US Chip Export Controls Are Backfiring | Jon Y

Jon Y joins MTS to discuss US semiconductor export controls, China's efforts to build indigenous chip capacity, and the role of industrial policy in global technology supply chains. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/asianometry -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Impact of AI Export Controls (00:07) Restricting Manufacturing Equipment vs Chips (00:09) CXMT and Global Memory Competition (00:10) Asian Industrial Policy Models (00:18) Asianometry's Content Creation Process (00:19) Chokepoints and Supply Chain Resiliency (00:22) Favorite Cities Across Asia -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.