TheUSgovernmentnowrequireslicensesforAmericanfirmstoexportchipswithadvancedprocessingcapabilities, particularlythosecrucialforAIandmachinelearningtasks, whichcouldgiveChina a militaryorintelligenceadvantage.
Chinais a majorconsumermarketforUStechnologyfirms, especiallyforcompaniesthatproducehigh-endsemiconductors.
中国は米国のテクノロジー企業、特にハイエンド半導体を製造する企業にとって主要な消費市場である。
RestrictingaccesstothismarketcouldleadtorevenuelossesforAmericancompanieslikeNvidia, QualcommandIntel, allofwhichcountChinaas a significantpartoftheirsales.
Thisincludes a laser-producedplasmaEUVsource, whichinvolvesusing a CO2 lasertotargettinytindropletsin a specialisedchamber, creating a high-energyplasma.
AsRISC-V gainstractioninChina, itcouldleadto a parallelecosystemofAIchipsthatcompeteswithAmericandesigns, allowingChinesefirmstoinnovatemorefreelyandcaterto a growingdemandfornon-US-controlledtechnology.
Oneexampleistheshifttowardsiliconphotonics, a promisingtechnologyaimedatimprovingdatatransmissionspeedswithoutrelyingonconventionalsemiconductorprocesses.
Ifsuccessful, siliconphotonicscouldenableChinatoleapfrogtraditionalsemiconductormanufacturingmethods, providing a uniquecompetitiveadvantageinemergingtechnologies.