On China. Your administration agreed to send the most advanced or advanced NVIDIA and AMD chips obsolete now obsolete in well and in 50%. Probably in the twenties.No. Obsolete. No obsolete.Well, and then 50% army in the twenties. No, no, that's. This is an old chip that China already has.And I deal with Jensen, who is a great guy. And Nvidia, the chip that we're talking about, the H-20. It's it's an old chip.China already has it in a different form, different name, but they have it or they have a combinatio ...

Since China restricted its exports of critical minerals, Europe's leaders are coming to an alarming conclusion: the bloc's ability to ensure its own defense relies heavily on Beijing https://t.co/vd7zu7cyNb ...

Regulatory Changes - China's Ministry of Commerce adjusted the "Catalogue of Technologies Prohibited and Restricted from Export from China," adding battery cathode material preparation technology to the restricted technology list [1] - Restrictions on non-ferrous metal metallurgy technology now include five control points related to lithium extraction, such as spodumene to lithium carbonate/hydroxide, metallic lithium (alloy) and lithium material preparation, brine lithium extraction, and lithium-containing purification liquid preparation technologies [1] - Modifications were made to the control points for gallium extraction technology [1]

Market Dynamics - EDA 行业的主要参与者现在可以在中国开展业务 [1] - 美国和中国正在进行贸易谈判 [3][4] - 中国此前限制稀土出口，现在已达成初步协议恢复出口 [3][4] - 出口管制通常是国家安全问题，但现在被纳入贸易谈判 [4] Industry Impact - EDA 软件对于设计半导体至关重要 [2] - 美国在半导体设备领域领先，荷兰 ASML 是主要参与者 [6] - 如果华为能够自由使用 EDA，可能会缩小与美国的技术差距，设计自己的先进芯片 [5] - 中微公司 (Wang Wei) 已成为中国国家冠军，致力于解决关键瓶颈 [7] - 中微公司在 7 纳米芯片方面取得进展，但进展速度有所放缓，EDA 工具将帮助他们取得进展 [8] - 美国放松对华 EDA 出口限制令人惊讶 [9] Company Specifics - 西门子 (Siemens), Cadence Design Systems 和 Synopsis 受到出口限制回滚的影响 [2]

Export Restrictions - US lifts export restrictions on chip design software for China [1] Company Announcement - Siemens announces the lifting of US export restrictions [1]

China's ongoing restrictions on rare earth minerals have already begun to impact industries reliant on the key materials. China imposed export restrictions, which means that you now had to apply to get a license to be able to export these rare earths. We had a very short supply of these materials here in the United States.Certain auto companies have already run out. We saw Ford actually stop production of the Ford Explorer in Chicago because it hasn't been able to access these materials. There's a frustrati ...