Semiconductors & Supply Chains
Analyzing China's semiconductor ambitions, global chip supply chains, and the geopolitical implications of technology competition in the chip industry.
The Semiconductor Landscape
Chip Dependencies
China remains heavily dependent on foreign semiconductor manufacturing equipment, particularly from ASML, Applied Materials, and Tokyo Electron.
Manufacturing Gap
Despite massive investment, China still trails by 2-3 generations in advanced chip manufacturing, particularly for nodes below 7nm.
Supply Chain Complexity
The semiconductor supply chain involves dozens of countries, making complete self-sufficiency nearly impossible for any single nation.
Export Controls Impact
US export controls have significantly impacted China's access to advanced chipmaking tools and AI chips.
Why Semiconductors Matter
Semiconductors are the foundation of modern computing and artificial intelligence. The ability to design and manufacture advanced chips has become a critical factor in national competitiveness and security.
Our research examines China's multi-billion dollar efforts to build a domestic semiconductor industry, the effectiveness of export controls, and the broader implications for global technology supply chains.