What Next | Daily News and Analysis TBD | The Secret Semiconductor War
Jun 7, 2024
Asa Fitch, a reporter for the Wall Street Journal, discusses the semiconductor industry's global race for dominance, focusing on national security implications, Taiwan's emergence as a key player, and the challenges of reshoring chip manufacturing. The podcast highlights China's response to US pressure, industry dynamics between the US and China, and investment strategies of various countries.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Global Semiconductor Race and National Security Implications
02:24 • 2min
The Global Chip Race and Implications for the Future
04:38 • 3min
The Shift in Semiconductor Manufacturing and National Security Concerns
07:29 • 6min
China's Response to Pressure from the U.S. on Semiconductor Technology
13:39 • 3min
Semiconductor Industry Dynamics: US-China Competition and Investment Strategies
16:58 • 9min