Geopolitics Decanted with Dmitri Alperovitch cover image

How America Pulled the Plug on China’s Chips Sector

Geopolitics Decanted with Dmitri Alperovitch

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Export Controls in the Semiconductor Industry

Do you expect this to have a chilling effect on sales and services related to currently uncontrolled items and technologies that might be going into the chinese semiconductor industry. With any major action there's a great deal of de-risking that takes place in the short term meaning stop everything until we could find out what's legal or not. Some companies with low margins will decide to pull it all together but again it becomes very complicated from a legal compliance point of view.

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