Impact of U.S. Export Controls on China's Semiconductor Industry

On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Trivium’s head of policy research) to talk through the latest tech controls from the US on China – and China’s likely reaction.

The three discuss:

• The Trump administration’s move to restrict sales of electronic design automation (EDA) software to China
• The EDA landscape in China and whether Chinese tech firms can step in to fill this void in the semiconductor supply chain
• A spate of other US restrictions on chemicals for semiconductors, butane and ethane, machine tools, and aviation equipment
• How the Chinese will react to these moves, and what they suggest about the Trump administration’s internal coordination on China (or lack thereof)
• What it all means for the 90-day trade truce – and the prospects for wider tech and trade negotiations

This stuff is pretty wild – and pretty depressing – but stick with us to the end, because we at least try to close on an upbeat note.