국가전략정보포털

Title page

Contents

Executive Summary 2

Introduction 7

Methodology and Scope 10

U.S. Companies' Aid to Ukraine, Russia's Response, and How the Invasion Affected Company Operations in Russia 16

How U.S. Companies Have Contributed to Ukraine's War Effort 16

The Impact on Companies' Business in Russia 17

Russian Actions Against U.S. Tech Companies Aiding Ukraine 19

Companies' Pre-Invasion Footprints in Russia 21

U.S. Companies and China 23

Companies' Footprints in China 24

Tesla 25

Microsoft 28

Apple 31

Amazon 34

Cloudflare 36

Google 38

Cisco 40

Oracle 43

Mapping U.S. Tech Company Vulnerabilities to China 44

Main Takeaways 45

Mapping China's Vulnerabilities to U.S. Tech Companies 48

Main Takeaways 48

Conclusion 50

Authors 52

Acknowledgments 52

Appendix A: Additional Information on U.S. Companies' Contributions to Ukraine 53

Appendix B: Additional Figures on U.S. Companies' Greenfield FDI in China 56

Endnotes 57

Table 1. Indicators for U.S. Companies' Economic and Financial Linkages to and Presence in China and Russia Analyzed in this Report 11

Table 2. Select U.S. Companies' Business Decisions in Russia Post-Invasion 19

Figure 1. Snapshot of Tesla's Footprint in China 26

Figure 2. Snapshot of Microsoft's Footprint in China 29

Figure 3. Snapshot of Apple's Footprint in China 32

Figure 4. Snapshot of Amazon's Footprint in China 35

Figure 5. Snapshot of Cloudflare's Footprint in China 37

Figure 6. Snapshot of Google's Footprint in China 39

Figure 7. Snapshot of Cisco's Footprint in China 41

Figure 8. Snapshot of Oracle's Footprint in China 43

Figure 9. Greenfield FDI Activities by Select Company (January 2003-June 2023) 46

Table A1. American Tech Company Defense and Technology Contributions to Ukraine 53

Figure B1. Greenfield FDI Capital Expenditure (Millions USD) by Business Activity 56