Allied Perspectives on Semiconductor Export Controls
On October 7, 2022, the United States enacted a new set of export controls designed to choke off China's access to the future of military artificial intelligence (AI) capabilities. In doing so, the October 7 regulations marked a significant change from nearly three decades of U.S. trade and technology policy toward China. Though the end target of the October 7 export controls was China's military AI development, the means to that end was restricting U.S. exports of advanced semiconductor technology. As such, October 7 marks not only a turning point in geopolitical history but also a turning point for the global semiconductor industry and the countries at the center of semiconductor value chains.
The United States is the overall leader in the global semiconductor industry, but other U.S. allies—particularly Japan, the Netherlands, Taiwan, South Korea, and Germany—also play critical roles. Thus, the U.S. policy's long-term success depends upon the governments' actions in those other key countries. This inspired a compendium of essays written by a distinguished group of international experts with a rich understanding of the global semiconductor industry and its geopolitical dimensions. Each of their essays provides an overview of the situation facing their home country or region in the post-October 7 era.
Editor of the report and CSIS director, Gregory C. Allen, will discuss the implications of these controls and reflect on their past, present, and future. The event will close with a panel discussion featuring six of the compendium authors:
Director, Project on Trade and Technology and Senior Fellow, Scholl Chair in International Business
Senior Strategy Executive Director, Industry, Science and Technology International Strategy Center
Analyst, Mercator Institute for China Studies
Director, Stiftung Neue Verantwortung
Senior Research Fellow, Clingendael Institute
Research Fellow, Korea Institute for International Economic Policy
This compendium is part of a year-long collaborative effort between multiple programs at CSIS on multilateral technology and economic security cooperation.
This report was made possible by the generous support of the CSIS Strategic Investment Fund as well as the Survival and Flourishing Fund.