Chips
-
Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
-
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
-
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
-
An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
-
TSMC in Arizona, Arizona Challenges, Realities and Motivations
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
-
Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
-
China Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.
-
An Interview with Dan Wang About the China Chip Ban
An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
-
Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
-
More on the China Chip Ban, The AI Focus, Apple and YMTC
More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.
-
The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.