Jay Goldberg

Bill Reinsch, a senior adviser at CSIS and former Under Secretary of Commerce, teams up with Jay Goldberg, author and host covering the semiconductor industry. They discuss Trump's tariff impacts on semiconductors, revealing four driving instincts behind the policy. The duo explores how these tariffs could boost China’s chip production and complicate U.S. alliances. They also debate whether major companies like Nvidia and Tesla are too vital to face consequences, shedding light on the tangled dynamics of global trade.