semianalysis
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October 28
- Fab Whack-a-Mole: Chinese Companies Evasion of Export Controls
➀ Current Western export controls have slowed China's progress in advanced logic, but are not perfect or infallible.
➁ Loopholes in restrictions include offshore manufacturing, end-use workarounds, and renaming/reclassifying technologies.
➂ Huawei's fab network poses a national security concern, exploiting sanctions and advancing domestic semiconductor supply chains.
➃ WFE suppliers' lobbying for relaxed controls is refuted by strong business performance and long-term market share impacts from domestic Chinese firms.
➄ Suggestions for improving export controls include expanding the entity list, aligning ally restrictions, tightening supply chain restrictions, and improving enforcement.