China, Chips and Chaos with Chris Miller
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- Опубліковано 16 вер 2024
- In this episode, Anthony is joined by Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology.
Chris explains the high stakes of the semiconductor industry, “the new oil” that defines our national security, economic and geopolitical powers. He reveals the real ongoing battle between the United States and China, and why it is more vulnerable than ever to disruption.
𝗕𝗼𝗼𝗸 𝗮 𝗖𝗮𝗺𝗲𝗼 𝘄𝗶𝘁𝗵 𝗔𝗻𝘁𝗵𝗼𝗻𝘆!
www.cameo.com/...
𝗙𝗼𝗹𝗹𝗼𝘄 𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗼𝗻 𝗧𝘄𝗶𝘁𝘁𝗲𝗿:
/ scaramucci
𝗙𝗼𝗹𝗹𝗼𝘄 𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗼𝗻 𝗜𝗻𝘀𝘁𝗮𝗴𝗿𝗮𝗺:
/ scaramucci
#𝗧𝗵𝗲𝗠𝗼𝗼𝗰𝗵 #OPENBOOK
With advisors like this professor who is an alumni of the US State Dept school of echo chamber science, it is not a surprise their foreign policies are complete failures.
I believe this talk was done before the Huawei 7 nanometer chip release and I'm pretty sure Professor Miller had a mini stroke of some sort on hearing it.
Another excellent and educational podcast 👏. Thank you Anthony Scaramucci and Chris Miller 👍. Learn more about technology and Taiwan
Chris Miller said China is overated. When Huawei was cut off by sanctions from buying chips from TSMC, their cell phone business totally collapsed. It was said China's semi-fab was 10yrs maybe 15 years behind the US. Well aug 30, Huawei announced they are back in the cell phone business after a 3 year abence, with a chip based on 7nm process. Does this mean China can produce 7nm in volume? When Intel is only now (2nd 1/2 of 2023) expected to ship 7nm chips in volume?
Never bet against China!
Underrated podcast, just found it yesterday and loving it!
The China Russia border issue has been settled decades ago. There is no issue there. China has settled all land border issues except the one with India.
And the borders in the South CHina Sea.
Thanks for this interview and conversation
Thank you for listening, Owen!
a little out dated info, China SEMIC already mass produced high end 7NM chips and have been using many domestic suppliers.
The chaos is created by the big uncle Sam. Prior to the trade everything was fine. Good luck USA.
Informative… thank you…
Thank you Les.
You are officially misinformed
The Mooch
Always gets the best out of his guests😊The Mooch may just be the new 'most interesting Man' on Utube🤓
both interviewer and interviews are biased , substandard analysis of the chip
They want to see what they believe
This professor is a Russia expert, not a China expert. I bet he has never been in China and never saw the technological advancement in the last a few years. He says he sees no passway to peaceful reunification of China with Taiwan. He should learn from David Goldman who points out that the bad demographics of Taiwan (on par with South Korea) leads to a rapid shrinkage of the workforce. Either they will not have enough workers to be the semiconductor manufacturing hub or they have to import mainland Chinese (there are also fewer of them, but still a lot). By that time the reunification is then another matter and can be peaceful. This professor also does not seem to understand that semiconductors below 7 nm are nowhere used in military weapons (see goldman again) and the national security argument is only a faint. Furthermore, this professor seems not to know Morris chang's talks where he points out the main difficulty for the US to manufacture semiconductors is not the high cost structure in the US, it's the American labor force cannot work like the taiwanese. For instance, at any point in time 1000 engineers sleep in a TSMC dorm. This professor doesn't bring any insights to me.
today’s US is in ussr position !
The factory can to China it will be problem solve.