David Kris opens this episode of the Cyberlaw Podcast by laying out some of the massive disruption that the Biden Administration has kicked off in China's semiconductor industry – and among its Western suppliers. The reverberations of the administration's new measures will be felt for years, and the Chinese government's response, not to mention the ultimate consequences, remains uncertain.
Richard Stiennon, our industry analyst, gives us an overview of the cybersecurity market, where tech and cyber companies have taken a beating but cybersecurity startups continue to gain funding.
Mark MacCarthy reviews the industry from the viewpoint of the trustbusters. Google is facing what looks like a serious adtech platform challenge from many directions – the EU, the Justice Department, and several states. Facebook, meanwhile, is lucky to be a target of the Federal Trade Commission, which rather embarrassingly had to withdraw claims that Facebook's acquisition of Within would remove an actual (as opposed to a hypothetical) competitor from the market. No one seems to have challenged Google's acquisition of Mandiant, meanwhile. Richard suspects that is because Google is not likely to do anything much with the company.
