A public service announcement up front: This is the Chip Risk Monitor’s latest monthly installment, brought to you by Horizon Advisory’s team of supply chain and geopolitical intelligence analysts. The goal with the Chip Risk Monitor is to highlight the hidden risks buried in semiconductor dependencies on China and to move from awareness of those risks to…
Overview China’s interest in RISC-V technology has recently caught global attention with compelling reporting from Reuters and The New York Times as well as in-depth analysis from the Jamestown Foundation. The role of China’s “Big Tech” in Beijing’s RISC-V approach is an interesting – and revealing – feature of how China approaches opportunities in global…
A new year brings much of the same in the US-China techno-economic competition: The Chip War remains front and center in national and international headlines; the same holds among the policy making circles focused on sensing and shaping where Washington and Beijing are headed next. The US government has started deploying funds from its CHIPS…
The revamped October 7 semiconductor-focused export restrictions have had a couple months to fester – and will soon be over their Federal Register comment period. The new and improved measures aim to tighten US control over cutting-edge features of the semiconductor supply chain by adjusting chip thresholds covered by the restrictions, expanding the scope of…
The risk environment presented by China’s semiconductor champions and their global market presence demands new and expanded lines of both offense and defense from the US government and industry. A winning – and threat informed – strategy would feature: Private sector-led investment in critical industry chains, with the US government imposing costson those who do…
PRC industrial policy prioritizes the virtue of market share – even at the expense of optimizing for profit and technological progress as Western economic orthodoxy might dictate for firm behavior. Profit and technological progress do not necessarily register as metrics of success within the PRC industrial policy rubric; more so as inputs for accruing outsize…
China’s semiconductor champions pose a variety of risks to the security and prosperity of the United States. Intensified geopolitical competition around the supply chains that bring microelectronics to the market have brought new political, economic, regulatory, and compliance challenges for an integrated, global ecosystem. Horizon Advisory’s Chip Risk Monitor is a recurring source of risk…
China’s semiconductor champions pose a variety of risks to the United States. We can’t continue to overlook them. Yes, the U.S. government has taken action – putting companies on the Entity List, targeting them with export controls, et cetera. But it’s not enough. China’s semiconductor champions find loopholes. They reinvent themselves. And new champions emerge….
We submitted written testimony to the House Select Committee on the CCP for its July 26th hearing on “Commanding Heights: Ensuring U.S. Leadership in the Critical and Emerging Technologies of the 21st Century.” The full text may be found here, and the executive summary is below. The United States is in the throes of a…
Changxin Memory Technoloiges Inc. (CSMT, also translated as Changxin Storage Technologies Inc., is a critical node within the Chinese Communist Party’s (CCP’s) semiconductor industrial project. CXMT serves both a key technological role in China’s quest for semiconductor security and an important organizational role in guaranteeing coordination throughout the broader Chinese microelectronic ecosystem. CXMT’s founding and…
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