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VOICE ARCHIVE

Eric Sayers

@dericsayers
6 posts
2022-10-06
Two competing export control narratives this week: major new rules coming from BIS Friday at the same time this story of export control failure breaks. Congress will welcome the first and offer significant signals of concern about the second. https://www.bloomberg.com/...
2022-10-06 View on X
Bloomberg

Sources: to evade US sanctions, Huawei is supporting PXW, a startup based in its hometown Shenzhen that ordered chipmaking equipment for a semiconductor plant

typically 25% — without falling under the restrictions" dont be surprised if that % threshold drops significantly https://twitter.com/... Peter Elstrom / @pelstrom : Exclusive: A l...

2021-12-17
🚨 Important article. Like the debate on CFIUS reform, Washington policy change often starts only when there is a clear understanding of the WHY question. ⁦@nakashimae⁩'s detailed story helps answer it. Critical to watch how WH and Congress now react https://www.washingtonpost.com/ ...
2021-12-17 View on X
Axios

The US bans investing in eight Chinese companies, including DJI and Megvii, for their alleged involvement in surveilling Uyghurs and other minority groups

The Treasury Department has added eight Chinese companies — including DJI, the world's largest commercial drone manufacturer … Source: U.S. Department … .

🚨 Important article. Like the debate on CFIUS reform, Washington policy change often starts only when there is a clear understanding of the WHY question. ⁦@nakashimae⁩'s detailed story helps answer it. Critical to watch how WH and Congress now react https://www.washingtonpost.com/ ...
2021-12-17 View on X
Washington Post

The Biden administration is concerned with US investments in Chinese companies developing “dual use” tech that could have civilian and military applications

Last year, a fast-rising artificial intelligence company in China won a little-noticed contract from a Chinese military academy …

2020-08-24
Whatever you think of admin policy on TikTok, admin/WH/NSC were discussing TikTok internally as early as 2018. Hill was discussing it extensively in summer 2019. This story is very A+B=C and that's flat out not how Washington works. https://www.wsj.com/...
2020-08-24 View on X
Wall Street Journal

Sources: Mark Zuckerberg stoked concerns about Chinese internet companies and TikTok in meetings with officials and several senators in Washington, DC last fall

Social-media tycoon emphasized threat from Chinese internet companies as he worked to fend off U.S. regulation of Facebook

2020-05-15
Who controls the production of advanced semiconductors will control the direction of commercial/military activity. This is a positive step to that end, it will diversify supply chains, it will bring more investment into the domestic industry, and it's big for US-Taiwan relations. https://twitter.com/...
2020-05-15 View on X
Wall Street Journal

TSMC says it plans to spend $12B to build a 5nm chip factory in Arizona as the White House seeks to increase domestic chip production

Plans for TSMC's Arizona Plant Come As Trump Seeks To Cut Dependence on Asia  —  Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world's largest …

2019-12-04
Great story. We need more like it. Data localization is the biggest tech regulatory issue no one is really talking about. https://www.wsj.com/...
2019-12-04 View on X
Wall Street Journal

India, which is increasingly trying to shelter local companies, has erected regulatory hurdles over the past year for how US tech firms operate in the country

New barriers make world's biggest untapped digital market a slog for Walmart, Facebook; taking cues from China's protectionism