Despite ChinaUS Dialogues, Semiconductor Supply Chain ...
The Biden administration is increasing engagement with China while tightening restrictions on China's access to chip technology. The US seeks to solidify its technological dominance while also desiring access to China's market opportunities. The US is focused on "de-risking" rather than complete "decoupling" from China. Structural conflicts between the US and China are unlikely to change soon. The US has implemented export restrictions on advanced semiconductor chips and added Chinese companies to a trade blacklist. The US also issued an executive order mandating reporting of investments in China's semiconductor industry and considering constraints on Samsung and SK Hynix. Concerns about global supply chain restructuring and alignment persist. The Semiconductor Industry Association and some US manufacturers disagree with efforts to curb China's semiconductor industry due to potential negative consequences.
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Frequently Asked Questions - Semiconductor Supply Chain
Q: What is the importance of addressing supply chain issues in the semiconductor industry?
A: The U.S. Secretary of Commerce, Gina Raimondo, emphasized that addressing supply chain issues, including those related to the semiconductor industry, is important for U.S. competitiveness. However, it is not the only answer to the overall challenges posed by China.
(Source: Remarks by U.S. Secretary of Commerce Gina Raimondo)
Q: What initiatives has the U.S. government announced to address supply chain issues?
A: The U.S. government has announced initiatives, such as the Supply Chain Disruptions Task Force and the CHIPS Act, to address supply chain issues and strengthen U.S. supply capabilities, including in the semiconductor industry.
(Source: FACT SHEET: Biden-Harris Administration Announces Supply Chain Disruptions Task Force to Address Short-Term Supply Chain Discontinuities)
Q: How does limiting China's access to key technologies like artificial intelligence and semiconductor production impact the supply chain?
A: Choking off China's access to key technologies, such as artificial intelligence (AI) and semiconductor production, has been raised as a strategy to limit China's influence and maintain U.S. dominance in the supply chain.
(Source: Choking off China's Access to the Future of AI)
While the specific frequently asked questions may not be available, these sources provide insights into the importance of semiconductor supply chains, U.S. initiatives to address supply chain disruptions, and the broader strategic implications of China's involvement in the semiconductor industry. You can explore these sources for more detailed information.