Melvin(@MelvinInvests):China just put its own chip know how on its export control list. The draft covers AI processor designs at 14nm or below, DRAM designs at 18nm or below, and advanced 3D NAND designs. It also covers the interconnect for AI clusters with more than 10,000 accelerators. This is still a proposal and public comments run until mid November. China is no longer just on the receiving end of chip restrictions.

Melvin

@MelvinInvests

AI Analyst @MilkRoadAI | Finding opportunities across AI, photonics, defense, space, and tech.

参加 June 2026

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Melvin@MelvinInvests

2026.10.17 05:00

China just put its own chip know how on its export control list. The draft covers AI processor designs at 14nm or below, DRAM designs at 18nm or below, and advanced 3D NAND designs. It also covers the interconnect for AI clusters with more than 10,000 accelerators. This is still a proposal and public comments run until mid November. China is no longer just on the receiving end of chip restrictions.