Bloomberg Businessweek Where are Semiconductors Headed Under Trump?
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Dec 13, 2024 Chris Miller, an Associate Professor of International History at Tufts University and author of 'Chip War,' dives into the geopolitical dynamics of the semiconductor industry. He discusses how rising tariffs and U.S. policies under Trump are reshaping the tech landscape. The conversation explores Broadcom's influential role in AI chip design and its competition with NVIDIA. Miller emphasizes the strategic importance of semiconductors in global politics, highlighting their profound implications for national security and economic stability.
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Semiconductor Industry Shifts
- Two major shifts are impacting the semiconductor industry: increased AI infrastructure spending and rising US-China tensions.
- These trends affect every company in the sector.
Trump Administration's Chip Policy
- The incoming Trump administration is still determining officials for chip policy.
- Mid-level officials will significantly influence policy implementation regarding the CHIPS Act and export controls.
Differing Views within Trump Administration
- Trump has appointed officials with diverse views on US-China relations, some favoring stability and others advocating decoupling.
- The final decisions on chip policy will likely rest with Trump, mirroring his previous administration's approach.
