The State of the Global Semiconductor Competition with Chris Miller

On this special episode of the AI Policy Podcast, we are joined by Chris Miller, author of Chip War: the Fight for the World's Most Critical Technology, and Professor of International History at Tufts University. We discuss Secretary of Commerce Gina Raimondo's CHIPS Act announcement (1:38), how the semiconductor landscape has changed since Chip War was published (6:39), why U.S. export controls on Russia and China are leaky (12:29), and the latest news from the Chinese semiconductor industry (22:58)

[@user-zj3cu4wn6j]

Thank you for this podcast.

[@AdvantestInc]

Fascinating discussion on the U.S.'s strategic push in semiconductor manufacturing.

[@abdelkaioumbouaicha]

📝 Summary of Key Points:
📌 The U.S. aims to produce 20% of the world's leading-edge logic chips by the end of the decade, focusing on semiconductor manufacturing to reduce dependence on other countries like Korea and Taiwan.
🧐 China is heavily investing in its semiconductor industry, with significant subsidies and a focus on self-sufficiency, leading to potential global market impacts and challenges for Western companies.
💡 Additional Insights and Observations:
💬 Quotable Moments: "The U.S. is not aiming for complete self-sufficiency in semiconductor manufacturing but seeks increased self-reliance and flexibility in the industry."
📊 Data and Statistics: China's government subsidizes its semiconductor industry with $65 billion per year, emphasizing the push towards self-sufficiency and reducing reliance on foreign technology.
🌐 References and Sources: The discussion highlighted the importance of multilateral cooperation in enforcing export controls to prevent adversaries like China from accessing advanced technologies.
📣 Concluding Remarks:
The global semiconductor competition, especially with China's aggressive investments, poses challenges and opportunities for the U.S. The focus on self-sufficiency, export controls, and strategic partnerships will be crucial in navigating the evolving semiconductor landscape.
Generated using TalkBud

[@user-zj3cu4wn6j]

One interesting factor that I’m sure The United States Of America is either aware or unaware of, one of Samsungs building hub is in China of the coast of Macau China. So to one extent the chip technology and or the small information that is being either possibly transmitted back to there main hubs. For example the same way we make a phone call and it is relayed to a remote satellite on the other part of the world or maybe to the neighboring city, so to fact that we can call around the world some of these companies that The United States Of America is unaware may be collecting information in the same way we make calls via a possible chip information relay. Again a possible theory yet from my perspective as A Marine when I saw it I was extremely baffled with the possible information gathering from these countries. Especially those who pose a threat to The United States Of America.

[@user-zj3cu4wn6j]

I have a question when you say that if companies are told not to sell 7 nanometer chips is it possible for them to sell 7 nanometer chips as possibly smaller versions even though they are 7 nanometer chips? I have no where near the knowledge you all have yet have the interest of our Nations Security. God Bless American Loving Citizens and God Bless America!