- Nick
V6: Export restrictions on SMIC, Taiwan independence, Nvidia-Arm IP roll-up
The US is seriously weighing export restriction on China’s top chipmaker - SMIC, resisting the fusion of Chinese military and civilian research industrial bases, no access to US chips and equipment means no supply for China’s industry – claimed two-year stockpile, semiconductor independence is critical for global leadership, reunification with Taiwan may be China’s only option, collateral damage to the US semiconductor industry – industrial policies for support, Nvidia-Arm as a US chip IP roll-up, more sanctions, tensions in Taiwan and restrictions on US owned assets in China to come.
We see the US compute technology competition being staged in three key areas; denying the Chinese semiconductor industry from militarizing US technology, protecting the semiconductor powerhouse of Taiwan and in implementing industrial policies to support US capabilities in manufacturing semiconductors. Download the full article below.
Zen on Tech Newsletter V6 - Sept 2020
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