Here is an excerpt from their conversation:

Nii Akrofi Smart-Abbey:

I wonder if this description of blow hot, blow cold with the [US] control measures worries US manufacturers or US players in the semiconductor industry.

Robb Gordon:

What I will say is that we have to be cognizant of what the government, not just our government here in the US, but the other governments around the world are doing as far as restrictions, which could make it more difficult for Western companies to do business in China. It’s no secret many companies have a large footprint in China, not just a manufacturing footprint, but also a consumer footprint. A significant amount of revenue from many companies comes from China and a lot of that revenue then comes back to the United States or to the home country, the host, the country of origin for the company in terms of capex spending, in terms of R&D. So there is definitely some benefit derived from those profits that are made overseas. So that’s something that we have to balance. We’re continually making sure that we’re compliant and that we are within the guidelines of all of them, whether they’re guardrails or the export controls that are put in place by the US government. So it is something we deal with and work with all the time.

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