Analysis: why the Biden administration's sweeping export controls on China's chip sector happened now and how they could usher in a new global economic paradigm
In the week+ since the US government issued its sweeping set … John Naughton / Memex 1.1 : Tuesday 18 October, 2022 — In my favourite Provencal village. And I didn't use a drone to get the shot! Jeanne Whalen / Washington Post : Western suppliers cut ties with Chinese chipmakers as U.S. curbs bite Tweets: Jordan Schneider / @jordanschnyc : Forcing China to rely on foreign production and BIS' goodwill for the latest and greatest chips plays exactly into Xi's fear of “technological vassaldom.” These regulations hit directly at a CCP neuralgic point. Noah Smith / @noahpinion : The Biden administration's export controls on China's semiconductor industry herald a new world of economic warfare, decoupling, and rival manufacturing blocs. https://noahpinion.substack.com/ ... Kontra / @counternotions : Belatedly turn the lights on and suddenly semiconductor-tech is the next war zone. https://noahpinion.substack.com/ ... Aaron Slodov / @aphysicist : Hopefully people start realizing that specialized trade knowledge is really a critical keystone to how everything is made. It's not just a blueprint or a machine (lol). Next question becomes what if you could replicate that trade knowledge computationally. https://twitter.com/... https://twitter.com/...
Noahpinion Noah Smith
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Discussion
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@noahpinion
Noah Smith
on x
The Biden administration's export controls on China's semiconductor industry herald a new world of economic warfare, decoupling, and rival manufacturing blocs. https://noahpinion.substack.com/ ...
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@jordanschnyc
Jordan Schneider
on x
Forcing China to rely on foreign production and BIS' goodwill for the latest and greatest chips plays exactly into Xi's fear of “technological vassaldom.” These regulations hit directly at a CCP neuralgic point.
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@counternotions
Kontra
on x
Belatedly turn the lights on and suddenly semiconductor-tech is the next war zone. https://noahpinion.substack.com/ ...
-
@aphysicist
Aaron Slodov
on x
Hopefully people start realizing that specialized trade knowledge is really a critical keystone to how everything is made. It's not just a blueprint or a machine (lol). Next question becomes what if you could replicate that trade knowledge computationally. https://twitter.com/...…
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@dalperovitch
Dmitri Alperovitch
on x
This is the right (even if now only possible) decision by Apple https://chinatechthreat.com/ ...
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@sentomcotton
Tom Cotton
on x
Allowing CCP-controlled YMTC into iPhones would have put our national security at serious risk and made us more reliant on China. I'm glad that Apple is dropping YMTC, as I urged last month, but they should not have considered YMTC in the first place. https://asia.nikkei.com/...
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@fkronawitter1
Florian Kronawitter
on x
Your daily reminder that de-globalisation is inflationary https://asia.nikkei.com/...
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@carnage4life
Dare Obasanjo
on x
An escalating trade war with China will deepen inflation as companies take more expensive paths to getting components AND addressable markets of multiple industries shrinks causing price increases to address shortfalls. Globalization's end will hurt a lot https://asia.nikkei.com/…
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@danharris
Dan Harris
on x
Yet another decoupling sign. Biden is serious about chips and without advanced chips, China has become a very bad place to buy a lot of things. https://asia.nikkei.com/...
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@byron_wan
Byron Wan
on x
Apple had been considering eventually purchasing up to 40% of the NAND flash memory needed for all iPhones from 🇨🇳 government-subsidized YMTC, but now it has put on hold plans to use YMTC's memory chips in its products. https://asia.nikkei.com/...
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@charlesmok
Charles Mok
on x
Better not do anything you will regret. Apple freezes plan to use China's YMTC chips amid political pressure Company previously planned to put Chinese-made memory in some iPhones https://asia.nikkei.com/...
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@sharp_writing
Andy Sharp
on x
Apple had already completed the monthslong process to certify YMTC's 128-layer 3D NAND flash memory for use in iPhones when the U.S. government unveiled the tighter export restrictions against China early this month, multiple sources said. https://asia.nikkei.com/...