EMERGENCY POD: Biden's Final Export Controls Misfire?
Commerce released its much-anticipated chip export-control updates yesterday, December 2. But today's guests are unimpressed.
But are we right to have hoped for more? To discuss, I’m joined by Dylan Patel of SemiAnalysis and Greg Allen from CSIS.
A disclaimer: We recorded this yesterday the same day the regs were released, and given their complexity our takes are inevitably provisional.
We get into:
What’s in the new controls: high bandwidth memory, FDPR, and the Entity List.
Why key assumptions in Biden’s approach to export controls limited
How China’s stockpiling spree may have already…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.