidies as US Tightens Restrictions

Advertisement Headlines flashed last week as the U.S. Commerce Department finalized guardrails limiting expansion in China by companies receiving subsidies under the 2022 CHIPS and Science Act. Less widely covered, however, was China’s latest round of semiconductor incentives, upping the ante in its effort to reduce reliance on U.S.-controlled technology.  With China already boasting chip … Read more

What Does Huawei’s Homemade Chip Really Mean for China’s Semiconductor Industry?

What Does Huawei’s Homemade Chip Really Mean for China’s Semiconductor Industry?

Advertisement It’s been years since Huawei, one of China’s biggest technology giants and a source of national pride, became the focus of global attention due to allegations of national security risks. Since 2019, Huawei has faced several sanctions led by the United States, which cut off the company’s access to business and equipment from the … Read more

Biden Issues Executive Order Restricting US Investments in Chinese Technology

US President Biden Says He Will Visit Vietnam ‘Shortly’

Advertisement U.S. President Joe Biden signed an executive order Wednesday to block and regulate high-tech U.S.-based investments going toward China – a move that reflected an intensifying competition between the world’s two biggest powers. The order covers advanced computer chips, micro electronics, quantum information technologies and artificial intelligence. Senior administration officials said that the effort … Read more

China Isn’t Losing Sleep Over ChatGPT

China Isn’t Losing Sleep Over ChatGPT

Advertisement During a hearing of the U.S. Senate Committee on Armed Services last month, Senator Mike Rounds mentioned that many prominent AI experts had just called for a six-month pause on “giant” AI experiments, largely in reaction to the announcement of GPT-4 (the current basis for ChatGPT). But Rounds had drawn a different conclusion. “A … Read more

Decoding China’s Escalation of the Chip War

Decoding China’s Escalation of the Chip War

Advertisement In the ongoing technological tussle between the United States and China over the semiconductor industry, the U.S. has caused massive disruptions in the semiconductor supply chain. The core aim is clear: make sure that while the world advances, China remains stuck behind. Washington’s October 2022 export control bans crippled the purchasing as well as … Read more

Facing Pressure From China, Can the US Recreate Silicon Valley?

Facing Pressure From China, Can the US Recreate Silicon Valley?

Advertisement For decades, metropolitan regions all over the world and their respective governments have unleashed numerous initiatives to remake themselves to be the “next Silicon Valley.” Within the U.S., labels such as Silicon Alley, Silicon Beach, Silicon Bayou, Silicon Desert, Silicon Hills, Silicon Holler, Silicon Peach, Silicon Prairie, Silicon Shire, Silicon Slopes and so on … Read more