ChinaTalk yup, more export controls....foundry, DRAM, and reflections
10 snips
Jan 16, 2025 Greg Allen, a tech policy expert at the Center for Strategic and International Studies, shares his insights on the latest U.S. export controls affecting Huawei and semiconductor manufacturing. He discusses the significant implications for companies like CXMT and the complexities of enforcing compliance. Allen contrasts recent U.S. AI policies with those of the past administration and humorously touches on the toll of frequent emergency podcasts on mental health. Dive into the geopolitical nuances and challenges shaping the semiconductor landscape!
AI Snips
Chapters
Transcript
Episode notes
Huawei's Chip Source
- Huawei, despite lacking advanced chip manufacturing in China, was getting AI chips from TSMC in Taiwan.
- This violated US export controls, prompting the new regulations.
Impact of the New Rule
- The new rule impacts TSMC and restricts Huawei's ability to use shell companies.
- It also addresses limitations in previous DRAM and HBM restrictions.
DRAM Definition Update
- The previous DRAM restrictions were insufficient, allowing companies like CXMT to exploit loopholes.
- The government has now revised the definition of DRAM to close these loopholes.