Geopolitics Decanted by Silverado

How China Plans to Win the Chip War

Episode Summary

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 (