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
Abstract
This paper evaluates the US government's expanding export controls on Huawei. There are four major findings. First, Chinese efforts to replace American capital equipment and electronic design automation (EDA) tools with homegrown alternatives are very unlikely to succeed. Second, the impact on Huawei will depend on the availability of international alternatives to American technology. Third, these constraints will not knock Huawei out of the telecommunications industry. Finally, the longer-term costs for American capital equipment and EDA tool vendors could loom large as foreign customers perceive American-made or -designed products as carrying significant political risk and strive to develop alternative sources.
Document Details
- Document Type
- Technical Report
- Publication Date
- Nov 01, 2020
- Accession Number
- AD1116896
Entities
People
- Douglas B. Fuller
Organizations
- Johns Hopkins University Applied Physics Laboratory