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Chip Industry & Policy

The business and politics of chips: export controls and tariffs, chip design tools, shortages and supply.

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Inside Chip Industry & Policy

Export Controls & Chip Geopolitics US export controls on AI chips to China, Nvidia H20 and licence fights, the CHIPS Act, chip tariffs, SMIC, Huawei Ascend and smuggling cases.
Chip Design & EDA Chip design: Synopsys, Cadence, Siemens EDA, AI for chip design, FPGA and ASIC design flows and tapeouts.
Chip Supply & Shortages Chip shortages and gluts, lead times, automotive and PC chip supply, the Nexperia dispute, the AI memory crunch and fab construction.

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