Publications focusing on China

I've been fortunate to collaborate with talented researchers to explore China's semiconductor ecosystem and the US-China technology rivalry's impact on Europe.

Digital Power China

The Digital Power China Research Consortium is a pan-European network of researchers lead by Tim Rühlig focusing on the nexus of China's increasing competitiveness in digital technologies and its impact on Europe.

2024 - May

Reverse Dependency: Making Europe’s Digital Technological Strengths Indispensable to China

      Introduction: Reverse Dependencies on China
      Tim Rühlig and Jan-Peter Kleinhans
      Chapter 2: Lithography: Is the EU’s Equipment a Strategic Chokepoint?
      Jan-Peter Kleinhans and John Lee
      Chapter 8: Automotive Chips: a European Chokepoint?
      John Lee and Jan-Peter Kleinhans

2023 - January

Europe’s Strategic Technology Autonomy From China

Chapter 2: Challenges of a rising Chinese chip design ecosystem
Jan-Peter Kleinhans and John Lee

2022 - January

China’s Digital Power: Assessing the Implications for the EU

Chapter 1: Europe’s Dependence on Chinese Semiconductor Manufacturing
Jan-Peter Kleinhans and John Lee

Rhodium Group

Together with Reva Goujon from Rhodium Group we analyzed the impact of the US export controls on semiconductor technologies since October 2022.

2024 - May

Thin Ice: US Pathways to Regulating China-Sourced Legacy Chips

Reva Goujon, Jan-Peter Kleinhans and Laura Gormley
Rhodium Group

2023 - November

All In: US Places a Big Bet with October 17 Controls

Reva Goujon and Jan-Peter Kleinhans
Rhodium Group

2023 - April

Running on Ice: China’s Chipmakers in a Post-October 7 World

Jan-Peter Kleinhans, Reva Goujon, Julia Hess, and Lauren Dudley
Rhodium Group x SNV Policy Paper

2022 - October

Freeze-in-Place: The Impact of US Tech Controls on China

Reva Goujon, Lauren Dudley, Jan-Peter Kleinhans, Agatha Kratz
Rhodium Group x SNV Policy Paper

China Semiconductor Observatory

Together with John Lee I was co-leading the China Semiconductor Observatory. From September 2022 to August 2024 we conducted 16 (bi)monthly deep-dives into China's semiconductor ecosystem for the European Commission and EU Member States.

2022 - November

China Semiconductor Observatory - Baseline Report 2022

Jan-Peter Kleinhans and John Lee

Mercator Institute for China Studies

The Mercator Institute for China Studies and interface (formerly SNV) teamed up to map China's competitiveness across the semiconductor value chain and its impact on Europe.