AI Chips for China Face Additional US Restrictions

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

In late March, the Biden administration released revised rules that will further tighten China’s access to U.S. artificial intelligence (AI) chips and chip-making tools. The U.S. imposed a series of export control measures first in October 2022 with the goal of restricting China’s access to advanced AI chips made with U.S. inputs. These measures were … Read more

China’s Pursuit of Autonomous Machine Computing Self-Sufficiency

China’s Pursuit of Autonomous Machine Computing Self-Sufficiency

In a previous article, I explained that the transition to the autonomy economy – the use of autonomous machines, such as autonomous vehicles, delivery robots, industrial robots, drones, home service robots, etc. to provide goods and services – is the core of the China-U.S. tech competition.  Examining the autonomy economy supply chain, China currently leads … Read more

Can the Biden-Xi Summit Chart the Course to a Stabilized China-US Economic Relationship?

Can the Biden-Xi Summit Chart the Course to a Stabilized China-US Economic Relationship?

The anticipated meeting between Chinese President Xi Jinping and U.S. President Joe Biden is set to take place during the APEC summit in San Francisco next week. This meeting has generated global interest because it holds the promise of more constructive bilateral ties, including improving economic relations between the two largest economies in the world.  … 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

Fostering Global Collaboration Amid Volatile Geopolitics and Technology Bans

Linking Together Asia’s Digital Future

Advertisement Geopolitical dynamics display remarkable volatility, often unfolding at a pace that challenges our capacity for complete understanding. Recent events, such as the BRICS enlargement and the G-20 summit in Delhi, have underscored this unpredictability. In this ever-changing geopolitical landscape, the technology sector has become the focal point of competition between nations. Whether it is … Read more

Can Economic Ties Continue to Power China-US Relations?

Commerce Secretary Raimondo’s China Visit Must Confront Changing Attitudes

Advertisement From August 27-30, U.S. Commerce Secretary Gina Raimondo was in Beijing and Shanghai for talks with her Chinese counterparts. Raimondo met with Chinese Premier Li Qiang, Vice Premier He Lifeng, and Minister of Culture and Tourism Hu Heping, in addition to her direct counterpart, Minister of Commerce Wang Wentao. Her visit was part of … Read more

How Will China’s Rare Earth Export Controls Impact Japan?

How Will China’s Rare Earth Export Controls Impact Japan?

Advertisement On August 1, Chinese export controls on its gallium and germanium supplies, coming in the form of stricter export licensing requirements, went into effect. Since their announcement in early July, analysts widely perceived the restrictions as a direct response to U.S., Japanese, and Dutch export restrictions on chipmaking tools to China. Japan doubled down … Read more

Can US High-tech Restrictions on China Succeed?

Can US High-tech Restrictions on China Succeed?

Advertisement U.S. Treasury Secretary Janet Yellen’s recent visit to Beijing aimed to help stabilize strategic relations between the United States and China, but it also cast into high relief their growing high-tech rivalry, especially in the area of semiconductor manufacturing. In the days prior to her arrival, reports surfaced of Washington’s intention to seek further … Read more