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Paper offers glimpse of Beijing’s response to export controls

Paul van Gerven
Leestijd: 1 minuut

China should research itself toward a commanding position in the semiconductor industry, two scientists wrote in the bulletin of the Chinese Academy of Sciences (CAS). According to several media reports, the pair proposes to accumulate a patent portfolio for next-gen semiconductor technologies, including new materials, components and manufacturing techniques. The paper also identifies practical challenges for the domestic chip industry, such as a talent shortage and a lack of funding for fundamental research.

While not an official government document, publication on CAS’ social media channel implies that Beijing approves of the proposal. As such, it may provide a first glimpse of how China intends to respond to the semiconductor manufacturing equipment export restrictions issued by the US, which Japan and the Netherlands will join.

It’s not yet clear what equipment China will continue to have access to, and therefore which chip nodes it can freely continue to involve itself with. A ban on immersion DUV equipment seems a virtual certainty, but the fate of less advanced DUV equipment hangs in the balance.

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