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80,000 Hours Podcast cover image

#166 – Tantum Collins on what he’s learned as an AI policy insider at the White House, DeepMind and elsewhere

80,000 Hours Podcast

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Assessing the Impact of Measures on Chip Production and China's Indigenization Efforts

It is too early to determine the long-term effects of various measures on the semiconductor industry./nThe CHIPS Act is a significant domestic investment by the US to support the industry./nExport controls aim to limit Chinese access to chips and the materials and machines used in their production./nChina has made significant investments in indigenization./nChinese manufacturing capacity is substantial and sophisticated./nPrecision machining of semiconductor components is challenging and requires components from a small number of tightly allied countries./nThe defense of China's lead in manufacturing capacity is more difficult than previously thought./nThe US has a strong advantage in the semiconductor ecosystem.

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