Abstract

In the emerging hi-tech cold war, the United States government's chokepoint policy is to limit China's access to cutting-edge semiconductor technology. It is becoming increasingly important for China's future development that it establish an indigenous semiconductor supply chain. This section details China's policies and growth in the semiconductor industry, and assesses the strengths and weaknesses of major Chinese companies in the IC supply chain. Strategic supply chain analysis reveals that China's semiconductor sector is robust despite pressure from the United States.

Keywords

• US-China Technology War,
• Semiconductor industry,
• China supply chain,
• Indigenous innovation

References

• Feng, K., & Li, Y. (2020). Employee Ownership and Industrial Innovation. China Review, 20 (4), 39–68.
• Fuller, D. B. (2016). Paper Tigers, Hidden Dragons: Firms and the Political Economy of China’s Technological Development. Oxford University Press.
• Fuller, D. (2021). China’s Counter-Strategy to American Export Controls in Integrated Circuits. China Leadership Monitor, Issue No. 67 (Spring).
• Hu, Q. (2006). Road to Chips: Records from Ultra Large-Scale Integrated Circuit Project 909 (in Chinese). Beijing: Electronics Industry Press.
• Lazonick, W., & Li, Y. (2013). China’s Path to Indigenous Innovation.
• Working Paper.
• Li, Y. (2016). State, Market, and Business Enterprise: Development of the Chinese Integrated Circuit Foundries. In Y. Zhou, W. Lazonick, & Y. Sun (Eds.), China as an Innovation Nation (pp. 306–332). Oxford, UK: Oxford University Press.
• Li, Y. (2017). Innovation Pathways in the Chinese Economy. PhD Dissertation, Georgia Institute of Technology.
• Mays, S. K. (2013). Rapid Advance: High Technology in China in the Global Electronic Age. PhD Dissertation, Columbia University.
• Simon, D., & Rehn, D. (1987). Innovation in China’s Semiconductor Components Industry: The Case of Shanghai. Research Policy, 16(5), 259–277.
• State Council of the People’s Republic of China. (2015). Made in China 2025 Technical Area Roadmap. (In Chinese), October 29, 2015. Retrieved from http://www.cae.cn/cae/html/files/2015-10/29/ 20151029105822561730637.pdf.
• Xi, J. (2016). Talk at the Cyber Security and Information Work Forum. (In Chinese), April 19, 2016. Retrieved from http://jhsjk.people.cn/ article/28303771.
• Xi, J. (2020). Talk at Scientists’ Forum. (In Chinese), September 11, 2020.
• Retrieved from http://jhsjk.people.cn/article/31858850.

This work is licensed under a Creative Commons Attribution 4.0 International License.