AEC Podcast 14: New Semiconductor Rule and News
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AEC Podcast 14: New Semiconductor Rule and News
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About this listen
In this episode I take a critical look at the newly released BIS rule for selling NVIDIA H200 Chips to China. What does the rule actually lay out, and is this an effective policy that will protect American technology and interests? I break down why I think this rule falls short.
Links:
https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china
https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov
https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership
https://www.csis.org/podcasts/ai-policy-podcast/future-nvidias-h200-china-and-pentagons-new-ai-strategy
https://www.cfr.org/articles/consequences-exporting-nvidias-h200-chips-china
https://www.cnas.org/publications/commentary/cnas-insights-unpacking-the-h200-export-policy
https://www.cfr.org/articles/new-ai-chip-export-policy-china-strategically-incoherent-and-unenforceable