The 23rd installment of the Guest Contributor Programme (GCP) of the UK National China Committee (UKNCC) is centered on the question “What does the U.S.-China rivalry mean for the semiconductor industry?” Three experts, including Ting Dong, fellow at the Center for International Security and Strategy at Tsinghua University, were invited to share their insights on this issue.

Editor's commentary: The 23rd installment of the Guest Contributor Programme (GCP) of the UK National China Committee (UKNCC) is centered on the question “What does the U.S.-China rivalry mean for the semiconductor industry?” Three experts, including Ting Dong, fellow at the Center for International Security and Strategy at Tsinghua University, were invited to share their insights on this issue. Starting from the historical lineage of the semiconductor industry's development, Dong Ting's article provides an in-depth analysis of the evolution of U.S. semiconductor sanctions against China and their impact. The article emphasized that as the world's largest semiconductor consumer and a participant in the middle and lower reaches of the industry chain, China is not a direct competitor of semiconductor giants such as the United States. In the current geopolitical context, the zero-sum competition oriented by technological nationalism will not only harm the interests of Chinese enterprises, but also bring dilemmas to enterprises in other countries, such as South Korea, and will seriously affect the healthy development of the global semiconductor industry. The development of the semiconductor industry should depend on efficiency, quality and sustainability, rather than squeezing other countries' markets by any means.

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