How will Intel and Qualcomm’s Washington talks shape US China chip policy?

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Intel and Qualcomm Executives to Discuss China Policy and Chip Export Controls with US Officials

Executives from Intel Corp and Qualcomm Inc are scheduled to visit Washington to engage with US officials regarding market conditions, export controls, and other issues impacting their businesses. These discussions are anticipated to center on potential tightening of export rules that could affect high-performance computing chips and shipments to companies like Huawei Technologies Co Ltd. This engagement comes as the Biden administration continues to implement policies aimed at influencing China's semiconductor industry and bolstering domestic chip production.
High-Level Engagement on Export Controls

The chief executives of Intel and Qualcomm are planning visits to Washington to hold discussions with US officials. These meetings are intended to address various business-related matters, with a significant focus on the current market landscape and existing or potential export controls. The specific officials these executives will meet with have not been disclosed, and both companies have declined to comment on the planned visits.
Potential Impact on Chip Shipments

US officials are reportedly considering the implementation of stricter export rules that would target high-performance computing chips and restrict shipments to Huawei Technologies Co Ltd. Such measures would directly affect companies like Intel, which is developing a new artificial intelligence chip slated for potential shipment to China. Similarly, Qualcomm, which possesses a license to supply chips to Huawei, would also be impacted by these proposed regulatory changes.
Broader Context of US Semiconductor Policy

These discussions occur against the backdrop of broader US policy initiatives concerning the semiconductor industry. In October, the Biden administration introduced a comprehensive set of rules designed to curb the advancement of China's semiconductor sector. Concurrently, the US is allocating substantial subsidies, amounting to billions of dollars, to foster growth and innovation within its own domestic chip industry.

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How will Intel and Qualcomm’s Washington talks shape US China chip policy?

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