ThinkTankWeekly

National Security Cannot Be an Afterthought in Antitrust Enforcement

CSIS | 2026-11-05 | china_indopacific

Topics: AI, China, Cybersecurity, Nuclear, United States

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English Summary

The article argues that antitrust enforcement in strategically vital technology markets must expand beyond traditional consumer welfare analysis. Current remedies, such as divestiture or behavioral restrictions, can have profound national security consequences by weakening U.S. firms' global competitive standing and ability to invest in foundational technologies. This vulnerability could create durable market advantages for PRC competitors, making it difficult for U.S. companies to maintain global scale. Therefore, the federal government must mandate a separate, proactive national security assessment to inform antitrust decisions involving foundational technologies, ensuring that U.S. technological leadership is protected from the outset.

中文摘要

本文主張,在戰略關鍵的科技市場進行的反壟斷執法,必須超越傳統的消費者福利分析範疇。現行的補救措施,例如剝離資產或行為限制,可能對國家安全產生深遠影響,因為它們會削弱美國企業的全球競爭地位和在基礎技術領域的投資能力。這種脆弱性可能為中國競爭對手創造持久的市場優勢,使美國公司難以維持全球規模。因此,聯邦政府必須強制要求進行獨立、前瞻性的國家安全評估,以指導涉及基礎技術的反壟斷決策,從源頭保護美國的科技領導地位。

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