Comparison Japan-US and China-US semiconductor frictions and its enlightenment
Since the initiation of the trade war by the United States against China in 2018,the semiconductor industry has remained at the core of the bilateral tensions between the two countries.This study,through a comparative analysis of the Japan-US semiconductor friction during the 1970s to 1990s,identifies a shared fundamental rationale behind the U.S.'impact on the semiconductor industries of both nations:the preservation of its global economic and technological leadership.Moreover,China is constrained by more complex considerations involving international alliances,ideological differences,and military capabilities.Drawing enlightenment from Japan's historical experiences,the study reveals several lessons for the development of China's semiconductor industry:the imperative role of government leadership in fostering robust collaboration between enterprises,universities,and research institutions;the necessity of international opposition to collaborative"decoupling"efforts targeting China by the U.S.and other nations,resolutely thwarting the emergence of such exclusionary trends;and lastly,the enhancement of the domestic semiconductor supply chain to mitigate reliance on other countries.By implementing these measures,China's semiconductor industry can advance towards a more independent and sustainable path of development.