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U.S. Puts China in a Semiconductor Chokehold

Concluding that China is both a security threat and an unfair economic player, the U.S. will block Beijing's access to chip technology.
U.S. China semiconductor exports

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By Bolaji Ojo

What’s at stake?
China and the West are sliding deeper into a technology Cold War with communications channels for resolving issues related to military, economic and security concerns closing fast. Failure to shift direction will result in a deeply confrontational, messy and uncertain economic and technology bifurcation.

The path forward for China’s semiconductor sector is filled with uncertainty. Its chipmakers and technology OEMs are facing a squeeze on all sides as Western governments, in aggressive actions coordinated by the United States, curb its access to design innovation and leading-edge IC production equipment as the West shifts from Asian suppliers and toward domestic manufacturing.


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