Publications on semiconductors and geopolitics


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China's Competitiveness in Semiconductors


2024 - 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

2023 - November

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

      Reva Goujon and Jan-Peter Kleinhans
      Rhodium Group

2023 - 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

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

2023 - 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

2022 - 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

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

2022 - 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

2021 - December

China's Rise in Semiconductors and Europe

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

2021 - June

Mapping China’s Semiconductor Ecosystem in Global Context

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

The Global Semiconductor Value Chain


2023 - October

Chip Diplomacy: Analysis of Technology Partnerships

      Julia Hess and Jan-Peter Kleinhans
      SNV Policy Paper

2023 - June

Who is Developing the Chips of the Future? RELOADED

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

2023 - April

Who is Funding the Chips of the Future?

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

2021 - November

Understanding the global chip shortages

      Jan-Peter Kleinhans and Julia Hess
      SNV Policy Paper

2021 - June

Who is Developing the Chips of the Future?

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

2020 - October

The Global Semiconductor Value Chain

      Jan-Peter Kleinhans and Nurzat Baisakova
      SNV Policy Paper

Strengthening Europe's Semiconductor Ecosystem


2024 - July

The Missing Strategy in Europe's Chip Ambitions

      Jan-Peter Kleinhans
      interface

2022 - September

EU Chips Act: The Crisis Response Toolbox

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

2022 - 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

2022 - 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

2021 - April

The Lack of Semiconductor Manufacturing in Europe

      Jan-Peter Kleinhans
      SNV Policy Paper

Opinion Pieces


2023 - October

Chipmaking subsidies are not the answer to supply security worries

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

2022 - September

Ohne Halbleiter-Strategie keine nachhaltige nationale Sicherheit

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

2021 - December

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

      Jan-Peter Kleinhans
      LinkedIn Post

2021 - September

Mapping China’s Place in the Global Semiconductor Industry

      John Lee and Jan-Peter Kleinhans
      Article at The Diplomat

2020 - 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

2020 - October

Geopolitics of the Global Semiconductor Value Chain

      Jan-Peter Kleinhans and Nurzat Baisakova
      Article at Directions

2020 - June

How Covid-19 changes the geopolitics of semiconductor supply chains

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

2020 - May

TSMC prepares for US-China chips decoupling

      Jan-Peter Kleinhans
      Opinion piece in TechNode

Hearings and Testimonies


2022 - June

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

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

2022 - May

Roundtable discussion @ Dutch Parliament

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