About the Book
This white paper examines the challenges posed by the U.S.’s renewed export restrictions on advanced semiconductors and related technologies to China in 2024. The re-election of Donald Trump has brought a stronger “America First” approach, with measures aimed at curbing China’s access to critical technologies like AI-specific chips and quantum computing. These restrictions are disrupting global semiconductor supply chains, forcing companies to re-evaluate dependencies, redesign products, and shift production hubs to mitigate risks.
The analysis explores the fragmentation of the semiconductor market into U.S.-aligned and China-aligned ecosystems, highlighting how companies are adapting through supplier diversification, increased R&D investment, and reshoring efforts. For policymakers, the paper recommends international collaboration to harmonize export controls and secure supply chains. This paper underscores the urgent need for strategic adjustments in a bifurcated semiconductor landscape while balancing innovation and security.
