ChinaTalk

US-China Chip War

Oct 27, 2022

Reva Goujon is an analyst at Rhodium Group, offering insights on the semiconductor landscape and US-China relations. Jay Goldberg, a venture capitalist in deep tech, discusses investment trends. Doug O'Laughlin, author of the Fabricated Knowledge Substack, provides commentary on the semiconductor sector. Martin Chorzempa of the Peterson Institute analyzes the economic dimensions of technology. They delve into the implications of Biden's export controls, China's potential responses, and how these regulations might heighten risks of conflict.

01:01:41

Episode guests

AI Chapters

Episode notes

Intro

2min

Navigating Strategic Competition and Export Controls

3min

Shifts in U.S. Semiconductor Export Controls

21min

China's Response Limitations in Geopolitical Tensions

2min

Navigating Semiconductor Regulations

11min

Challenges in Semiconductor Manufacturing

17min

Escalation Ladders: The Intersection of Tech Control and Global Tensions

2min

Navigating the Future of Semiconductor Innovation

4min

What will the Biden administration's new export controls mean for the US and Chinese semiconductor industries as well as the future of the US-China relationship?

To discuss, I assembled the Chips Avengers, consisting of Reva Goujon (Rhodium Group), Jay Goldberg (Digits to Dollars), Doug O'Laughlin (Fabricated Knowledge), and Martin Chorzempa (PIIE). We got into

The second-order implications of the Biden Administration's moves for industry
What it would take for China to circumvent these controls
How Beijing might strike back
How the regulations could impact the risk of war

Outtro music by Chinese rapper and pop star 婁峻碩 called Playlist: https://www.youtube.com/watch?v=YGl-s-FzsFI

Image courtesy of midjourney from the prompt: "US China chip war EUV"

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