Biden’s Latest Restrictions Against China
- A Non-Event?
TechInsights does not see US President Joe Biden’s latest tech investment restrictions against China having a meaningful impact on current Chip Market Research Services forecasts. However, for these new restrictions to be effective, the US is going to need to deeper alliances with key allies—namely Japan. This is necessitated by the need to limit further partnership between China and Japan as it relates to semiconductor equipment trade and investment, so US semiconductor equipment vendors aren’t further limited on a competitive level.
Closer alignment between the US and Japan is also necessary if Biden has any chance of limiting China’s access to advanced equipment to aid its growing semiconductor supply chain. Dive into the nuanced implications by reading the full article by Managing Director Carrie MacGillivray.
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