# Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-01-20
- Length: 43m
- Episode: 101
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula
- Listen: https://share.transistor.fm/s/95037958

## Summary

Jordan Schneider, founder of China Talk, joins Ben Bajarin and Jay Goldberg to analyze the Biden administration's new semiconductor export controls targeting China. They discuss three key regulatory pillars: tightened restrictions on manufacturing equipment and high-bandwidth memory (HBM), new screening requirements for foundries like TSMC to prevent Huawei from bypassing rules, and a novel 'AI diffusion rule' that restricts where foreign nations can build large-scale AI data centers. The conversation explores the effectiveness of these measures in slowing China's AI advancement, the potential for Chinese workarounds via shell companies or inefficient scaling, and the unintended consequences for companies like Nvidia and the global supply chain.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=5) Introduction and Overview of New Regulations
- [3:57](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=237) Semiconductor Equipment and Memory Controls
- [6:47](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=407) Foundry Screening and AI Diffusion Rules
- [9:34](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=574) Motivations and Political Context
- [14:03](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=843) Effectiveness and Chinese Workarounds
- [17:50](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=1070) Hardware vs. Software and Economic Implications
- [30:14](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=1814) Impact on Nvidia and Global Data Center Strategy
- [38:36](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula#t=2316) Unintended Consequences and Future Outlook

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- China Talk (other)
- Nvidia (company)
- ASML (company)
- Huawei (company)
- TSMC (company)
- DeepSeek (company)
- Blackwell (product)
- Ascend 910B (product)
- CXMT (company)
- DDR5 (product)
- CUDA (other)
- Anthropic (company)
- OpenAI (company)
- Llama (product)
- Marvell (company)
- Broadcom (company)

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- [Silicon 100: Startups Worth Watching in 2023](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023) (EE Times Current)
- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (EE Times Current)
- [AI: chipset bans and keeping humans in the loop](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2022-09-02-ai-chipset-bans-and-keeping-humans-in-the-loop) (The Robot Report Podcast)
- [Daaaamn We're Duuuummmb](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-07-17-daaaamn-were-duuuummmb) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2025-01-20-episode-101-part-1-discussion-with-jordan-schneider-chinatalk-on-new-semi-regula. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.