Publications on semiconductors and geopolitics

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July

The Missing Strategy in Europe's Chip Ambitions

      Jan-Peter Kleinhans
      interface

May

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

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

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

      Report from the Digital Power China Research Consortium
      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

November

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

      Reva Goujon and Jan-Peter Kleinhans
      Rhodium Group x SNV Policy Paper

October

Chip Diplomacy: Analysis of Technology Partnerships

      Julia Hess and Jan-Peter Kleinhans
      SNV Policy Paper

Chipmaking subsidies are not the answer to supply security worries

      Jan-Peter Kleinhans and Pranay Kotasthane
      Opinion piece in Nikkei Asia

September

A German Foreign Policy and Export Control Overhaul is Underway

      Julian Ringhof and Jan-Peter Kleinhans
      Chapter in The Post-October 7 World
      Report of the CSIS Wadhwani Center for AI

June

Who is Developing the Chips of the Future? RELOADED

      Julia Hess, Jan-Peter Kleinhans, Laurenz Hemmen, Lisa Koeritz
      SNV Data Brief

April

Who is Funding the Chips of the Future?

      Julia Hess, Wiebke Denkena, Jan-Peter Kleinhans, Pegah Maham
      SNV Data Brief

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

January

Challenges of a rising Chinese chip design ecosystem

      Jan-Peter Kleinhans and John Lee
      Chapter in Europe’s Strategic Technology Autonomy From China
      Report from the Digital Power China Research Consortium

December

The EDA Chokepoint Dilemma? Openness, Oligopolies, and China

      Jan-Peter Kleinhans
      Working Paper, University of California Institute on Global Conflict and Cooperation

China Semiconductor Observatory - Baseline Report 2022

      Jan-Peter Kleinhans and John Lee
       China Semiconductor Observatory

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

September

Ohne Halbleiter-Strategie keine nachhaltige nationale Sicherheit

      Jan-Peter Kleinhans, Julia Hess
      Artikel bei 49security - Impulse für die Nationale Sicherheitsstrategie

EU Chips Act: The Crisis Response Toolbox

      Jan-Peter Kleinhans, Julia Hess
      Governments' role in the global semiconductor value chain III
      SNV Policy Paper

July

EU Chips Act: Long-term government value chain mapping

      Julia Hess, Jan-Peter Kleinhans
      Governments' role in the global semiconductor value chain II
      SNV Policy Paper

June

EU Chips Act: Challenges of government monitoring of the supply chain

      Jan-Peter Kleinhans, Julia Hess, Wiebke Denkena
      Governments' role in the global semiconductor value chain I
      SNV Policy Paper

Testimony @ U.S.-China Economic and Security Review Commission

      Jan-Peter Kleinhans
      Hearing on "U.S.–China Competition in Global Supply Chains"

May

Roundtable discussion @ Dutch Parliament

      Jan-Peter Kleinhans
      Dutch Parliamentary Committee on Economic Affairs and Climate Policy

January

Europe’s Dependence on Chinese Semiconductor Manufacturing

      Jan-Peter Kleinhans and John Lee
      Chapter in China’s Digital Power: Assessing the Implications for the EU
      Report from the Digital Power China Research Consortium

December

Europe didn't have 44% of global chip production capacity in the 90s.

      Jan-Peter Kleinhans
      LinkedIn Post

China's Rise in Semiconductors and Europe

      Jan-Peter Kleinhans and John Lee
      MERICS x SNV Policy Paper

November

Understanding the global chip shortages

      Jan-Peter Kleinhans and Julia Hess
      SNV Policy Paper

September

Mapping China’s Place in the Global Semiconductor Industry

      John Lee and Jan-Peter Kleinhans
      Article at The Diplomat

June

Mapping China’s Semiconductor Ecosystem in Global Context

      John Lee and Jan-Peter Kleinhans
      MERICS x SNV Policy Paper

Who is Developing the Chips of the Future?

      Jan-Peter Kleinhans, Pegah Maham, Julia Hess, Anna Semenova
      SNV Data Brief

April

The Lack of Semiconductor Manufacturing in Europe

      Jan-Peter Kleinhans
      SNV Policy Paper

December

Would China Invade Taiwan for TSMC?

      John Lee and Jan-Peter Kleinhans
      Article at The Diplomat

Taiwan, Chips, and Geopolitics: Part 1

      John Lee and Jan-Peter Kleinhans
      Article at The Diplomat

October

Geopolitics of the Global Semiconductor Value Chain

      Jan-Peter Kleinhans and Nurzat Baisakova
      Article at Directions

The Global Semiconductor Value Chain

      Jan-Peter Kleinhans and Nurzat Baisakova
      SNV Policy Paper

June

How Covid-19 changes the geopolitics of semiconductor supply chains

      Pranay Kotasthane and Jan-Peter Kleinhans
      Opinion piece in South China Morning Post

May

TSMC prepares for US-China chips decoupling

      Jan-Peter Kleinhans
      Opinion piece in TechNode