Sharp China: Myriad Holes in US Chip Controls; New Reports on TSMC and Huawei; The Latest "Stimulus" News; Mixed Signals on Private Tutoring
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Show Notes:
On today's show Andrew and Bill begin with an excellent report from Semi Analysis, and the state of the U.S. export controls on semiconductors and chipmaking equipment. Topics include: New reports of TSMC sales to Huawei-linked firms, the Commerce Department's oversight of chip controls, the various loopholes being routinely exploited by SMIC, Huawei and related entities, and enforcement questions for future administrations. From there: The NPC Standing Committee meeting is set for next week, the latest…
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