Nick Florous, PhD’s Post

The US-China semiconductor competition has entered new territory, with key US allies and partners now firmly siding with Washington, forcing Beijing to change course in order to achieve its strategic objectives. My latest article, for South China Morning Post SCMP.

Global Cooperation and reformed global priorities by the US and others will be the key to successful export controls going forward

'Bolstering and Securing Semiconductor Supply Chains', a study from the National Bureau of Asian Research, focusing on Japan, the United States and China https://ow.ly/yext50Qa7Kr #china #japan #semiconductors #asiatechnews #deeptech #semicon #technologynews

“The Netherlands and Japan both refused senior U.S. officials’ requests for tighter export controls because these two key semiconductor supply chain countries wanted additional time to evaluate their existing export controls and to see who would win the upcoming U.S. election. Germany’s response was neutral, neither signaling support nor rejecting the U.S. officials’ requests. Since then, crickets. That leaves only the core tactic, which on its own is self-defeating. The competing semiconductor businesses of these key three semiconductor countries, along with South Korea and Taiwan, will simply vacuum up the abandoned American semiconductor market share in China. In those embarrassing parts of the advanced semiconductor supply chain where the semiconductor companies are completely absent from American shores, the sales to China will now still go through. …[W]e need a semiconductor export control strategy — not failed and self-defeating tactics. Our relationships with the Netherlands, Germany, South Korea, Japan and Taiwan are multifaceted and deep, and they contain within them many potential horse trades we could make if we were determined to create a binding semiconductor export control treaty among us that is focused on China, Russia, North Korea and Iran.” #semiconductors #chips #unitedstates #china #supplychain #tactics #policy #strategy #allies #export #controls #competition #threats #netherlands #germany #taiwan #japan #southkorea #negotiation #relationships #russia #northkorea #iran #trade #exports #economics #treaty

https://lnkd.in/dd79PsBA China 'dissatisfied' with Japan's chip equipment export controls. > Beijing issues muted initial response to new rules that took effect Sunday. #japan #china #Semiconductorindustry #electronics #semiconductor #supplychain #manufacturingtechnology #processtechnology #engineering #manufacturing #technology #computerchips #business #innovation #semiconductors #chips #chipmaker #foundry credit: nikkei asia

https://lnkd.in/g_VspJ24 Amkor technology to build $1.6 Billion assembly plat in Vietnam, as a U.S. and Vietnam strategic partnership in semiconductors. #amkor #unitedstates #vietnam #Semiconductorindustry #electronics #semiconductor #supplychain #manufacturingtechnology #processtechnology #engineering #manufacturing #technology #computerchips #business #innovation #semiconductors #chips #chipmaker #foundry credit: nikkei asia

Dear semiconductor/export control colleagues, below Is fascinating article on how China has been able to make advanced semiconductors despite the 2022 US ban. The amount of exports of advanced chip making equipment to China from the Netherlands and Japan is especially relevant, but is not the sole basis for SMICs and Huawei's recent progress. In my opinion, what the report does not adequately adress is Chinese domestic investment and innovation in 7nanometer chips -- as a result of the US restrictions. What do you think? XieXie Douglas

The U.S. seeks to smother China’s chip tech growth through allied export control The U.S. is urging its allies to enact stricter export regulations in an effort to curb China's advancement in chip technology.

CSIS Commentary: China’s Semiconductor Industry Advances despite U.S. Export Controls Paul Triolo stresses that the Chinese semiconductor industry is pursuing a multipart strategy to respond to U.S. choke points. China prefers connectivity with global industry but is focusing resources on technologies already under pressure or likely to face restrictions.

China ‘may come up with countermeasures’ as Japan’s chip export controls take effect: analyst -Japanese export controls on 23 crucial chip-manufacturing items took effect on Sunday. -"China has abundant countermeasures. For example, a potential ban on critical raw materials for manufacturing chips and targeted measures on foreign chip firms that follow the US and Japanese governments' moves in containing China," Ma said, noting that "these measures may come out soon." #xpcapital #Semiconductor #semiconductorindustry #semiconductors  #dram #nandflash #flashmemory #memory #server #ssd #ssds #cpu #ic #datacenter #Chip #price #PC #Chipmakers #MIC #Micron  #TSMC #Micro #Nvidia #Intel #SEOUL #SK #HBM3 #AMD #NVDA #KLA #NVIDIA