What will the Biden administration's new export controls mean for the US and Chinese semiconductor industries as well as the future of the US-China relationship?
To discuss, I assembled the Chips Avengers, consisting of Reva Goujon (Rhodium Group), Jay Goldberg (Digits to Dollars), Doug O'Laughlin (Fabricated Knowledge), and Martin Chorzempa (PIIE). We got into
- The second-order implications of the Biden Administration's moves for industry
- What it would take for China to circumvent these controls
- How Beijing might strike back
- How the regulations could impact the risk of war
Outtro music by Chinese rapper and pop star 婁峻碩 called Playlist: https://www.youtube.com/watch?v=YGl-s-FzsFI
Image courtesy of midjourney from the prompt: "US China chip war EUV"
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