Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Thematic (Sector/Industry)

United states Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

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The new clarification of the October export restrictions came out today, and as far as I can tell, it is a slight liberalization of the previous export restrictions for semicap. 
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For AI, it looks to be the closing of the A800 and H800 loopholes.
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I read both documents. They are pretty dense, and instead of going through a super detailed analysis, I want to give you a spark notes version of the export restrictions and the implications.
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The new clarification of the October export restrictions came out today, and as far as I can tell, it is a slight liberalization of the previous export restrictions for semicap. 


For AI, it looks to be the closing of the A800 and H800 loopholes.


I read both documents. They are pretty dense, and instead of going through a super detailed analysis, I want to give you a spark notes version of the export restrictions and the implications.



October Restrictions Implications