Gregory C. Allen, the director of the Wadhwani Center for AI and Advanced Technologies at the Center for Strategic and International Studies (CSIS), has raised concerns about China's advancing semiconductor technology despite U.S. export controls. In a commentary published on October 6, Allen discussed the launch of Huawei's Mate60 Pro smartphone, which features a 7 nm chip manufactured by Chinese company Semiconductor Manufacturing International Corporation (SMIC). The smartphone marks Huawei's comeback in the 5G smartphone market after facing strict U.S. Department of Commerce export controls.
Allen argues that Huawei's position as a leader in the Chinese government-backed team gives the company a privileged position to influence semiconductor policymaking. He also highlights the potential military implications of China's advancement in chip production, raising questions about the effectiveness of the current U.S. approach. While Chinese production has not yet reached the same level as other countries, it is closing the gap.
According to Allen, the U.S. faces challenges in limiting China's access to advanced AI chips due to flaws in existing export control policies. He emphasizes the need for better intelligence, expanding restrictions on third-party sales, and strengthening export control regimes to protect against unauthorized knowledge transfers and actions of overseas subsidiaries. Allen suggests that the U.S. should consider including more allies in export control efforts and investing in improved analytical and enforcement capacity to ensure a secure and effective export control system.
The launch of Huawei's Mate60 Pro smartphone with a 7 nm chip manufactured by SMIC has been celebrated by Chinese media as a sign of resilience against U.S. sanctions. However, Allen's commentary highlights the need for policymakers to address critical questions regarding China's advancing semiconductor technology and its potential impact on national security and interests.
As China continues to make strides in semiconductor technology, it is crucial for the U.S. and its allies to coordinate efforts to address China's export control evasion. This coordination, along with the expansion and enforcement of export control policies, is necessary to ensure a secure and effective export control system that protects national interests.
