That a company like ASML is still able to do substantial business with China, despite the latest export controls, illustrates the tricky course the U.S. government is currently having to steer. Washington is attempting to take effective unilateral action to stymie Chinaʼs progress in chip development, without alienating allies like the Netherlands. In effect, that still means allowing China to continue with less advanced chip manufacturing — the kind that ASMLʼs deep ultraviolet equipment enables.
“When you look at the impact of the rules, they will be fairly targeted on advanced chip production. It is not intended as a kick out punch for the Chinese chip industry,” says Emily Kilcrease, a fellow at the Center for a New American Security and former deputy assistant U.S. Trade Representative. She adds, however, that while the U.S.ʼs aim previously was to always keep the Chinese two steps back in semiconductor capabilities, now itʼs seeking to prevent them from advancing at all.
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Author
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Emily Kilcrease
Senior Fellow and Director, Energy, Economics and Security Program
Emily Kilcrease is a senior fellow and director of the Energy, Economics, and Security Program at the Center for a New American Security (CNAS). Her research focuses on the U....
