Navigating National Security and Semiconductor Trade

This chapter explores the intricate relationship between national security, export controls, and the semiconductor industry, particularly through a recent meeting of a major tech company with the U.S. government. It discusses the challenges of balancing domestic manufacturing with foreign partnerships, especially regarding U.S.-China trade relations and implications for companies like NVIDIA. The conversation also reflects on the evolving dynamics of international markets, government intervention, and the strategic importance of the semiconductor sector in light of geopolitical tensions.