The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis.
In this episode of ChinaTalk, we all:
Deep dive into the CHIPS Act's recent Notice of Funding Opportunity (NOFO);
Discuss the potentially existential impact of A ... Show More
Yesterday
Quantum 201: US v China Quantum Industrial Base
Constanza Vidal Bustamante joins Chris Miller and Zachary Yerushalmi to break down her new report with John Burke, Quantum's Industrial Moment: Strengthening US Quantum Supply Chains for Scalable Advantage — a deep dive into the components, chokepoints, and policy levers that wil ... Show More
1h 14m
Apr 24
WarTalk: No Ammo for Taiwan, Polymarket, Bye Phelan, Will Driscoll Go The Distance?
The Pentagon is leaking to the press that America doesn't have the missiles to win a war over Taiwan — and the Iran war is the reason why. Meanwhile, a Special Forces master sergeant is looking at federal charges for a $400,000 Polymarket bet on the Maduro regime, and SecNav John ... Show More
58m 12s
Apr 2022
Tech Tonic, the US-China Tech Race: Spies & Lies (Part One)
<p>In the first episode of this season’s six-part series, the FT’s Global China Editor James Kynge tracks China’s dramatic transformation from the manufacturing workshop of the world to the next global superpower. The driver of that change is technology, sparking a battle between ... Show More
31m 37s
Apr 2022
US-China Tech Race: Chips with Everything
<p>Our latest season of Tech Tonic continues, with a deep dive into the semiconductor industry and Taiwan’s unique position as a bastion of computer-chip talent. James Kynge, the FT’s global China editor, looks into the unintended consequences of the race for semiconductor domina ... Show More
25m 58s