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The F.T.C.’s lawsuit is a “deliberately experimental case that seeks to extend the boundaries of merger enforcement”
— Chris Fralic (@chrisfralic) July 29, 2022
“This is such an extreme and unfounded reaction to a small deal that many are worrying about what an F.T.C. win would mean for start-ups” https://t.co/TN17pvG5Wy
"In the weeks before the House and the Senate ended 13 months of arguments and passed the $280 billion CHIPS and Science Act, #China’s main, state-supported chip maker cleared a major technological hurdle that delivered a bit of a shock to the world."https://t.co/DFtJGiJRRZ
— William Yang (@WilliamYang120) July 29, 2022
Possibly the West’s biggest hammer against enemies is sanctions on advanced technology; just ask Russia.
— Amir Attaran (@profamirattaran) July 29, 2022
But China is equaling the West in semiconductors now. THIS CHANGES EVERYTHING—BEWARE! https://t.co/ZO67w21tar
China Has Leapfrogged the U.S. in Key Technologies. Can a New Law Help? https://t.co/oLH4A3Gl20 if Congress wants answers they should put BIS bureaucrats under oath and ask them about the loopholes created for SMIC
— Bill Bishop (@niubi) July 29, 2022
Perhaps because #China steals #America’s tech & IP blueprints, manufacturing them first, & beating to market?
— Chris Fenton (@TheDragonFeeder) July 29, 2022
Just a thought...
China Has Leapfrogged the U.S. in Key Technologies. Can a New Law Help? - The New York Times https://t.co/y8OdsTVRUt
The $280 billion CHIPS and Science bill is a breakthrough in industrial policy. It is also frightfully late, and China didn’t sit around waiting for its passage. It made progress on the key semiconductor manufacturing technology that had stymied it. https://t.co/e8vcdfpEcv
— David Sanger (@SangerNYT) July 29, 2022
On SMIC’s intriguing leap to 7nm, without access to EUV. 1) So far, made for mining cryptocurrency; 2) It’s been based on, or stolen from TSMC; 3) No one knows about the yield and the potential to mass-produce. https://t.co/xQ5g1nEI2v
— Mathieu Duchâtel (@mtdtl) July 29, 2022
Impressive progress, but looking ahead, China isn't going to able to make commercially viable 5nm chips without UAV anytime soon. China needs ASML's machines or it's out of luck. https://t.co/HwhFwIz5gh
— Trevor Croker (@trevorcroker) July 29, 2022
stolen or not, 7nm is impressive. https://t.co/5VFQzEBKpT pic.twitter.com/XMKZAQMHcF
— Tejus Sawjiani (@tejus_sawjiani) July 29, 2022
It's great that the CHIPS Act passed (and amusing that China is upset about it - guess it means we're on the right track), now Congress should fix immigration so we have enough talent to compete
— Michael Sellitto (@MPSellitto) July 29, 2022
https://t.co/3nDgskk8UF
I'm not sure what David Sanger is trying to say here by "manufacture a semiconductor"—but has China found a way to build photolithography machines that circumvent the export ban on those made by ASML (which has virtual monopoly on the most advanced tech)?https://t.co/wYy6osi2vZ
— Davide Castelvecchi (@dcastelvecchi) July 29, 2022
"So China has both a commercial and a geopolitical motive to make the world’s fastest chips, and the United States has a competitive motive to keep Beijing from getting the technology to do so. It is the ultimate 21st-century arms race." https://t.co/SpKF3a3rRu
— Martijn Rasser (@MartijnRasser) July 29, 2022
Oh, it's written by a political correspondent. I see:https://t.co/9aOOZZ0Oy4
— Rui Ma 马睿 (@ruima) July 29, 2022
"So China has both a commercial and a geopolitical motive to make the world’s fastest chips, and the United States has a competitive motive to keep Beijing from getting the technology to do so. It is the ultimate 21st-century arms race." https://t.co/SpKF3a3rRu
— Martijn Rasser (@MartijnRasser) July 29, 2022
The $280 billion CHIPS and Science bill is a breakthrough in industrial policy. It is also frightfully late, and China didn’t sit around waiting for its passage. It made progress on the key semiconductor manufacturing technology that had stymied it. https://t.co/e8vcdfpEcv
— David Sanger (@SangerNYT) July 29, 2022
Perhaps because #China steals #America’s tech & IP blueprints, manufacturing them first, & beating to market?
— Chris Fenton (@TheDragonFeeder) July 29, 2022
Just a thought...
China Has Leapfrogged the U.S. in Key Technologies. Can a New Law Help? - The New York Times https://t.co/y8OdsTVRUt
"In the weeks before the House and the Senate ended 13 months of arguments and passed the $280 billion CHIPS and Science Act, #China’s main, state-supported chip maker cleared a major technological hurdle that delivered a bit of a shock to the world."https://t.co/DFtJGiJRRZ
— William Yang (@WilliamYang120) July 29, 2022
It's great that the CHIPS Act passed (and amusing that China is upset about it - guess it means we're on the right track), now Congress should fix immigration so we have enough talent to compete
— Michael Sellitto (@MPSellitto) July 29, 2022
https://t.co/3nDgskk8UF
This piece’s framing is essentially: China is going to overtake the US because Congress was too slow to give away money to semiconductor firms. That’s terrible framing. https://t.co/78zoNmxmea
— hk (@hassankhan) July 29, 2022
"After reverse-engineering the Chinese-made chip, they concluded that it used circuitry that was only seven nanometers wide. As recently as 2020, Chinese manufacturers had struggled to get below 40 nanometers."https://t.co/PvOXVMrnJg
— John Preskill (@preskill) July 29, 2022
"While Congress debated and amended and argued over whether and how to support American chip makers ... China was surging ahead, betting it would take Washington years to get its act together." https://t.co/UsQGpzua1q
— Seung Min Kim (@seungminkim) July 29, 2022
Bravo to Congress for passing the CHIPS act. But @SangerNYT notes that China meanwhile has developed a new chip that appears to be a big step forward for it. https://t.co/YQp1GvIVDS As @ericschmidt says, Congress moves at political speed;
— Nicholas Kristof (@NickKristof) July 30, 2022
China at commercial speed.