Dylan Patel is a semiconductor and AI analyst and the founder of SemiAnalysis, a boutique Semiconductor research and consulting firm located in the US, Japan, Taiwan, and Singapore. SemiAnalysis provides cutting-edge insights into the semiconductor supply chain, which is the base building block for all technology advancements across various sectors. SemiAnalysis seems to bridge the gap between business and the semiconductor industry, offering a unique blend of technical expertise and supply chain analysis to industry clients.
no
390343
00:00
start listening
Episode 329
Dylan Patel
U.S. Semiconductor Export Controls On China Are Failing | Dylan Patel
Dylan Patel is a semiconductor and AI analyst and the founder of SemiAnalysis, a boutique Semiconductor research and consulting firm located in the US, Japan, Taiwan, and Singapore. SemiAnalysis provides cutting-edge insights into the semiconductor supply chain, which is the base building block for all technology advancements across various sectors. SemiAnalysis seems to bridge the gap between business and the semiconductor industry, offering a unique blend of technical expertise and supply chain analysis to industry clients.
In Episode 329 of Hidden Forces, Demetri Kofinas speaks with Dylan Patel, a semiconductor and A.I. analyst and the founder of boutique Semiconductor research and consulting firm SemiAnalysis, about how U.S. semiconductor export controls are failing and what the U.S. can do about it.
Dylan and Demetri spend the first hour of their conversation going over Huawei’s groundbreaking new Kirin 9000s chipset produced by Chinese semiconductor foundry SMIC and what it tells us about the progress that China’s domestic chip industry has made in the year since the U.S. Commerce Department implemented a series of targeted updates to its semiconductor industry export controls. This also includes a discussion about the military and commercial implications of China’s progress for America’s strategic competition with the People’s Republic.
In the second hour, Kofinas and Patel focus their attention on how exactly China’s domestic chip industry has managed to make so much progress despite the stated goals of the U.S. Commerce Department, what can be done to strengthen the existing export controls that are already in place, and what additional measures can be taken to complement those efforts that strengthen America’s own semiconductor industry and that incentivize a rebuild of American industry and society for the 21st century.
You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Dylan Patel is a semiconductor and AI analyst and the founder of SemiAnalysis, a boutique Semiconductor research and consulting firm located in the US, Japan, Taiwan, and Singapore. SemiAnalysis provides cutting-edge insights into the semiconductor supply chain, which is the base building block for all technology advancements across various sectors. SemiAnalysis seems to bridge the gap between business and the semiconductor industry, offering a unique blend of technical expertise and supply chain analysis to industry clients.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
