Foreign firms are forecast to supply over half of China’s chip consumption until at least 2026, according to IC Insights, a U.S. semiconductor research group. This is, of course, how the U.S. wants it to be. Since advanced microchips are critical to 21st-century technological supremacy, the U.S. has a strong incentive to subvert China’s ambitions and has, over the past seven years, instituted a series of crippling sanctions on semiconductors.
“If you think of technology as a key enabler of economic, political and military power, you do not want to see your adversary become the one that prevails in technological competition, where there is so much at stake,” says Martijn Rasser, a Senior Fellow at the Center for a New American Security and former C.I.A. analyst. “The emphasis [in the U.S.] is now shifting from keeping China a few generations behind [in semiconductors] to making the gap in capabilities as large as possible.”
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Author
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Martijn Rasser
Former Senior Fellow and Director, Technology and National Security Program
Martijn Rasser is the former Senior Fellow and Director of the Technology and National Security Program at CNAS. Prior to joining CNAS, Rasser served as a senior intelligence ...
