Nearly 90 percent of the advanced semiconductor chips that power the modern world, from high-end smartphones to weapons systems, are made by one company in Taiwan. This monopoly has a profound impact on geopolitics and the global economy. How did we get to this point? And does any other country or company stand a chance at breaking in? To discuss this and mu ... Show More
Jan 2023
War in Taiwan: Who Would Win?
China v Taiwan: who would win? Michael O'Hanlon, a senior fellow and director of research at Brookings. He specializes in U.S. defense strategy, the use of military force, and American national security policy.
We discuss
The limits of scenarios that predict the outcome of a Chi ... Show More
1h 8m
Mar 2023
Chips Avengers 2023: Chips Act + AI Revolution
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 ... Show More
55m 22s
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