Navigating Export Controls in Semiconductor Manufacturing

This chapter explores the intricate landscape of export controls affecting semiconductor manufacturing in China, particularly revolving around the ASML 1980i tool. The discussion highlights the challenges and loopholes in U.S. regulations, the implications of these restrictions on companies like TSMC and SMIC, and the ongoing shifts in ASML's approach to selling advanced technology. The speakers analyze potential future trends and the balance between profit, innovation, and regulatory compliance in the semiconductor industry.