ChinaTalk
EMERGENCY POD: Export Controls Dropped!
Oct 19, 2023
Dylan, an analyst from SemiAnalysis, shares sharp insights on the recent adjustments to U.S. export controls affecting the semiconductor industry and AI. He unpacks the implications for major players like NVIDIA and ASML, exploring why the former may have faced setbacks while the latter might be better off. The conversation dives into the competitive tensions in chip manufacturing, revealing how companies are navigating complex regulations and innovating despite restrictions. Plus, the discussion touches on technology theft and the future landscape for American and Chinese firms.
56:32
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Quick takeaways
- New export regulations target AI chips and advanced computing chips, impacting major chip manufacturers like NVIDIA and potentially limiting China's ability to manufacture advanced chips.
- Licensing requirements and restrictions on tool transfers aim to close loopholes and prevent circumvention, with potential future restrictions and harmonization with the Netherlands.
Deep dives
Impact of Export Restrictions on AI Chip Performance
The new regulations on AI chip exports aim to close the loopholes in previous restrictions. Performance and density of AI chips will be the main criteria for determining export eligibility. Companies previously able to ship chips to China with minor de-ratings will now face stricter limitations. This impacts major chip manufacturers like NVIDIA, with most of their chips being banned, except for the 30A series. The regulations also address chiplet assembly, protecting against the final chip being assembled in China using imported chiplets.
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