
Geopolitics Decanted is a podcast featuring geopolitical analysis and in-depth expert interviews on topics ranging from War in Ukraine, Great Power Competition with China, changing nature of warfare, sanctions and export controls, semiconductors and cybersecurity. This is a podcast for people who care about the details and are seeking a comprehensive understanding of global issues, not just the sound bytes. It is hosted by Dmitri Alperovitch, Chairman of Silverado Policy Accelerator (www.silverado.org), a Washington DC-based non-profit with a mission to promote prosperity and global competitiveness for America and its allies by accelerating bipartisan strategic, economic and technological policy solutions.
Episodes
Tuesday Apr 25, 2023
How China Plans to Win the Chip War
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Dmitri Alperovitch talks with Chris Miller, author of the recent New York Times bestseller Chip War: The Fight for the World's Most Critical Technology, about one of the central elements of the US-China confrontation: semiconductors. Topics discussed include:
- Which chips are more critical: advanced or foundational (aka mature)
- The history of how Taiwan's TSMC had become the world's #1 chipmaker and China's attempts to follow in their footsteps
- The effect of US export controls on China's semiconductor industry and China's retaliatory options
- Why Taiwan chose to undermine its own Silicon Shield strategy
- Whether the US is likely to attempt to destroy Taiwan's fabs if China succeeds in conquering the island
- Whether the US chips fabs can be price-competitive with Asian manufacturers?
- Why Korea will likely not become the new Taiwan as a world leader in semiconductor manufacturing
- And much more
Music: "Trade War" by Zhao Liangtian (https://www.scmp.com/news/china/society/article/3012160/man-behind-viral-chinese-hit-trade-war-turns-volume-singing)
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