Semiconductors

Trump's Semis Trade Policy

+ We're at ICLR!

Apr 22 •

Jordan Schneider

and

Dylan Breaks Huawei and Tariffs Right

SemiAnalysis saves the day

Apr 21 •

Jordan Schneider

,

, and

Doug O'Laughlin

Mapping China's HBM Advances

CXMT Now Just 3-4 Years Behind

Apr 17 •

and

Ban the H20: Competing in the Inference Age

How inference scaling should change US AI strategy

Mar 7

China’s Weird Chip Surplus, Explained

How China has both compute overcapacity and shortage

Feb 4 •

,

, and

Jordan Schneider

DeepSeek: What the Headlines Miss

Posting will continue until the takes improve

Jan 26 •

Jordan Schneider

MORE Export Controls: Foundry, DRAM, and Reflections on Biden

They called him “Sleepy Joe.” They said he couldn’t get anything done.

Jan 16 •

Jordan Schneider

and

EMERGENCY EDITION: AI Diffusion Export Controls

Can Biden Secure the AGI?

Jan 15 •

and

Jordan Schneider

AI Geopolitics in the Age of Test-Time Compute w Chris Miller + Lennart Heim

o3, Deepseek, Manhattan Projects and stealing superintelligence

Jan 6 •

Jordan Schneider

and

Trump's Export Control Strategy

Pt 2 with SemiAnalysis and Greg Allen

Dec 18, 2024 •

and

Jordan Schneider

Export Controls and HBM

Where does China go from here?

Dec 10, 2024 •

Jordan Schneider

Biden’s Final Export Control Salvo Misfires

Of scalpels and Swiss cheese. “The dumbest thing you could do is compromise and build your house in the middle of the street.”

Dec 3, 2024 •

and

Jordan Schneider

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