Semiconductor Race: Taiwan's Role in the U.S.-China Tech War | Taiwan Talks EP96

Chapters:
0:00 Introduction
3:40 Morris Chang on globalization
6:50 Tenacity of Taiwanese engineers
8:50 CHIPS Act and U.S. plants
11:55 Challenges for Intel, Samsung
13:00 TSMC Mega-fab
17:15 Moore’s law
20:10 Blocking China’s innovations
23:25 U.S. commitment to Taiwan
27:15 China military buildup
33:25 Production in Taiwan and China
38:40 Decoupling from China
41:30 Risks of doing business in China
45:30 Taiwan in Southeast Asia

Today’s show is an exclusive interview with Chris Miller, the author of “Chip War: The Fight for the World's Most Critical Technology.” Miller is Associate Professor of International History at the Fletcher School at Tufts University and Jeane Kirkpatrick Visiting Fellow at the American Enterprise Institute, specializing in key shifts in technology, international politics and economics.

Speaking with Taiwan Talks, Miller details how the great power competition between the U.S. and China has intensified over technology. With a decoupling trend and rising Chinese military power, Taiwan faces multiple challenges, especially over whether Moore’s law will continue to hold true.

The show also zeros in on topics such as TSMC’s Arizona investment, U.S. agenda towards China and Taiwan, U.S. security commitment to Taiwan, and opportunities for Taiwan’s chip industry.

#chips #Taiwan #TSMC #semiconductor #ChrisMiller #supplychain #resilience #innovation #deterrence #diversification #r&d #mooreslaw #TaiwanStrait #globalization #China
#geopolitics #economics #ChipWar #MorrisChang

[minghsunlee]

The interview is great. Congratulations Alex

[danzwku]

15:57 why would it be disastrous and traumatic? What would be wrong with technology slowing down, for example having the best iPhone that will ever exist this year, only to have incremental improvements every few years (I'm sure consumer electronics aren't the issue here but) I know I'm missing something here.

[TechTalkWorldWide_Channel]

🕺 Dancing robots and coding wizards! 🤖💃 Unbelievably cool! Catch more tech tea on my channel.

[fayyaznoor]

The U.S military spending is four times that of China.