The hottest Export Controls Substack posts right now

And their main takeaways
Category
Top Technology Topics

Toshiba’s Big Technology Export Scandal

The Asianometry Newsletter • 4737 implied HN points • 10 Jan 24
🌍 World Politics Technology Trade Geopolitics Export Controls Cold War
  1. During the post-World War II era, the Soviet Union acquired Western technologies like modern American equipment, affecting global trade dynamics.
  2. Export controls evolved over time in the United States, influenced by historical events, concerns over national security, and international cooperation.
  3. The Toshiba-Kongsberg Incident in 1980s highlighted the challenges of enforcing trade restrictions, the impact on companies like Toshiba, and the need for effective, fair enforcement measures.

Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing

SemiAnalysis • 4040 implied HN points • 24 Oct 23
🕹 Technology AI Chips Export Controls
  1. The restrictions on AI semiconductors are strict and close most loopholes to prevent workarounds.
  2. New controls on wafer fabrication equipment were implemented, but still have some gaps allowing significant tool shipments to China.
  3. China's semiconductor investment surge, despite sanctions, shows sustained growth and potential retaliation strategies.

Litho World & Commerce: Lost in Translation?

ChinaTalk • 444 implied HN points • 01 Nov 23
🕹 Technology Tech Policy Export Controls
  1. The US and its allies are in a technology cold war with China over semiconductor capabilities.
  2. Export restrictions and regulations around lithography in semiconductors have led to misunderstandings between the Commerce Department and manufacturers.
  3. Recent export controls aim to restrict Chinese access to advanced technology, but loopholes and circumventions still exist.

Chasing the Smugglers

False Positive • 59 implied HN points • 07 Dec 23
🌍 World Politics Export Controls Sanctions Financial Institutions
  1. Export controls are increasingly important due to the risk of dual-use technology being misused for military purposes.
  2. The enforcement of export controls can be enhanced by following the money trail through financial institutions.
  3. There are challenges in relying on financial institutions to detect export control violations due to issues like lack of expertise and practical challenges.

October 7 and the big hack: how China will seize control over semiconductors

World Game • 5 implied HN points • 11 Feb 23
🕹 Technology Semiconductors China Export Controls
  1. On October 7, 2022, the US Department of Commerce implemented export controls on certain semiconductor products.
  2. The export controls targeted advanced computing chips, computer commodities, and semiconductor manufacturing equipment.
  3. This action aimed at impacting the whole semiconductor value chain, not just individual chips.
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