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#59 – Chris Miller on the History of Semiconductors, TSMC, and the CHIPS Act
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What Is China Going to Be Doing Over the Next 10 Years?
The key question around catching up to the leading edge or even overtaking now seems to be around China. For most of the last 15 years, China's electronics industry was one of the most internationally connected of all the industries in China. But I think what we've seen over the last five to seven years is a meaningful shift driven by politics towards a much more bifurcated tech supply chain. And simultaneous to that, you see a pretty active US, Japanese, Taiwanese effort to cut off transfers of advanced technology to China with the goal of holding China back. The outlook for Chinese tech over the next 10, 15 years is going to be quite different from the last 10 or 15 years
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