Скачать или смотреть How Export Controls Are Reshaping the Global Chip Industry: US-China Semiconductor Policies

In this video, we dive into how U.S.-led export controls are transforming the global semiconductor landscape — and what it means for chipmakers, investors, and the tech economy. Building on our previous videos “The Great Silicon Divide” and “Rare Earths: China’s Hidden Leverage,” this episode focuses on the latest policy shocks and the growing divide between U.S.-aligned and China-aligned tech ecosystems.

We cover why export controls are no longer short-term tactics but part of a lasting strategy to block China’s chip ambitions. We also explore how companies like NVIDIA, AMD, TSMC, ASML, and SMIC are adapting to constant rule changes, and how red tape is becoming a powerful geopolitical tool in the AI and semiconductor race.

Whether you're following the U.S. Department of Commerce’s moves, China’s retaliatory bans, or just trying to understand what’s next for your semiconductor investments, this video will give you the sharp edge on global chip policy.

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