The technology war between the United States and China has taken a new turn with the emergence of RISC-V, an open-source chip technology. As China intensifies its focus on RISC-V as an alternative to reduce reliance on foreign technologies,RISC-V, known for its versatility and suitability for specialized chips in AI and mobile devices, has garnered significant attention in recent years.
The heightened scrutiny from the US stems from concerns about the implications of China’s increasing dominance in RISC-V. Lawmakers have urged the Biden administration to take action to prevent China from leveraging RISC-V to its advantage, citing potential risks to US national security and economic interests. The Commerce Department’s review aims to assess these concerns and explore potential measures to address them.
Google’s recent decision to remove RISC-V support from the Android kernel has further enhanced tensions surrounding the technology. While this move may impede RISC-V chip vendors targeting Android systems, analysts suggest that developers could potentially restore RISC-V support with additional effort. Nevertheless, the implications of Google’s decision highlight the broader ramifications of the US-China technological competition on global innovation and supply chains.
However, controlling China’s access to RISC-V technology presents a formidable challenge for US policymakers. The relocation of RISC-V International to Switzerland in 2020 was a strategic move aimed at insulating the organization from geopolitical influences and limiting US regulatory options. Imposing restrictions on RISC-V could disrupt the global supply chain and also hinder US companies’ participation in international RISC-V development efforts.
As the Commerce Department navigates these complexities, it must strike a delicate balance between safeguarding national security interests and preserving the competitiveness of US companies in the global marketplace. The outcome of this review will not only shape the future trajectory of RISC-V technology but also influence the broader dynamics of the US-China technological rivalry.
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