U.S. Semiconductor Export Controls On China Are Failing | Dylan Patel

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 4 October 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 329 of Hidden Forces, Demetri Kofinas speaks with Dylan Patel, a semiconductor and A.I. analyst and the founder of boutique Semiconductor research and consulting firm SemiAnalysis, about how U.S. semiconductor export controls are failing and what the U.S. can do about it.

Dylan and Demetri spend the first hour of their conversation going over Huawei’s groundbreaking new Kirin 9000s chipset produced by Chinese semiconductor foundry SMIC and what it tells us about the progress that China’s domestic chip industry has made in the year since the U.S. Commerce Department implemented a series of targeted updates to its semiconductor industry export controls. This also includes a discussion about the military and commercial implications of China’s progress for America’s strategic competition with the People’s Republic.

In the second hour, Kofinas and Patel focus their attention on how exactly China’s domestic chip industry has managed to make so much progress despite the stated goals of the U.S. Commerce Department, what can be done to strengthen the existing export controls that are already in place, and what additional measures can be taken to complement those efforts that strengthen America’s own semiconductor industry and that incentivize a rebuild of American industry and society for the 21st century.

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Episode Recorded on 09/28/2023

Transcript

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0:00.0	What's up everybody? My name is Demetra Grafinas and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus narratives
0:14.0	and to learn how to think critically about the systems of power shaping our world.
0:19.0	My guest in this episode of Hidden Forces is Dylan Patel, a semiconductor and AI analyst
0:25.0	and a founder of semi-analysis, a boutique semiconductor research and consulting firm
0:30.0	that provides cutting edge insights into the semiconductor supply chain, bridging the gap
0:35.0	between business and the chips industry. Dylan and I spend the first hour of our conversation
0:40.0	going over the latest information we have about Huawei's groundbreaking new 7nm chip
0:46.0	produced by Chinese semiconductor founder SMIC. What it tells us about the progress
0:52.0	that China's domestic chip industry has made in the years since the US Commerce Department
0:57.0	implemented a series of targeted updates to its semiconductor industry export control measures
1:02.0	and the military and commercial implications of all of this for America's strategic competition with China.
1:09.0	In the second hour, we focus our attention on how exactly China's domestic chip industry
1:14.0	has managed to make so much progress despite the stated goals of the Biden administration.
1:20.0	What can be done to strengthen the existing export controls that are already in place
1:25.0	and what additional measures can be taken to complement those efforts that strengthen America's own semiconductor industry
1:31.0	and that incentivize a rebuild of American industry and society for the 21st century.
1:37.0	If you want access to all of today's conversation and you're not already subscribed to Hidden Forces,
1:43.0	you can join our premium feed and listen to the second hour of today's episode
1:47.0	by going to hiddenforces.io slash subscribe.
1:51.0	All of our content tiers give you access to our premium feed which you can listen to on your mobile device
1:57.0	using your favorite podcast app just like you're listening to this episode right now.
	...

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