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China Presses a Weakness in America’s Tech Policy
['Senior Fellow', 'Director', 'Center On Europe', 'Nonresident', 'China Center', 'Mark Montgomery', 'Chi-Chang Tsai', 'Pao-Yang Shen', 'Ting-Yu Wang', 'Hudson Institute']
Hudson Institute
Washington has spent the past decade working to secure choke points of the semiconductor industry: fabrication plants, lithography equipment, advanced packaging, critical minerals and the handful of companies that dominate each.
Now a new choke point has emerged in part of the industry that policymakers have barely considered: the instruction set architecture, or ISA.
ISAs are the language through which software tells a chip’s processor what to do, such as perform calculations, move data or execute commands in a program.
The two operate through different business models: x86 is used almost exclusively by Intel and AMD, while Arm historically has licensed its technology broadly to other chip designers.
Read in Wall Street Journal.