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The export controls were revoked before it triggered Chinese protectionism: https://www.silicon.co.uk/e-innovation/artificial-intelligence/china-nvidia-h200-627

• mlinsey 1mo ago
  Revoked or not, just ever having those controls signals to the Chinese ecosystem that you're not necessarily a reliable supplier (Would you trust US export policy to remain stable for the next ~decade given the state of US politic?) and to the Chinese government just how strategically important you see these components. This isn't the kind of thing you can hash out in public and go back and forth on. Once you put it out there, the other party will take steps to make sure they don't have to rely on us in the long run.
• re-thc 1mo ago
  > The export controls were revoked before Zai is on another "export control" list outside the broader 1. Doesn't help.
• bigbadfeline 1mo ago
  The export controls were not revoked, only reduced, and not before, but after China refused to buy low performing chips. Top gear was and is still sanctioned, as is any EUVL equipment.
  • bigbadfeline 1mo ago
    And to add to the above: by building their own supply chain for chips, China is helping the unprivileged, those who can't front-run the market with long-term contracts. If China wasn't producing their own chips, the prices for us would be even higher. Similar to the war-pricing of oil, China's reduction of imports is actually helping to keep our inflation from going even higher.
• anramon 1mo ago
  And it doesn't matter, it still pushed China to speed-up their AI related hardware development.