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The Wright Show

Is the Chip War against China Backfiring? (Robert Wright & Paul Triolo)

Oct 15, 2024
In this discussion, Paul Triolo, a partner at Albright Stonebridge Group and expert in China and technology policy, dives deep into the current chip war. He outlines the strategic motives behind U.S. export controls and their unintended consequences, illustrating how Biden's policies may have inadvertently strengthened China's semiconductor capabilities. The conversation touches on the perceived threats of Huawei and the complexities of U.S.-China relations, raising questions about national security and the long-term effects of these technological rivalries.
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Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The U.S. export controls aimed at China's semiconductor industry reflect evolving strategic justifications tied to military supremacy concerns.
  • Chinese response to U.S. restrictions has led to increased self-reliance and innovation within its domestic tech sector, particularly benefiting companies like Huawei.

Deep dives

Strategic Justification for Export Controls

The U.S. government's recent export control policies, particularly aimed at China's semiconductor industry, are driven by strategic justifications that have evolved over time. Initially, these policies targeted specific Chinese companies like Huawei, reflecting concerns about their role in critical technology sectors such as 5G. As tensions regarding potential conflict over Taiwan increased, the focus shifted to controlling advanced technologies deemed essential for military supremacy, particularly artificial intelligence. Ultimately, the Biden administration aims to restrict China's ability to develop cutting-edge AI capabilities that could alter the balance of power in a future military conflict.

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