Starting this thread to discuss the newly rolled out export controls and sanctions affecting China’s semiconductor industry.
Here is a good twitter thread with some good information (although I’m not sure how reliable the sources are): https://twitter.com/jordanschnyc/status/1580889341265469440?s=20&t=pTJMBx0OzpxIMLHz9T7z4A
This is a long thread that I haven’t been able to parse through entirely but it highlights the report for the constraints in US semis
https://twitter.com/jordanschnyc/status/1580683596301766656?s=46&t=9ugaK0y0O6m6VLLIXQMI9
Commentary on the difficulty of the execution of the policy is helpful too.
Saw this on the FT along with a nice write up
The short-term impact of the new restrictions on foreign chipmakers with fabs in China is expected to be limited as they can apply for US government permission to continue receiving US equipment.
Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, said it had received a one-year authorisation for its Nanjing fab. South Korean memory chipmaker SK Hynix said it would not be subject to the suspension of US toolmaker supplies as it had been given a one-year grace period as well. Its larger rival Samsung declined to comment
This topic was automatically closed 14 days after the last reply. New replies are no longer allowed.