ITIF：2025年解耦风险：半导体出口管制如何可能损害美国芯片制造商和创新报告（英文版）

ITIF’s economic model estimates that U.S. firms could lose about $77 billion in semiconductor industry sales in the initial year after a hypothetical, one-time full decoupling with China.  South Korean firms could gain about $21 billion in sales, European Union firms $15 billion, Taiwanese firms $14 billion, Japanese firms $12 billion, mainland Chinese firms $9 billion, and other nations’ firms $5 billion of U.S. firms’ losses.  U.S. industry R&D investments in semiconductors could decr