On September 12 (local time), the U.S. BIS added 23 Chinese entities to its Entity List, baselessly alleging they “undermine U.S. national security or foreign policy interests.” Thirteen of these are IC firms, including industry leader Shanghai Fudan Microelectronics.
In recent years, the U.S. has overused “national security” and export controls to curb China’s tech growth—expanding its sanctions list from Huawei to now Fudan Microelectronics. For newly listed firms, accessing U.S. tech/products will face major hurdles, with potential supply cuts severely disrupting their operations.
China has firmly opposed this hegemonic move. Its Commerce Ministry called it unilateral bullying that prioritizes U.S. interests over others and harms global supply chains. The Foreign Ministry (via Spokesperson Guo Jiakun) noted the U.S. violated international law, vowing China will take necessary steps to protect its enterprises’ rights.
Despite pressure, China’s semiconductor industry presses on with independent R&D. Domestic firms and research institutions are collaborating to break through core IC technologies amid sanctions.
ICgoodFind:we see U.S. sanctions as both a challenge and a driver—pushing China’s IC industry to speed up localization and build stronger independent development capabilities.