How and why the United States is banning exports of semiconductors, software and tools to some of the world’s largest companies. Former Obama administration official Kevin Wolf joins to explain US export control law including the “Entity List,” and how recent US government actions impact Huawei, SMIC, American companies, and foreign semiconductor manufacturers like TSMC and Samsung (32:35).
• Chad P. Bown. 2020. How the United States marched the semiconductor industry into its trade war with China, East Asian Economic Review.
• Martin Chorzempa. 2020. Excessive export controls to protect US national security and innovation could compel firms to move overseas. PIIE Realtime Economic Issues Watch, 20 October.
• The Economist. 2020. Is there an alternative to Huawei? OpenRAN could be it, 7 November.
• Yuan Yang. 2020. Huawei’s revenue growth slows as US tightens sanctions. Financial Times, 23 October.