Hidden Forces
Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller
Nov 11, 2024
Chris Miller, an associate professor at Tufts University and author of "Chip War," provides keen insights into the semiconductor industry’s future amidst potential political shifts. He discusses the implications of Trump's 2024 candidacy for U.S. industrial policy and the allocation of funds under the CHIPS Act. Miller delves into the challenges facing American manufacturers like Intel and TSMC, the efficacy of U.S. export controls against China, and the risks of China's tech growth overtaking Western advancements, especially in AI.
49:48
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The semiconductor industry is central to U.S.-China geopolitical dynamics, influencing strategies on industrial policy and national security.
- U.S. export controls have restricted China's access to advanced chips, yet significant loopholes persist, challenging the effectiveness of these measures.
Deep dives
The Importance of Microchips
The microchip is recognized as a vital resource for modern technology and industry, embodying a decades-long geopolitical struggle primarily between the U.S. and China. The semiconductor supply chain has seen shifting tides, with the U.S. aggressively attempting to reshore manufacturing through initiatives like the Chips and Science Act. This involves not only financial investments but also policies aimed at safeguarding national security and technological independence. The ongoing conflict highlights how central microchips are to a nation's industrial policy and global competitiveness.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
