The Red Line

81 - The Geopolitics of Microchips and Semiconductors

Oct 30, 2022
The podcast discusses the Biden administration's ban on high-end microchips and semiconductors entering China, the potential consequences of imposing sanctions on China's access to these technologies, the geopolitical significance of microchips, and the impact of restrictions on China's semiconductor industry. It also explores the concept of extreme measures countries may resort to, China's response to threats of decoupling in the industry, and the implications of the US's actions on China's regional ambitions and military modernization.
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1
Introduction
00:00 • 2min
2
The Effects of Imposing Sanctions on Microchips and Semiconductors
01:58 • 3min
3
The Geopolitics of Semiconductors and Microchips
04:43 • 16min
4
Geopolitics and Impact of Semiconductor Restrictions on China
21:02 • 13min
5
The Consequences of Pulling Out All the Stops
34:21 • 2min
6
China's Response to Threats of Decoupling in the Semiconductor Industry
36:03 • 14min
7
China's Semiconductor Industry and the Impact of US Restrictions
50:29 • 32min
8
Geopolitics and Implications of Microchips and Semiconductors
01:22:06 • 4min