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From nonproliferation to strategic competition: US export controls and China

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Technological competition is at the heart of the renewed great-power competition that has characterized relations between the USA and China since the 2010s. The role of technological innovation in the evolution of power relations is already recognized in the literature of international relations. However, developments in US technology policy under the last two administrations raise the reverse question: how does the perception of changing power relations (in this case, Chinese technological catch-up perceived as a threat to US leadership) transform policies granting or denying access to technological innovation?

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Les États-Unis tiennent une puce chinoise
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This study sheds light on the transformation in the American conception of export controls: mainly conceived in the post-Cold War era as a law enforcement and nonproliferation tool, it has become a strategic instrument to restrict technology transfers to the People’s Republic of China. Using a Foreign Policy Analysis approach based on the analysis of legal texts, speeches, and interviews with the political actors involved, this article examines the policy process, leading to this fundamental change in US export control policy. As this study demonstrates, this change reflects a new interpretation of the link between economic and security interests, as well as the expansion of the perimeter of American national security.

This article was published in International Politics.

 

Visit Springer Nature's website to access Mathilde Velliet's article, which is only available in English.

Mathilde Velliet is a research fellow at Ifri's Center for Geopolitics of Technology.

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Mathilde VELLIET

Mathilde VELLIET

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Center for Geopolitics of Technology
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Artificial intelligence (AI), 5G, cybersecurity, robotics, semiconductors, space... Technology, especially in the digital domain, is now deeply affecting all human activities and, by extension, international relations. The resulting political, strategic, economic and social issues manifest themselves at multiple political scales involving states, international organizations and private companies. The dynamics of international competition and cooperation are transformed.

It is to respond to these challenges that Ifri is launching the Geopolitics of Technology program in the fall of 2020, which builds on the work it already carried out on these subjects for several years.

The program takes a resolutely European approach to international issues related to so-called critical technologies. Its work is organized around four cross-cutting themes:

  • Power: redistributions of power caused by new technologies, in particular digital; military and dual innovations; transformations of international competition;
  • Sovereignty: definition of critical infrastructures and technologies; industrial and innovation policies in strategic sectors; opportunities and risks associated with international value chains;
  • Governance: ethical and legal issues; interactions between companies, states, international organizations and users; public-private partnerships and GovTech;
  • Society: political and social impacts of technological innovations; risks and opportunities for the future of work, health, the fight against climate change; connectivity and economic development.
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The “Huawei Saga” in Europe Revisited: German Lessons for the Rollout of 6G

Date de publication
02 June 2025
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While the European Union attempted to coordinate a collective response through its 5G Toolbox in Europe’s 5G infrastructure, member states diverged significantly in balancing political, economic, and technological considerations. Germany, despite its economic ties to China and status as Europe’s largest telecom market, only reached a tentative agreement in July 2024—one that appears largely symbolic. 

Tim RÜHLIG
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European Startups and Generative AI: Overcoming Big Tech Dominance

Date de publication
07 April 2025
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Europe is at a crossroads. Faced with the domination of American Big Tech across the entire generative Artificial Intelligence (AI) value chain, from foundation models to cloud infrastructure, distribution channels, and open source, it risks long-term technological and economic decline. Yet generative AI also represents a major opportunity for economic transformation, with a potential value estimated at 1.5 times France’s gross domestic product (GDP). To turn it into a driver of renewal, Europe must move beyond the illusion of total technological independence and instead build an ecosystem that leverages Big Tech resources while strengthening its own innovation capabilities.

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A "DeepSeek Moment"?

Date de publication
26 March 2025
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DeepSeek, hailed as a champion of Chinese AI, represents less a revolution than a significant optimization of existing technologies. Doubts remain regarding the figures put forward by the start-up, inviting a more measured response to the media hype surrounding China’s technological catch-up. Nonetheless, DeepSeek signals the need to question an economic model based solely on the race for computational power. By betting on open innovation, Europe can carve out its own path in a competition that is far from being a zero-sum game.

 

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Artificial Promises or Real Regulation? Inventing Global AI Governance

Date de publication
03 February 2025
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The risks inherent to the unregulated use of AI, a key technology and vector of profound transformations within societies underline the pressing need to harmonize governance efforts at the international level. The Summit for Action on Artificial Intelligence to be held in Paris in mid-February could be an unprecedented timely occasion to agree on a global governance framework of AI for the public good.

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Les États-Unis tiennent une puce chinoise
© Fahroni/Shutterstock

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