BCG report reveals the impact of US trade restrictions

Therefore, the report believes that the US government needs to objectively evaluate the policy results of restrictions on China: if the status quo is maintained, or even the scope and intensity are increased, US companies will reduce their global market share and revenue, which will affect the healthy innovation cycle of the US semiconductor industry and further trap US companies in a downward vortex of reduced R&D investment and suppressed development of the semiconductor industry.

At the same time, U.S. policymakers must design solutions that address two issues simultaneously: U.S. national security and protecting global market access for U.S. semiconductor companies.