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.

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.

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, 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.

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!