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The Jordan Harbinger Show

919: Chris Miller | Chip War: The Battle for Semiconductor Supremacy

Nov 9, 2023
01:09:37
Snipd AI
Author Chris Miller explores how semiconductors are crucial components in various technologies and the geopolitical battle for semiconductor supremacy. The discussion covers the complexity of semiconductor manufacturing, China's efforts to catch up in the chip industry, the implications of the CHIPS and Science Act, and the challenges of competing with China's tech ecosystem. The potential consequences of China invading Taiwan and the role of quantum computing in the semiconductor industry are also explored.
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Podcast summary created with Snipd AI

Quick takeaways

  • China's progress in high-end chip manufacturing is far behind companies like Apple, and it may take a decade or longer for China to catch up.
  • Chip manufacturing is a complex process that requires unique expertise and specialized infrastructure, making it challenging for China to replicate without assistance.

Deep dives

China's Challenge in Catching Up with High-End Chip Manufacturing

China is investing billions of dollars in its chip industry and making progress in certain areas, but it is still far behind in high-end chip manufacturing. While it may catch up to the current level of chips in a couple of years, companies like Apple will continue to produce chips that are substantially better, keeping China at a significant gap. It may take China a decade or even longer to reach the cutting edge of chip manufacturing, if at all.

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