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cover of episode Trump Looks to Tighten Chip Ban; US Sides with Russia on UN Vote

Trump Looks to Tighten Chip Ban; US Sides with Russia on UN Vote

2025/2/25
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
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Chris Taig
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Jim DiMari
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John Stashower
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John Tucker
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Lawrence Summers
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Lindsay Newman
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Michael Barr
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Nathan Hager
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Tom McKenzie
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Vivek Ramaswamy
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特朗普总统
领导成立政府效率部门（DOGE），旨在削减政府浪费和提高效率。
Topics
特朗普总统：我计划收紧对中国的科技限制，包括更严格的半导体限制，并向盟友施压，要求他们加强对中国的限制。我对来自墨西哥和加拿大的进口商品征收关税的计划按计划进行。我寻求尽快结束乌克兰战争，并可能在本周会见泽连斯基总统，敲定一项关键矿产协议。我将采取行动纠正过去对美国不利的贸易政策，包括恢复加拿大XL输油管道项目。 Nathan Hager和Karen Moscow：特朗普政府计划收紧对中国科技领域的控制，包括更严格的半导体限制，并向主要盟友施压，要求他们加强对中国的限制。特朗普总统表示，对来自墨西哥和加拿大的进口商品征收的关税将于3月4日生效。特朗普政府在联合国大会上与俄罗斯站在一起，反对谴责俄罗斯全面入侵乌克兰的决议。特朗普总统表示，乌克兰总统泽连斯基可能在本周访问华盛顿，签署一项关于关键矿产的协议。 Tom McKenzie：特朗普政府正与美国伙伴（如荷兰和日本）合作，收紧对中国半导体行业的现有限制，例如限制这些公司工程师进入中国市场继续维护设备。特朗普政府的一些官员还在考虑进一步限制无需许可即可出口到中国的英伟达芯片类型。 Lawrence Summers：特朗普政府对乌克兰施压，要求其交出自然资源，这类似于凡尔赛条约对战败国的惩罚。 John Tucker：埃隆·马斯克向联邦政府雇员发出威胁性邮件，要求他们解释最近的成就，否则面临被解雇的风险，而特朗普总统则敦促马斯克采取更强硬的立场。 Jim DiMari：由于对特朗普政府的不确定性，银行的交易客户活动有所减少。 Michael Barr：纽约市长埃里克·亚当斯宣布，罗斯福酒店作为难民收容中心即将关闭。 Vivek Ramaswamy：我相信特朗普政府将为美国带来积极的改变。 Chris Taig：纽约州科克斯塔基惩教设施的狱警罢工，引发了严重的安全担忧。 John Stashower：纽约大都会队的先发投手肖恩·米纳亚因斜肌拉伤将缺席赛季初。 Lindsay Newman：特朗普政府迅速执行其议程，在与俄罗斯代表团会晤后，在联合国就乌克兰战争问题上与俄罗斯立场一致，这表明美国与其欧洲盟友之间存在分歧。特朗普政府与欧洲盟友在乌克兰战争问题上的立场存在差异：特朗普政府关注的是尽快结束战争并从中获益，而欧洲则更关注安全保障。特朗普政府的贸易政策将影响盟友和对手，旨在改善美国的经济未来。

Deep Dive

Chapters
The Trump administration plans to tighten semiconductor controls on China, pressuring allies like Japan and the Netherlands to limit Chinese access to chip technology. Simultaneously, tariffs on imports from Mexico and Canada are set to take effect, and there are discussions about reviving the Keystone XL pipeline.
  • Trump administration plans to tighten semiconductor controls on China
  • Pressure on allies Japan and Netherlands to limit Chinese access to chip technology
  • Tariffs on imports from Mexico and Canada set to take effect
  • Discussions about reviving the Keystone XL pipeline

Shownotes Transcript

On today's podcast:

  1. The US looks for further limits on China semiconductor access The Trump administration is planning to expand efforts to limit China's technological advancements, including tougher semiconductor curbs and pressuring allies to escalate restrictions on China's chip industry. The administration has met with Japanese and Dutch counterparts to restrict maintenance of semiconductor gear in China and is discussing sanctions on specific Chinese companies and further restricting chip exports to China.

  2. President Trump breaks with allies on blaming Russia for the war in Ukraine The US and Russia voted against a European-backed resolution in the UN General Assembly that calls out Moscow's "full-scale invasion" of Ukraine exactly three years ago. The US and Russia later aligned in the Security Council to approve a US resolution calling for a "swift end" to the conflict without assigning blame, a stark reversal from policy under President Joe Biden.

  3. President Trump says tariffs on Canada and Mexico are on track President Trump said tariffs scheduled to hit Canada and Mexico next month were "on time" and "moving along very rapidly." A US official cautioned that the schedule could be less certain, and the fate of the special 25% levy on Canada and Mexico was still to be determined.

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