【Abstract】

In May 2019, the Trump administration added top Chinese chipmakers such as Huawei and SMIC into the U.S. Department of Commerce's "Entity List", which start a technology war between the U.S. and China. The technology war indicates that the U.S. is shifting from a "comprehensive blockade" to a "precise blockade” to Chinese semiconductor. In the face of the severe chip supply situation under the epidemic, the Biden administration's "reshaping" of the semiconductor supply chain has created an unprecedented challenge to East Asia's semiconductor production centers, including China.

Semiconductors have a high strategic military value and are at the heart of a range of advance technologies. Since World War II, the United States has historically had the ability to defend its absolute superiority in the semiconductor field. This report reviews the U.S. approach to fighting and defending dominance in the semiconductor field, and explores how China's semiconductor industry can seize development opportunities against the backdrop of the pressure generated by the U.S. defense of the semiconductor industry.