ChinaTalk

US-China Chip War

Oct 27, 2022

01:01:41

Episode guests

Highlights

AI Chapters

Episode notes

Is There a Village of Semiconductor Companies?

02:27

Is the Timing Really Intentional?

01:50

WMD - Advanced Semiconductor Thresholds

01:50

Introduction

2min

Is This the Right Thing for the Biden Administration?

3min

Is This a Strategy for China?

2min

Should the US Compete With China?

3min

Is the Goal to Harm China's Economy?

3min

Is the Foreign Direct Product Rule Applyed to the DRAM?

3min

Is China a Cold War?

2min

WMD - Advanced Semiconductor Thresholds

2min

Is the Timing Really Intentional?

2min

10.

Is China Taking a Backseat to the US?

3min

11.

Do You Want to Screw Over American Micro Electronics?

2min

12.

Is China Moving to Next Level Tech Controls on China?

2min

13.

Is There a Difference Between ALD and ALD?

2min

14.

What's Going to Happen Next?

2min

15.

What's the Difference Between SME and Tool Makers?

3min

16.

The BIS Is Creating a Lot of Work for Itself, Right?

2min

17.

Ships Act Leverage Is a Really Good Point

3min

18.

Is There a Village of Semiconductor Companies?

2min

19.

What Is the Biggest Challenge for China?

2min

20.

You Can't Do Away for a Day in a Lab?

2min

21.

AI Chips Are Not Going to Be Available in China, Right?

2min

22.

Is China a Strategic One Way Dependency?

2min

23.

YMTC and TSMC

3min

24.

Transitioning to Being a Leader Is Much Harder

2min

25.

Is There an Opportunity in Taiwan?

2min

26.

China and the Tech Control Escalation Ladder

2min

27.

What Are We Going to Do With This?

4min

What will the Biden administration's new export controls mean for the US and Chinese semiconductor industries as well as the future of the US-China relationship?

To discuss, I assembled the Chips Avengers, consisting of Reva Goujon (Rhodium Group), Jay Goldberg (Digits to Dollars), Doug O'Laughlin (Fabricated Knowledge), and Martin Chorzempa (PIIE). We got into

The second-order implications of the Biden Administration's moves for industry
What it would take for China to circumvent these controls
How Beijing might strike back
How the regulations could impact the risk of war

Outtro music by Chinese rapper and pop star 婁峻碩 called Playlist: https://www.youtube.com/watch?v=YGl-s-FzsFI

Image courtesy of midjourney from the prompt: "US China chip war EUV"

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ChinaTalk

US-China Chip War

Episode guests

Is There a Village of Semiconductor Companies?

Is the Timing Really Intentional?

WMD - Advanced Semiconductor Thresholds

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

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highlights

Save any
moment

Share
& Export

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highlights