In this conversation, Andrew Homan, Managing Partner at Maverick Silicon, and Chris Miller, Tufts professor and "Chip War" author, dive deep into the semiconductor industry. They explore the seismic shifts caused by AI in chip demand and the strategic challenges major players like Intel are facing. The duo discusses the geopolitical complexities of self-sufficiency, the rise of fabless manufacturing, and the investment landscape for startups. They highlight the pressing need for sustainability in semiconductor capital expenditure and the role of innovation in this ever-evolving digital age.

In this discussion, Chris Miller, a Tufts University historian specializing in semiconductor technology and author of "Chip War," explores the sudden rise of the Chinese AI chatbot DeepSeek. He unpacks its potential to disrupt the tech landscape, especially in relation to American companies like Nvidia, which saw a shocking 17% drop in stock value. Miller delves into the geopolitical implications of this competition, highlighting how DeepSeek's success poses significant challenges to U.S. dominance in AI and semiconductor manufacturing.

Chris Miller, an Associate Professor of International History at Tufts University and author of 'Chip War,' dives into the geopolitical dynamics of the semiconductor industry. He discusses how rising tariffs and U.S. policies under Trump are reshaping the tech landscape. The conversation explores Broadcom's influential role in AI chip design and its competition with NVIDIA. Miller emphasizes the strategic importance of semiconductors in global politics, highlighting their profound implications for national security and economic stability.

Edward Fishman, a leading authority on economic statecraft and a professor at Columbia University, shares insights from his book on economic warfare. He discusses how the U.S. uses economic tools like sanctions to assert its power in global crises. Along with Chris Miller, a Tufts University historian, they examine the complexities of sanctions against countries like Iran and Russia. They also delve into the evolving nature of economic strategies in modern diplomacy and the role of technology in navigating these turbulent times.

Chris Miller, author of "Chip War" and a technology geopolitics expert, joins Lennart Heim, an information scientist at RAND, to dissect AI's geopolitical landscape. They delve into China's surprising algorithmic advancements and the shifting focus of U.S. export controls. The duo highlights the complex dynamics of AI chip production and the challenges posed by national security concerns. They also explore the evolving AI business models and the need for collaboration amid fierce US-China competition.

Chris Miller, an Associate Professor at Tufts University and author of "Chip War," dives into the world of semiconductor technology, revealing how chips have become as vital as oil in today's economy. He discusses the major players in the chip landscape, highlighting Taiwan's dominance and the strategic implications of U.S. export controls on China. Miller also shares insights into the complex geopolitical dynamics between China and Russia, emphasizing how these relationships shape our technological future. Additionally, he stresses the urgent need for balanced regulation amidst rapid AI advancements.

Chris Miller, an expert in international history and author of "Chip War," dives into the high-stakes world of semiconductor technology. He discusses the significance of the semiconductor supply chain's fragility and the geopolitical tensions between the U.S. and China. Miller highlights Taiwan's pivotal role in chip manufacturing and the challenges facing industry giants like TSMC. He also touches on the future of AI, quantum computing, and the interconnected dynamics between technological advancements and national security.

Chris Miller, a professor at the Fletcher School and author of "Chip War," dives into the recent U.S. export restrictions on semiconductors to China. He unpacks the significance of these measures for China’s tech ambitions and national security. The conversation touches on the historical context of semiconductor diplomacy, the impact of the pandemic on supply dynamics, and the potential consequences of military action in Taiwan on chip production. Miller paints a vivid picture of the strategic importance of semiconductors in today’s global landscape.

In this insightful discussion, Chris Miller, a leading expert on semiconductor competition and author of 'Chip War', dives deep into the high-stakes world of chip production. He explores how Trump’s potential tariffs might hinder China’s technological rise and examines the pivotal role of AI in reshaping the semiconductor landscape. The talk also highlights the geopolitical battle over energy resources crucial for AI advancements and the hurdles in U.S. semiconductor manufacturing amidst evolving global trade dynamics. A must-listen for tech and policy enthusiasts!

Chris Miller, an associate professor at Tufts University and author of "Chip War," provides keen insights into the semiconductor industry’s future amidst potential political shifts. He discusses the implications of Trump's 2024 candidacy for U.S. industrial policy and the allocation of funds under the CHIPS Act. Miller delves into the challenges facing American manufacturers like Intel and TSMC, the efficacy of U.S. export controls against China, and the risks of China's tech growth overtaking Western advancements, especially in AI.