Quote:

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On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

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Quote:

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There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

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The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

BCG Disciple said:

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Back to the 80s? This is a temporary setback. China will just steal the tech and continue. May set them back 2 years.

Still, I like being touch on China - agree on credit here.

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BAP Enthusiast said:

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https://www.csis.org/analysis/choking-chinas-access-future-ai

Quote:

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On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

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Quote:

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There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

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Twitter thread on the new policy:

The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

This will send China back to the 1980s. They don't have the local expertise nor manufacturing capability to make anything on their own. This is basically Trump's policy amped up 10x.

I'll give credit where it's due, this was a very good decision by the Biden administration here.

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Many people don’t understand why this is annihilation.

ASML has stopped providing services and support to mainland China. pic.twitter.com/AvT31p9qvk

— Jordan Schneider (@jordanschnyc) October 14, 2022

2. All autonomous-driving chips will be sanctioned as well;

3. The starting point for this round of sanctions is to go all the way up the food chain and ensure the elimination of all American products and technologies from the entire ecosystem;

— Jordan Schneider (@jordanschnyc) October 14, 2022

I will stress again:

This round of sanctions means annihilation for China’s semiconductor industry. This is nothing like the 10+ rounds of performative sanctioning during the Trump years —— this is a serious act of industry-wide decapitation.

— Jordan Schneider (@jordanschnyc) October 14, 2022

BAP Enthusiast said:

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BCG Disciple said:

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Back to the 80s? This is a temporary setback. China will just steal the tech and continue. May set them back 2 years.

Still, I like being touch on China - agree on credit here.

---

They literally don't have access to any of the tech necessary tools produce what they need. Without American expertise their industry is dead in the water.

For all intents and purposes this is a nuke we just launched at their industry.

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BAP Enthusiast said:

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BCG Disciple said:

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Back to the 80s? This is a temporary setback. China will just steal the tech and continue. May set them back 2 years.

Still, I like being touch on China - agree on credit here.

---

They literally don't have access to any of the tech necessary tools produce what they need. Without American expertise their industry is dead in the water.

For all intents and purposes this is a nuke we just launched at their industry.

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Burrus86 said:

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Even a blind pig's puppet masters find an acorn every once in a while.

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BusterAg said:

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I think many people overestimate our cyber security capabilities in the U.S.

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BCG Disciple said:

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BAP Enthusiast said:

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BCG Disciple said:

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Back to the 80s? This is a temporary setback. China will just steal the tech and continue. May set them back 2 years.

Still, I like being touch on China - agree on credit here.

---

They literally don't have access to any of the tech necessary tools produce what they need. Without American expertise their industry is dead in the water.

For all intents and purposes this is a nuke we just launched at their industry.

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I get that you're saying that and you probably believe it. There is a laundry list of foreign semi conductor manufacturing in China as well as domestic. Very easy to steal what's there.

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Shoefly! said:

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So does this move make Nvidia stock go up? There's some politicians that bought a large amount of Nvidia 3 months ago.

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Shoefly! said:

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So does this move make Nvidia stock go up? There's some politicians that bought a large amount of Nvidia 3 months ago.

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BAP Enthusiast said:

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https://www.csis.org/analysis/choking-chinas-access-future-ai

Quote:

---

On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

---

Quote:

---

There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

---

Twitter thread on the new policy:

The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

This will send China back to the 1980s. They don't have the local expertise nor manufacturing capability to make anything on their own. This is basically Trump's policy amped up 10x.

I'll give credit where it's due, this was a very good decision by the Biden administration here.

---

newbie11 said:

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BAP Enthusiast said:

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https://www.csis.org/analysis/choking-chinas-access-future-ai

Quote:

---

On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

---

Quote:

---

There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

---

Twitter thread on the new policy:

The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

This will send China back to the 1980s. They don't have the local expertise nor manufacturing capability to make anything on their own. This is basically Trump's policy amped up 10x.

I'll give credit where it's due, this was a very good decision by the Biden administration here.

---

And in return, China will cut off our supply of rare elements crippling our entire economy.

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BarnacleBill said:

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There is no good Biden. I'm sure there is some insider angle that motivated this.

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You're no longer regulating based on whether something operates at a particular capability or frequency, or is radiation-hardened...

Instead, the fact that advanced computing capabilities are foundational to military modernization was enough to justify export controls.

— Jordan Schneider (@jordanschnyc) October 13, 2022

newbie11 said:

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BAP Enthusiast said:

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https://www.csis.org/analysis/choking-chinas-access-future-ai

Quote:

---

On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

---

Quote:

---

There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

---

Twitter thread on the new policy:

The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

This will send China back to the 1980s. They don't have the local expertise nor manufacturing capability to make anything on their own. This is basically Trump's policy amped up 10x.

I'll give credit where it's due, this was a very good decision by the Biden administration here.

---

And in return, China will cut off our supply of rare elements crippling our entire economy.

---

Fireman said:

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Another checkers move by Biden, while most of the world is playing 4D chess. What's going to happen to NVDA and AMD, when China tells them to pound sand when they try to acquire rare earth metals from China necessary to produce the AI chips?

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BAP Enthusiast said:

---

https://www.csis.org/analysis/choking-chinas-access-future-ai

Quote:

---

On October 7, 2022, the Biden administration announced a new export controls policy on artificial intelligence (AI) and semiconductor technologies to China. These new controlsa genuine landmark in U.S.-China relationsprovide the complete picture after a partial disclosure in early September generated confusion. For weeks the Biden administration has been receiving criticism in many quarters for a new round of semiconductor export control restrictions, first disclosed on September 1. The restrictions block leading U.S. AI computer chip designers, such as Nvidia and AMD, from selling their high-end chips for AI and supercomputing to China.

---

Quote:

---

There are four interlocking elements of the new policy targeting different segments of the semiconductor value chain, and all elements must be understood simultaneously to grasp the scope of what the Biden administration plans on achieving. In short, the Biden administration is trying to (1) strangle the Chinese AI industry by choking off access to high-end AI chips; (2) block China from designing AI chips domestically by choking off China's access to U.S.-made chip design software; (3) block China from manufacturing advanced chips by choking off access to U.S.-built semiconductor manufacturing equipment; and (4) block China from domestically producing semiconductor manufacturing equipment by choking off access to U.S.-built components.

---

Twitter thread on the new policy:

The following is the translation of a thread posted earlier this week by @lidangzzz.

"Lots of people don’t know what happened yesterday.

To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship.

— Jordan Schneider (@jordanschnyc) October 14, 2022

This will send China back to the 1980s. They don't have the local expertise nor manufacturing capability to make anything on their own. This is basically Trump's policy amped up 10x.

I'll give credit where it's due, this was a very good decision by the Biden administration here.

---

Shoefly! said:

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So does this move make Nvidia stock go up? There's some politicians that bought a large amount of Nvidia 3 months ago.

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