AI Geopolitics in o3's Age with Chris Miller + Lennart Heim
ChinaTalk
Navigating Semiconductor Challenges
This chapter explores the strategic challenges faced by a leading semiconductor company amidst a rapidly evolving technology landscape and geopolitical tensions. It evaluates potential pathways for growth, the implications of government support, and competitive dynamics with TSMC, particularly in AI chip manufacturing. The discussion also emphasizes the need for improved oversight and strategies to bolster American competitiveness against international players like China.
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