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Self-Sufficiency Policies in the Server Industry: A Comparative Analysis of the US, EU, and China

  • Report

  • 27 Pages
  • October 2023
  • Region: China, Europe, United States
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5899118
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



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Table of Contents

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. Analyst's 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

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Agricultural Bank of China
  • Amazon
  • ARM
  • Atos
  • Aviation Industry Corporation of China
  • AWS
  • BGI Genomics
  • China Construction Bank
  • China Life Insurance Company
  • China Mobile
  • China Telecom
  • China Unicom
  • CXMT
  • Dell
  • Deutsche Telekom
  • Google
  • Heroes
  • Hisilicon
  • HP
  • Hygon
  • Inspur
  • Intel
  • Ligate
  • Loongson Technology
  • Meta
  • Micron
  • Microsoft
  • NextSim
  • OVHcloud
  • Samsung
  • SK Hynix
  • Shanghai Supercomputer Center
  • Supermicro
  • Yangtze Memory Technologies

Methodology

Primary research with a holistic, cross-domain approach

The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.

Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:

Method

  • Component supplier interviews
  • System supplier interviews
  • User interviews
  • Channel interviews
  • IPO interviews
  • Focus groups
  • Consumer surveys
  • Production databases
  • Financial data
  • Custom databases

Methodology

  • Technology forecasting and assessment
  • Product assessment and selection
  • Product life cycles
  • Added value analysis
  • Market trends
  • Scenario analysis
  • Competitor analysis

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