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.