Industry Analysis
RISC-V is emerging as a pivotal battleground in the U.S.-China semiconductor rivalry. Current U.S. export controls fail to address the risks posed by open-source architectures, enabling China to circumvent advanced node restrictions and advance its AI and military-civil fusion strategies. This undermines traditional EUV supply chains and forces global players to reassess compliance and licensing costs. As China exploits 'military-civil fusion' to penetrate high-end chip markets, the U.S. must urgently update regulations to prevent open-source tools from becoming technological backdoors. In the short term, chip designers may adopt stricter IP safeguards, while long-term consequences could see the rise of RISC-V-based domestic ecosystems. Policy delays risk deepening geopolitical fragmentation, particularly affecting collaboration between Taiwan, China and the U.S. in AI chip development.
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