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Painting: From Scenic Attractions of West Lake (originally attributed to 李嵩)

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The Narrow Scope for Cooperation among Techno-Democracies in Semiconductor Export Controls

There’s been a fair amount of anticipatory commentary predicting that the US will rally its allies to gang-up on China in chips. As nice as that sounds (to some), we should recognize that the willingness of American allies to go along with this endeavor is directly proportional to their own economic interests. The wider theContinue reading “The Narrow Scope for Cooperation among Techno-Democracies in Semiconductor Export Controls”

Brief Note on a Biden Appointment and US Semiconductor Controls

According to a well-placed source, the Biden administration has decided to appoint someone very close to the American semiconductor industry as the head of the Department of Commerce’s Bureau of Industry and Security (BIS). This position is critical because BIS is in charge of the Entity List. As I have interacted with this future headContinue reading “Brief Note on a Biden Appointment and US Semiconductor Controls”

Sprouts of Silicon Supply Chain Grandeur? China’s Chipmaking Equipment Industry

For the last three decades, China has very actively encouraged fabrication production through a variety of industrial policies, from the 908 Project in 1991 through the second installment of the Big Fund in 2019. For the last two decades, these policies have succeeded in increasing China’s share of global fabrication capacity from less than 1Continue reading “Sprouts of Silicon Supply Chain Grandeur? China’s Chipmaking Equipment Industry”


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