Self-Sufficiency Policies in the Server Industry: A Comparative Analysis of the US, EU, and China (pre-order)
Servers, integral to data center infrastructure, have become indispensable for national development in digital economy, military, and defense sectors. As the tensions in geopolitics and the US-China trade war escalate, the United States, China, and Europe have successively introduced policies to promote self-sufficiency policies in their server industry. These measures include incentives for research, development, and production, preferential market access, as well as regulations on origin of production, imports, exports, and technology. Several countries aim to prevent leakage of critical national technology through promoting self-sufficiency for their server industry. This report provides an in-depth exploration of the self-sufficiency policies in the server industry implemented by the United States, the European Union, and China
1.SERVER INDUSTRY SELF-SUFFICIENCY POLICIES IN THE UNITED STATES
1.1 US Export Control and Entity list
1.2 Advanced Computing and Semiconductor Export Controls
1.3 Foreign Investment Risk Review Modernization Act - Executive Order 1408
1.4 US CHIPS and Science Act
1.5 Joint Warfighting Cloud Capability (JWCC)
2. SERVER INDUSTRY SELF-SUFFICIENCY POLICIES IN THE EUROPEAN UNION
2.1 European Chips Act
2.2 IFCEI-CIS
2.3 Gaia-X Project
2.4 The European High Performance Computing Joint Undertaking (EuroHPC JU)
2.5 Cloud Service Network Security Certification Project
3. SERVER INDUSTRY SELF-SUFFICIENCY POLICIES IN CHINA
3.1 Server Localization
3.2 Cybersecurity Review Measures
3.3 Channels Computing Resources from the East to the West
3.4 Import Product Restrictions
4. IMPACT OF SELF-SUFFICIENCY POLICIES ON THE GLOBAL SERVER INDUSTRY SUPPLY CHAIN
5.MIC PERSPECTIVE
Appendix
List of Companies
1.1 US Export Control and Entity list
1.2 Advanced Computing and Semiconductor Export Controls
1.3 Foreign Investment Risk Review Modernization Act - Executive Order 1408
1.4 US CHIPS and Science Act
1.5 Joint Warfighting Cloud Capability (JWCC)
2. SERVER INDUSTRY SELF-SUFFICIENCY POLICIES IN THE EUROPEAN UNION
2.1 European Chips Act
2.2 IFCEI-CIS
2.3 Gaia-X Project
2.4 The European High Performance Computing Joint Undertaking (EuroHPC JU)
2.5 Cloud Service Network Security Certification Project
3. SERVER INDUSTRY SELF-SUFFICIENCY POLICIES IN CHINA
3.1 Server Localization
3.2 Cybersecurity Review Measures
3.3 Channels Computing Resources from the East to the West
3.4 Import Product Restrictions
4. IMPACT OF SELF-SUFFICIENCY POLICIES ON THE GLOBAL SERVER INDUSTRY SUPPLY CHAIN
5.MIC PERSPECTIVE
Appendix
List of Companies
LIST OF TABLES
Table 1 US Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 2 Summary of Key Projects in EU High-Performance Computing
Table 3 EU Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 4 China Server Localization Projects, 2021-2022
Table 5 China's Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 6 Impact of US Self-Sufficiency Policies on the Server Industry Supply Chain
Table 7 Impact of EU Self-Sufficiency Policies on the Server Industry Supply Chain
Table 8 Impact of China's Self-Sufficiency Policies on the Server Industry Supply Chain
Table 1 US Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 2 Summary of Key Projects in EU High-Performance Computing
Table 3 EU Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 4 China Server Localization Projects, 2021-2022
Table 5 China's Server Industry Self-Sufficiency Policies, 2021 Until Present
Table 6 Impact of US Self-Sufficiency Policies on the Server Industry Supply Chain
Table 7 Impact of EU Self-Sufficiency Policies on the Server Industry Supply Chain
Table 8 Impact of China's Self-Sufficiency Policies on the Server Industry Supply Chain
