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ChinaTalk
EMERGENCY POD: Export Controls Dropped!
Oct 19, 2023
Jon, Dylan, and Doug discuss the impact of new export control regulations on AI chips, the challenges in the EDA market, the potential ban of DV tools on ASML, exploring atomic layer deposition and speculating on Nvidia's chip for China, the power of lobbyists in shaping regulations, and the importance of improving existing products and revenue generation.
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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