Testimony before the US-China Economic and Security Review Commission (USCC) also came with a warning about China’s ability to dominate the “potentially world-changing technology of” artificial general intelligence, or AGI.
“As these stockpiles deplete over the next couple of years, the controls have the potential to create a growing gap between the AI chip quantity and quality inside and outside of China,” said Dohmen.
“But that gap will only hold if US export controls on chip manufacturing tools and other measures aimed at slowing China’s semiconductor fabrication capacities are effective.
“Similar to the stockpiles of AI chips, Chinese equipment firms also stocked up on foreign equipment before controls were implemented,” she added. “This, once again, imposes a lag between the control when the controls were implemented and when the controls will bite.”