Analysis: Washington Will Rethink Its Foreign Chip Strategy

(Oxford Analytica) — The U.S. Commerce Department’s recent request for firms involved in the global semiconductor supply chain to submit information about their business operations, backed by threats of compulsion in the event of non-compliance, has drawn opposition from key foreign companies such as TSMC and Samsung, supported by their governments. Follow-on action from Washington and responses from foreign actors will shape the U.S. government’s adversarial policy towards China in semiconductors and other strategic technologies.