21/08/2025
In an opinion article published in China Daily on August 21, 2025, Professor Julien Chaisse analyzes how recent U.S. export-control enforcement and China’s counter-measures on critical mineral supplies are reshaping global semiconductor supply chains. He argues that while both Washington and Beijing frame these steps as national security measures rather than trade war tactics, their cumulative effect is driving higher costs, longer timelines, and the gradual emergence of two parallel technology systems; one anchored around the U.S. and the other around China.
Professor Chaisse warns that such restrictions risk slowing innovation by disrupting the scale, openness, and cross-border collaboration that major breakthroughs rely on. He concludes that the semiconductor contest is not merely about trade balances but about who sets the rules, controls key tools, and shapes the future of global technological progress.
Julien Chaisse, “Intertwined economies, diverging systems,” China Daily, August 21, 2025.
Read the full article here: https://www.chinadaily.com.cn/a/202508/21/WS66c52b9da31095c51c50b3f9.html
