Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo

1

Introduction

00:00 • 5min

2

Anxiety Over Semi Conductors

05:28 • 4min

3

The Supply Chain of Semiconductor Manufacturing

09:54 • 2min

4

Semi Conductor Manufacturing Equipment - Six Areas

12:17 • 5min

5

Is China a Major Player in the Foundry Industry?

17:04 • 2min

6

What's Driving the Industry to More Dense Semi Conductors?

18:51 • 2min

7

The US Commerce Department Is Planning to Cut Off China From Deep Ultra Violet Lithography Equipment

20:57 • 3min

8

Is the Commerce Department Trying to Freeze China at 14 Manimeters?

23:28 • 5min

9

Dutch Government's Control of D U v Equipment

28:01 • 2min

10

Is It a Fair Blanket Statement?

30:19 • 3min

11

Semi Conductor Industry - 52 Billion Dollars?

33:02 • 3min

12

Is the Subsidy a Down Payment?

35:57 • 3min

13

Is China and Tian Really Important?

38:42 • 2min

14

Is the Somi Conductor Problem Part of Segon Pink's Calculus on Tiwan?

40:34 • 4min

15

Washington Baging Tibe - Do You Think the Changes Are Undermining Deterrence?

44:42 • 3min

16

The Chinese Leadership Have Learned From the Chip Shortage

47:14 • 3min

17

Is the Antity Listing of Wawaynd Really the Cause of the Chip Shortage?

50:39 • 2min

18

Are We Doing Ourself Any Favors by Lighting a Fire to China's Supply Chain?

52:59 • 4min

19

Taking Ip Is Not a Business Model Rate Andi Really

56:30 • 2min

20

China

58:55 • 4min

21

Onor Recommendations for the Synico Podcast

01:03:07 • 2min

22

The Boys - A Natural History of the Future, a Natural History of the Future

01:04:48 • 2min

23

Semi Conductors and Other Technology - A Complex Industry

01:06:31 • 2min