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”

Undermining American Industrial Excellence: Controls on Wafer Fab Equipment and China

This post will examine the implications of Trump’s actions against Huawei and now SMIC for America’s wafer fab equipment industry.  With the August 17 Final Rule on Huawei, American technology embodied in capital equipment cannot be sold to foundries serving Huawei (assuming no licenses are forthcoming from the Department of Commerce).  With American dominance across a largeContinue reading “Undermining American Industrial Excellence: Controls on Wafer Fab Equipment and China”

Huawei, EDA Vendors and the Entity List: How the Chokepoint Strategy Could Backfire

            In the last post, I covered the rise of the EDA tool industry and how an American oligopoly has dominated the industry from early on.  In this post, I want to examine what the effects of the Entity List controls placed on Huawei will have on both Huawei and American EDA tool firms. I argue thatContinue reading “Huawei, EDA Vendors and the Entity List: How the Chokepoint Strategy Could Backfire”

The Rise of the EDA Industry

            To better understand the impact of the Entity List export controls on Huawei, we need to take a look at the critical parts of the integrated circuit (IC) value chain. In this post, I’ll discuss the development of electronic design automation (EDA) tools for chip design. The software-based EDA industry is a recent phenomenon. Today’sContinue reading “The Rise of the EDA Industry”

Create your website with WordPress.com
Get started