The EDA Chokepoint Dilemma? Openness, Oligopolies, and China's Ecosystem

Jan-Peter Kleinhans

Institute on Global Conflict and Cooperation, Working Paper Series from Institute on Global Conflict and Cooperation, University of California

Abstract: One of the fiercest domains of U.S.-China technology rivalry centers around semiconductors, which enable advances in a range of strategic and essential sectors—from communications and computing, to healthcare, military systems, and transportation. For policymakers interested in stymying Chinese advances in semiconductors, the perfect chokepoint to exploit through export restrictions is a product that plays an indispensable role in the broader ecosystem and is controlled by very few companies with high market-entry barriers. This paper reviews experience with one such product: electronic design automation (EDA) tools. The author argues that the U.S. and allied governments can use EDA as a chokepoint to curb China’s chip design capabilities in the medium term, but that they should also strengthen incentives for the development and adoption of open-source EDA tools by the broader industry. Supporting the development of open-source EDA tools does not diminish their market dominance at the cutting-edge but “democratizes” chip design at the trailing-edge and mature nodes—of high relevance for industrial, automotive, and health applications.

Keywords: Social and Behavioral Sciences; Technology; geopolitics; economic security; export controls (search for similar items in EconPapers)
Date: 2022-12-09
New Economics Papers: this item is included in nep-cna
References: Add references at CitEc
Citations:

Downloads: (external link)
https://www.escholarship.org/uc/item/16d3b8z5.pdf;origin=repeccitec (application/pdf)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:cdl:globco:qt16d3b8z5

Access Statistics for this paper

More papers in Institute on Global Conflict and Cooperation, Working Paper Series from Institute on Global Conflict and Cooperation, University of California
Bibliographic data for series maintained by Lisa Schiff ().