Abstract:The rise of China's semiconductor will endanger the U.S.economic interests,and national security has become a“Washington consensus”.The U.S.has taken the lead in launching a competitive semiconductor strategy against China,attempting to curb China's semiconductor development by imposing punitive tariffs,increasing investment restrictions,strengthening export controls,and enhancing U.S.semiconductor strength by increasing investment,implementing preferential policies,and cultivating talent to achieve the goal of maintaining U.S.semiconductor leadership.However,the U.S.competitive semiconductor strategy toward China faces real problems,including difficulty localizing the supply chain,hindering semiconductor technology innovation,and undermining the interests of allies.In the context of the power shift between China and the United States,the United States will place the enhancement of semiconductor competitiveness at the top of its semiconductor competition strategy with China in the future while launching a more precise technology decoupling against China and the semiconductor competition between China and the United States will become more and more intense.On this basis,this paper proposes three countermeasures for China to cope with the U.S.semiconductor competition strategy.First,strengthen dialogue and communication to reduce the U.S.strategic misjudgment of China;Second,find strategic breaks to break through the U.S.blockade;Third,build a domestic industrial ecology to achieve precise technological innovation.
秦琳. 美国对华半导体竞争战略的思想基础、竞争主线及局限[J]. 中国科技论坛, 2023(5): 172-180.
Qin Lin. The Origin of the U.S.Competitive Strategy for Semiconductors in China, the Main Lines of Competition and Limitations. , 2023(5): 172-180.
[1]BOWN C P.How the United States marched the semiconductor industry into its trade war with China[EB/OL].(2020-12-18)[2022-10-17].https://papers.ssrn.com/abstract=3751611. [2]SAIF K.Testimony before the United States senate committee on foreign relations advancing effective U.S.policy for strategic competition with China in the twenty-first century[EB/OL].(2021-03-17)[2022-10-27].https://cset.georgetown.edu/wp-content/uploads/SFRC-Testimony-Saif-Khan.pdf. [3]DAVID M,ROBERT D A. Competing with China:a strategic framework[EB/OL].(2020-08-31)[2022-09-04].https://itif.org/publications/2020/08/31/competing-china-strategic-framework/. [4]National Research Council.Securing the future:regional and national programs to support the semiconductor industry[M].Washington D C:National Academies Press,2003. [5]STEPHEN E.Moore's law under attack:the impact of china's policies on global semiconductor innovation[EB/OL].(2021-02-18)[2022-12-04].https://itif.org/publications/moores-law-under-attack-impact-chinas-policies-global-semiconductor/. [6]International Trade Administration.2016 Top markets report semiconductors and semiconductor manufacturing equipment[EB/OL].(2016-07-01)[2022-08-18].https://legacy.trade.gov/topmarkets/pdf/Semiconductors_Executive_Summary.pdf. [7]China's 13th five-year plan opportunities & challenges for the U.S.semiconductor industry[Z/OL].(2016-04-26)[2022-08-18].https://www.uscc.gov/sites/default/files/Jimmy%20Goodrich_Written%20Testimony%20042716.pdf. [8]China's new semiconductor policies:issues for congress[EB/OL].(2021-04-20)[2022-08-18].https://crsreports.congress.gov/product/pdf/R/R46767. [9]We will not let China steal our technology[EB/OL].(2018-08-03)[2022-12-04].https://www.yahoo.com/news/larry-kudlow-not-let-china-141028210.html. [10]U.S.-China Economic and Security Review Commission.2017 report to congress of the U.S.-China economic and security review commission[EB/OL].(2019-09-17)[2022-12-04].https://www.uscc.gov/sites/default/files/2019-09/2017_Annual_Report_to_Congress.pdf. [11]Why America should compete to win in advanced industries[EB/OL].(2022-04-11)[2022-12-04].https://itif.org/publications/2022/04/11/why-america-should-compete-win-advanced-industries/. [12]China's exaggerated semiconductor trade deficit no justification for mercantilist policies[R/OL].(2015-10-28)[2022-08-19].https://itif.org/publications/2015/10/28/china%E2%80%99s-exaggerated-semiconductor-trade-deficit-no-justification/. [13]Report to the president ensuring long-term U.S.leadership in semiconductors[EB/OL].(2017-01-06)[2022-08-19].https://obamawhitehouse.archives.gov/sites/default/files/microsites/ostp/PCAST/pcast_ensuring_long-term_us_leadership_in_semiconductors.pdf. [14]U.S.-China Economic and Security Review Commission.2018 report to congress of the U.S.-China economic and security review commission[EB/OL].(2018-11-01)[2022-12-04].https://www.uscc.gov/annual-report/2018-annual-report-congress. [15]Why the CHIPS act remains vital[EB/OL].(2022-04-26)[2022-08-19].https://cset.georgetown.edu/wp-content/uploads/Report-on-a-Page-Why-the-CHIPS-Act-Remains-Vital.pdf. [16]OWEN J D,WILL H.Sustaining and growing the U.S.semiconductor advantage:a primer[R/OL].[2022-09-03].https://cset.georgetown.edu/publication/sustaining-and-growing-the-u-s-semiconductor-advantage-a-primer/. [17]秦琳.美国智库对中美半导体竞争的观点分析及中国应对[J].智库理论与实践,2023,8(1):131-139. [18]GARY P,WILLY C.Restoring American competitiveness[EB/OL].(2009-08-01)[2022-08-19].https://hbr.org/2009/07/restoring-american-competitiveness. [19]SIA joins 120+ business leaders'call for swift enactment of competitiveness legislation[EB/OL].(2022-06-15)[2022-12-04].https://www.semiconductors.org/sia-joins-120-business-leaders-call-for-swift-enactment-of-competitiveness-legislation/. [20]Fact sheet:CHIPS and science act will lower costs,create jobs,strengthen supply chains,and counter China[EB/OL].(2022-08-09)[2022-08-20].https://www.whitehouse.gov/briefing-room/statements-releases/2022/08/09/fact-sheet-chips-and-science-act-will-lower-costs-create-jobs-strengthen-supply-chains-and-counter-china/. [21]2020 state of the U.S.semiconductors industry[EB/OL].(2021-08-19)[2022-12-04].https://www.semiconductors.org/wp-content/uploads/2020/07/2020-SIA-State-of-the-Industry-Report-FINAL-1.pdf. [22]DOUGLAS B F.Cutting off our nose to spite our face:US policy toward Huawei and China in key semiconductor industry inputs,capital equipment,and electronic design automation tools[EB/OL].(2020-11-01)[2022-11-04].https://www.jhuapl.edu/Content/documents/Fuller-Semiconductors.pdf. [23]秦琳.美国对华半导体竞争战略探析[J].当代美国评论,2022,6(3):63-86,128. [24]霍楚尔州长和多数党领袖舒默宣布大型半导体供应链制造商爱德华先进科技公司将在杰纳西郡建设 3.19 亿美元的设施[EB/OL].(2022-11-04)[2022-12-04].https://www.governor.ny.gov/sites/default/files/2022-11/11.02.22.rel_.CHAIN_Chinese.pdf. [25]GEORGE C.Two pseudo-facts about semiconductors that could distort the CHIPS act(Part 4)[EB/OL].(2021-11-30)[2022-09-04].https://www.forbes.com/sites/georgecalhoun/2021/11/30/two-pseudo-facts-about-semiconductors-that-could-distort-the-chips-act/. [26]The positive impact of the semiconductor industry of the American workforce and how federal industry incentives will increase domestic jobs[EB/OL].(2021-08-19)[2022-12-04].http://www.semiconductors.org/wp-content/uploads/2021/05/SIA-Impact_May2021-FINAL-May-19-2021_2.pdf. [27]Strengthening the global semiconductor supply chain in an uncertain era[EB/OL].(2021-08-19)[2022-12-04].https://www.semiconductors.org/wp-content/uploads/2021/05/BCG-x-SIA-Strengthening-the-Global-Semiconductor-Value-Chain-April-2021_1.pdf. [28]The growing challenge cover title of semiconductor subtitle series title design leadership[EB/OL].(2022-11-29)[2022-12-04].https://www.semiconductors.org/wp-content/uploads/2022/11/2022_The-Growing-Challenge-of-Semiconductor-Design-Leadership_FINAL.pdf. [29]Semiconductor export restrictions could harm U.S.companies,industry says[EB/OL].(2022-11-04)[2022-12-04].https://broadbandbreakfast.com/2022/11/semiconductor-export-restrictions-could-harm-u-s-companies-industry-says/. [30]2022 SIA Factbook[EB/OL].(2022-05-05)[2022-12-04].https://www.semiconductors.org/wp-content/uploads/2022/05/SIA-2022-Factbook_May-2022.pdf. [31]Assessing the scope of U.S.visa restrictions on Chinese students-center for security and emerging technology[EB/OL].(2021-02-01)[2022-12-04].https://cset.georgetown.edu/publication/assessing-the-scope-of-u-s-visa-restrictions-on-chinese-students/. [32]Chipmaker CEO says Washington's anti-China tech blockade is a bad idea[EB/OL].(2021-04-23)[2022-12-04].https://www.politico.eu/article/europe-tech-sovereignty-china-peter-wennink-asml/. [33]Changes in China's consumer market and Korean companies' strategies[EB/OL].(2021-03-16)[2022-12-04].http://www.kita.org/about/newsView.do?no=2584. [34]Why Biden is unleashing a full-scale chip war against China[EB/OL].(2022-11-02)[2022-12-04].https://www.workers.org/2022/11/67483/. [35]China chases chip-factory dominance and global clout[EB/OL].(2022-07-24)[2022-12-04].https://www.wsj.com/articles/china-bets-big-on-basic-chips-in-self-sufficiency-push-11658660402.