DRIVERS OF INDUSTRIAL POLICIES AND SINO-AMERICAN ECONOMIC COMPETITION IN THE SEMICONDUCTOR INDUSTRY
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Authors
Ferns, Matthew D.
Subjects
semiconductor
industrial policy
economic competition
export controls
China
United States
national security
economic goals
domestic politics
industrial policy
economic competition
export controls
China
United States
national security
economic goals
domestic politics
Advisors
Huntley, Wade L.
Date of Issue
2024-06
Date
Publisher
Monterey, CA; Naval Postgraduate School
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Abstract
The semiconductor industry has emerged as a contested industry drawing government involvement worldwide. China and the United States have enacted industrial policies and increased economic competition in this industry, which has resulted in heightened tension in the relationship between the two states. This thesis examines the drivers of semiconductor-related industrial policies and the intensification of economic competition between China and the United States. It categorizes key decisions as driven by economic goals, national security concerns, domestic politics, or a combination of the three drivers. This thesis finds that Chinese semiconductor policy decisions were previously primarily driven by economic goals but have shifted focus toward national security in recent years. The United States’ semiconductor policy goals were previously relatively evenly split between the three drivers but have also shifted focus toward national security in recent years. The increased prioritization of policies aimed at improving national security is not exclusively tied to the semiconductor industry. If national security concerns continue to rise in prominence in China and the United States, it is likely that national security will impact decisions in other sectors and indicate future competition between China and the United States in a broader context.
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Thesis
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Distribution Statement
Distribution Statement A. Approved for public release: Distribution is unlimited.
Rights
This publication is a work of the U.S. Government as defined in Title 17, United States Code, Section 101. Copyright protection is not available for this work in the United States.