A policy paper by former US intelligence analyst Christian Chung proposes a "Compete-Counter-Cooperate" framework to sustain US AI dominance over China through export controls. The framework calls for: restrictive controls on semiconductor manufacturing equipment (particularly DUV systems below 20nm), formalized cloud compute leasing restrictions via new licensing requirements, deeper intelligence integration at the Commerce Department for proactive enforcement, and a CoCOM-style multilateral coalition spanning US allies in semiconductors and the EU. The author argues that current controls leak significantly through front companies, domestic sales, and cloud service workarounds, and that treating controls as tradeable in broader trade deals undermines long-term strategic advantage. This represents articulation of an emerging policy consensus on how export controls should be weaponized structurally in US-China technology competition, with direct implications for US semiconductor and cloud compute vendors' market access and operating models in China.
439 other tracked developments touching the same claims.