Arrian Ebrahimi

📍北京, DC, CA｜ Sing Heav’nly Muse, that on the secret top｜但少闲人如吾两人者耳｜writes about chips｜@GeorgetownLaw 🏛｜@PKUYCA 🀄️｜@SEUXCTF 🐐

[Arrian Ebrahimi @arrian_ebrahimi]

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[Arrian Ebrahimi @arrian_ebrahimi]

Thank you to @thewirechina for publishing my and Lizzi Lee's analysis on what China's subsidies and equity investments for the semiconductor industry demonstrate about the PRC's political decision-making process.

https://t.co/dO75zmt3GN

[Arrian Ebrahimi @arrian_ebrahimi]

How political are China’s chip subsidies? This week’s Chip Capitols article looks at China’s other major tool of semiconductor industrial policy, subsidies, to see if it is any better-oiled a political mechanism than equity investments: https://t.co/xyMIlPOAtE

[Arrian Ebrahimi @arrian_ebrahimi]

This week's Chip Capitols post is out with a never-before-seen measure of the totality of China's subsidies for semiconductor manufacturing equipment (SME) companies. Check it out below and subscribe!

https://t.co/B8mAmFFrbE

[Arrian Ebrahimi @arrian_ebrahimi]

Are the Chinese central government's and state-owned enterprises' investments into the semiconductor manufacturing equipment sector in sync?
➡️ No, not even close.

Be sure to subscribe to Chip Capitols for more!
https://t.co/o4lCQE399f

[Arrian Ebrahimi @arrian_ebrahimi]

How much money is the Chinese government spending on chipmaking equipment… total?
--> State equity investments totaled $3.26 billion in 2021, $1.57 billion in 2022, $2.86 billion in 2023.

Be sure to subscribe to Chip Capitols for more!
https://t.co/F5wj0CUg7r

[Arrian Ebrahimi @arrian_ebrahimi]

《晶片岛上的光芒》，slated for 2025 release in English as "Chip Island: How TSMC and Taiwan Triumph," is the ultimate history of Taiwan's national treasure.

🇨🇳Chinese conversation with the author here: https://t.co/V4RjoGMBeh
🇺🇸English transcription here: https://t.co/lKkRzmHKx1

[Arrian Ebrahimi @arrian_ebrahimi]

After a start-of-law-school-induced hiatus, I'm excited to share the first of three projects I’ve had in the works for a while! Today’s is my second piece with @IFRI_ on China’s mature-node semiconductor overcapacity.
https://t.co/hQ4IXlEjiJ

[Washington Post Opinions @PostOpinions]

"Sustaining Moore’s law is critical to our nation’s future prosperity and security, and to nearly every segment of technology," @crmiller1, @jordanschneider and @arrian_ebrahimi write. https://t.co/Bitr52UJY1

[Arrian Ebrahimi @arrian_ebrahimi]

🇪🇺 EU policymakers should focus their Chips Act funds on domestic firms to catalyze long-standing vertically integrated European value chains in mainstream chip technology. Read my briefing for @IFRI_ below!

https://t.co/XEhZ3LHFMv

[Washington Post Opinions @PostOpinions]

To win the chip war, the U.S. must prioritize revolutionary research, @crmiller1, @jordanschneider and @arrian_ebrahimi write. https://t.co/1Gs64Ii5pK

[Arrian Ebrahimi @arrian_ebrahimi]

Check out this piece from @crmiller1, @jordanschneider, and me in @washingtonpost, where we argue how the CHIPS Act's National Semiconductor Technology Center (NSTC) can become a unique, enduring institution in the US chip ecosystem🇺🇸🦅

https://t.co/UiKGLxbYom

[Jordan Schneider @jordanschneider]

NSTC: the most important American S&T policy of the decade? After over fifty interviews and a year of research, really proud of what we put together here on how to make sure the NSTC shoots for the stars

[Caleb Watney @calebwatney]

Very excited about a new paper from @jordanschneider and @arrian_ebrahimi on the R&D agenda for CHIPS

The National Semiconductor Technology Center has received a lot less attention than the big manufacturing subsidies, but it has the potential to be the most impactful part of CHIPS

[Joe Weisenthal @TheStalwart]

This is interesting about how building up domestic capacity can backfire

[Arrian Ebrahimi @arrian_ebrahimi]

@QuantumDom sorry though that it took a Belgian to sell me on Poland😅

[Arrian Ebrahimi @arrian_ebrahimi]

@QuantumDom This poet has me dreaming about the day I can stroll along the ramparts of Warsaw: https://t.co/I0Bidk3cNY

[Arrian Ebrahimi @arrian_ebrahimi]

@jordanschneider well, the fabless folks have been railing about how the chip industry isn’t sexy enough

[Arrian Ebrahimi @arrian_ebrahimi]

Merci à @Siecledigital de m'avoir invité à participer à votre podcast sur le potentiel bouleversement de l'industrie des semi-conducteurs !

"Sam Altman, les dessous d'un projet à 7 000 billions de dollars"

https://t.co/sLP91yLljj

[Arrian Ebrahimi @arrian_ebrahimi]

https://t.co/un7djEV3nz

[🌿 lithos @lithos_graphein]

🍎 Fresh.
ASML's annual report officially confirms ChinaTalk's scanner export control analysis from Oct 2023.
Both the NXT:1970i & NXT:1980Di are blocked from a select group of semiconductor companies in China.
@jordanschneider

[Arrian Ebrahimi @arrian_ebrahimi]

@asianometry @jordanschneider What I’d give to not be on the opposite side of the planet that day🤩 @jordanschneider @asianometry