China’s Semiconductor Industry under US Restrictions

This article reviews US semiconductor export controls on China and argues that, with a second Trump administration—particularly regarding advanced process nodes and artificial intelligence (AI) chips—those restrictions will tighten even further. In response, China has ramped up investments across it...

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Main Author: Ke DING
Format: Article
Language:English
Published: World Scientific Publishing 2025-06-01
Series:East Asian Policy
Online Access:https://www.worldscientific.com/doi/10.1142/S1793930525000169
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author Ke DING
author_facet Ke DING
author_sort Ke DING
collection DOAJ
description This article reviews US semiconductor export controls on China and argues that, with a second Trump administration—particularly regarding advanced process nodes and artificial intelligence (AI) chips—those restrictions will tighten even further. In response, China has ramped up investments across its entire semiconductor ecosystem, steadily enhancing self-sufficiency at every stage of the supply chain. Looking ahead, China’s global influence in the mature-process chip sector is expected to continue growing. In addition, it is likely to prioritise the development of next-generation semiconductor technologies while promoting the expansion of digital ecosystems centred on Chinese semiconductors throughout the Global South.
format Article
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issn 1793-9305
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publishDate 2025-06-01
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record_format Article
series East Asian Policy
spelling doaj-art-428cbbf3fa954e59921d0d437fff71922025-08-20T03:13:26ZengWorld Scientific PublishingEast Asian Policy1793-93052251-31752025-06-01170212614210.1142/S1793930525000169China’s Semiconductor Industry under US RestrictionsKe DINGThis article reviews US semiconductor export controls on China and argues that, with a second Trump administration—particularly regarding advanced process nodes and artificial intelligence (AI) chips—those restrictions will tighten even further. In response, China has ramped up investments across its entire semiconductor ecosystem, steadily enhancing self-sufficiency at every stage of the supply chain. Looking ahead, China’s global influence in the mature-process chip sector is expected to continue growing. In addition, it is likely to prioritise the development of next-generation semiconductor technologies while promoting the expansion of digital ecosystems centred on Chinese semiconductors throughout the Global South.https://www.worldscientific.com/doi/10.1142/S1793930525000169
spellingShingle Ke DING
China’s Semiconductor Industry under US Restrictions
East Asian Policy
title China’s Semiconductor Industry under US Restrictions
title_full China’s Semiconductor Industry under US Restrictions
title_fullStr China’s Semiconductor Industry under US Restrictions
title_full_unstemmed China’s Semiconductor Industry under US Restrictions
title_short China’s Semiconductor Industry under US Restrictions
title_sort china s semiconductor industry under us restrictions
url https://www.worldscientific.com/doi/10.1142/S1793930525000169
work_keys_str_mv AT keding chinassemiconductorindustryunderusrestrictions