Abhijit Athavale's Blog

The Joe Biden administration recently announced a new round of sanctions on China in an attempt to choke off access to AI and Semiconductor technologies developed by US and allied companies.  Will these sanctions affect India? My thoughts below: Let's first look at the sanctions at a high level. If you want details, this report by Gregory C Allen of CSIS does a phenomenal job. Additionally, a  Wall Street Journal article , and a Twitter thread by Jordan Schneider, an analyst at  @rhodium_group   on China and technology sheds light on the fate of American executives working in Chinese AI and Semiconductor companies.  From the CSIS report: t he policy first disclosed on September 1st this year was incomplete.  On October 7th, t he Biden administration announced a massive  policy shift  on semiconductor exports to China as well as  revised rules  for how the lists of restricted parties are managed. The revised rules require Chinese en...

  A recent  announcement  that the Vedanta Group, an Indian mining and minerals conglomerate is partnering with Foxconn, a giant Taiwanese electronics contract manufacturer, to build a fab in India seems to have confused the experts. I wonder why the experts always appear to be stumped. Perhaps, because they are experts? If they would just try and understand Foxconn group's history, there'd be no more stumping. In 2016 Foxconn acquired Sharp Electronics. Sharp has a .13µ 8"fab. In 2018, EE Times  reported  that Foxconn plans to invest $9Bn in a fab in Zhuhai, China. Foxconn was expected to draw on the Sharp fab to get this started . “One of the Hon Hai group’s (aka Foxconn) goals when acquiring Sharp was to gain semiconductor technology,” Tokyo-based Mizuho Securities analyst Yasuo Nakane told EE Times. In March of 2020, Foxconn  warned  of materials shortage. What does Vedanta excel in? You see my point? . There's also this: "It set up a  IC pack...