ChinaTalk US-China Chip War
Oct 27, 2022
Reva Goujon is an analyst at Rhodium Group, offering insights on the semiconductor landscape and US-China relations. Jay Goldberg, a venture capitalist in deep tech, discusses investment trends. Doug O'Laughlin, author of the Fabricated Knowledge Substack, provides commentary on the semiconductor sector. Martin Chorzempa of the Peterson Institute analyzes the economic dimensions of technology. They delve into the implications of Biden's export controls, China's potential responses, and how these regulations might heighten risks of conflict.
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Broad Scope of Export Controls
- The Biden administration's export controls are broad in scope, raising questions about their true objective.
- These controls could be aimed at limiting the PLA's chip access, crippling China's semiconductor industry, or even hobbling its economy.
Degrading Existing Capabilities
- The export controls target technology levels China already possesses, suggesting a goal of degrading existing capabilities, not just preventing future advancements.
- This approach raises concerns about unintended consequences, such as bricking American equipment in Chinese fabs.
Arbitrary Memory Controls
- The justification for memory chip controls seems arbitrary, as they're not essential for the stated targets of supercomputers and missile modeling.
- Memory is a commodity, interchangeable between various suppliers like YMTC, Micron, and Samsung.