ChinaTalk EMERGENCY POD: Biden's Final Export Controls Misfire?
9 snips
Dec 3, 2024 
Dylan Patel, an analyst at SemiAnalysis, and Greg Allen from CSIS discuss Biden’s recent chip export controls and their shortcomings. They highlight how China’s stockpiling may undermine the effectiveness of the new regulations. The conversation delves into the complexities of law enforcement versus foreign policy, emphasizing that the current regulatory design is overly complicated. They argue for a more straightforward approach to strengthen the U.S. semiconductor industry amidst fierce competition with China.
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Complexity of Export Controls
- The Biden administration’s semiconductor export controls are too complex, resulting in a 200+ page document.
- This complexity stems from negotiations with various stakeholders, including US interagency processes, industry, and international allies.
Impact of Export Controls
- Despite export controls, China increased its semiconductor equipment purchases, highlighting loopholes.
- US semiconductor equipment manufacturers profited greatly, with increased sales and stock prices.
Key Components of New Regulations
- The new regulations focus on high-bandwidth memory (HBM), expanding the foreign direct product rule (FDPR).
- Many Chinese companies were added to the entity list, targeting Huawei and SMIC shell companies.
