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ChinaTalk
EMERGENCY POD: Biden's Final Export Controls Misfire?
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.
01:30:32
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Quick takeaways
- The new export controls aim to address significant loopholes, yet their complexity and delayed implementation allow China to stockpile critical components.
- The podcast emphasizes that the lack of effective enforcement of these controls may undermine U.S. technological leadership despite stringent regulations.
Deep dives
Understanding Export Controls
Export controls are crucial due to the strategic competition between the U.S. and China, particularly regarding semiconductors and artificial intelligence (AI) applications. The argument follows a four-step logic: the U.S. needs to retain a competitive edge over China; semiconductors and AI will define that competition; hardware is where liberal democracies can maintain an advantage; and aggressive government intervention is necessary to protect this advantage. The podcast highlights that while the October 2022 export controls were forward-thinking, the October 2023 update sought to address major loopholes but ultimately fell short of its goals. The current challenge lies in translating high-level strategic vision into effective implementation, particularly in the face of China's rapid attempt to exploit any regulatory gaps.
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