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Lithography — New Controls at the Tip of the Chip-War Spear
More export controls on ASML are coming. How will China respond?
Sep 5
•
Jordan Schneider
30
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Lithography — New Controls at the Tip of the Chip-War Spear
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Why Moutai is Investing in Semiconductors
Baijiu meets Binary
Aug 14
•
Jordan Schneider
30
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Why Moutai is Investing in Semiconductors
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4
The CHIPS Act and National Security
Chip wars made industrial policy great again
Aug 1
•
Jordan Schneider
and
Lily Ottinger
32
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The CHIPS Act and National Security
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6
Making Clothes in China, Tech Blockade, YouTube Launch
Claude joke of the day: Why did the AI model refuse to invest in Chinese fashion? It was afraid of getting caught in a prohibited thread count!
Jul 26
•
Jordan Schneider
and
Lily Ottinger
14
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Making Clothes in China, Tech Blockade, YouTube Launch
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Smuggling A100s + Biden and Shakespeare
Happy 4th!
Jul 3
•
Jordan Schneider
18
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Smuggling A100s + Biden and Shakespeare
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Chips Policy Contest, Oslo, North Korean Remote Workers, Chinese Shoegaze, Weibo Doom Scroll
Jordan in Olso
Jun 21
•
Jordan Schneider
17
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Chips Policy Contest, Oslo, North Korean Remote Workers, Chinese Shoegaze, Weibo Doom Scroll
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To Win the Chip War, the US Must Prioritize Revolutionary Research
Dear Sec. Raimondo, we need real moonshots!
May 30
•
Jordan Schneider
17
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To Win the Chip War, the US Must Prioritize Revolutionary Research
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Culture Clash in TSMC's Phoenix Fab
Will a US vs Taiwan culture clash really stop the spice from flowing? Is the mystical "East Asian work ethic" the secret to TSMC's success?
May 3
•
Jordan Schneider
and
Lily Ottinger
37
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Culture Clash in TSMC's Phoenix Fab
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Holes In the Chip Design Software Export Controls
It’s not all about the hardware restrictions…
May 1
•
Nicholas Welch
15
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Holes In the Chip Design Software Export Controls
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1
NSTC Part 2 — Fortune Favors the Bold!
Investment, IP, geography, and juicy takes on bureaucratic organization
Apr 26
•
Jordan Schneider
5
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NSTC Part 2 — Fortune Favors the Bold!
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REPORT: How to Make the NSTC a Moonshot Success
Fortune favors the bold! The NSTC needs to take a high-risk, high-reward approach
Apr 24
•
Jordan Schneider
6
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REPORT: How to Make the NSTC a Moonshot Success
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Japan's Economic Security Renaissance
Chips, coercion, and lessons from the 1930s
Apr 10
•
Jordan Schneider
and
Lily Ottinger
16
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Japan's Economic Security Renaissance
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