국회도서관 국가전략정보포털

Title page

Contents

Executive Summary 2

Introduction 5

Methodology and Scope 8

Finding 1: The PLA Places Orders for U.S.-Designed AI Chips 11

Finding 2: The PLA's Intermediary Suppliers are Rarely Named in U.S. Export Control Lists 13

What to Do About It: Three Ways to Play a Dangerous Game 16

Whack-a-Mole 16

Pull the Trigger 18

Stay the Course 20

Another Path? 21

Conclusion 22

Disclaimer 23

Authors 23

Acknowledgments 23

Appendix A: Chinese Military Purchasers of AI Chips 24

Appendix B: Summary of Export Controls Pertaining to Semiconductors 25

Extraterritorial Controls 25

Endnotes 31

Table 1. Number of Contracts Considered at Each Step of CSET Analysis 9

Table 2. AI Chip Models Specified in Public PLA Contracts, April to November 2020 11

Table 3. Intermediary Suppliers of U.S.-Designed AI Chips Identified in Public PLA Contracts 13

Table 4. Select U.S. Semiconductor Company Revenues from China 19

Table 5. Public AI Chip Contracts Awarded by PLA Units and Defense SOEs, April-November 2020 24