US vs China in the Chip War: Who Will Win?

Full Episode - https://youtu.be/iYC5nKJpGvY In this video, we explore the evolving semiconductor strategies of major countries amidst the ongoing chip war. We begin with the United States and examine the significant shifts in its approach over the last few years, especially in light of recent geopolitical challenges. Key points include the impact of the CHIPS Act, which allocates $39 billion for boosting domestic chip manufacturing, and the controversial export controls aimed at China. The discussion then turns to China's response, detailing its continued investment in self-sufficiency through industrial policy plans such as 'Made in China 2025,' despite potential trade-offs in quality and cost. The video provides a comprehensive overview of how these strategies are shaping the global landscape of the semiconductor industry and what implications they might have for the future. 00:00 Introduction to Global Chip Strategies 00:16 The U.S. Semiconductor Strategy 01:56 Impact of Export Controls on China 03:53 China's Response to U.S. Policies 05:24 Evaluating China's Self-Sufficiency Efforts 06:10 Conclusion: The Future of the Chip War