Foreign Policy Live Chip Wars in a Trump 2.0 World
Dec 13, 2024
In this insightful discussion, Chris Miller, a leading expert on semiconductor competition and author of 'Chip War', dives deep into the high-stakes world of chip production. He explores how Trump’s potential tariffs might hinder China’s technological rise and examines the pivotal role of AI in reshaping the semiconductor landscape. The talk also highlights the geopolitical battle over energy resources crucial for AI advancements and the hurdles in U.S. semiconductor manufacturing amidst evolving global trade dynamics. A must-listen for tech and policy enthusiasts!
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Chip Provenance Importance
- Chip provenance matters for supply chain security and data security.
- Losing access to key chip producers like Taiwan could freeze the global electronics supply chain.
Global Chip Leaders
- Taiwan leads in processor chips, while Korea dominates memory chips.
- The US excels in chip design, but relies heavily on Taiwan's TSMC for manufacturing.
China's Chip Gap
- China lags behind in high-end chipmaking, especially in producing advanced tools.
- Huawei's new smartphone reveals a 5-6 year gap between leading Chinese chipmaker SMIC and Taiwan's TSMC.
