.Gregory_C_Allen: The tech war between China and the U.S. over advanced semiconductors is rapidly heating up, but the U.S. needs allies to win
. There are important non-U.S. suppliers of semiconductor manufacturing equipment—most notably in Japan and Europe—but these companies generally specialize in different technological areas and don’t sell products that replace U.S. technology.
The export controls against Russia, however, were broadly multilateral. In choosing to deploy the October 7th export controls unilaterally, the U.S. has taken a major risk—as the failure of early Cold War export controls shows.cut a deal The British Nene example is apt because China is decades behind the U.S. state of the art in some aspects of semiconductor technology, but key U.S. allies—including Japan, the Netherlands, Germany, South Korea, and Taiwan—are not.
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