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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Quick takeaways
- The semiconductor competition is crucial for national security, with Taiwan and South Korea holding key production capabilities essential for advanced technologies.
- US export controls and potential tariffs aim to counter China's semiconductor self-sufficiency strategy, but global supply chain complexities challenge effective enforcement.
Deep dives
The Significance of Semiconductor Production
The production of semiconductors is crucial for modern economies due to their extensive use in various devices, from smartphones to advanced military systems. The current dominance of semiconductor manufacturing is concentrated in Taiwan and South Korea, with Taiwan producing a staggering 99% of the most advanced chips used for AI training. This concentration raises concerns about supply chain security; losing access to these regions could paralyze global electronics production. As such, the geopolitical scramble for semiconductor supremacy, often referred to as the 'chip wars,' highlights the interplay between technology and national security.
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