How the U.S. Lost Chip Dominance and How It Can Be Regained
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 14 January 2021
⏱️ 59 minutes
🧾️ Download transcript
Summary
The U.S. was once a manufacturing leader in semiconductors. That's no longer the case, given the rise of contract manufacturing and outsourcing, the dominance of Taiwan Semiconductor, and Intel's own design stumbles. But how did it come to this? And can it be reversed by government policy? On this episode we speak with Willy Shih, a longtime tech industry veteran and a professor at the Harvard Business School, to answer these questions.
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| 0:00.0 | On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference, |
| 0:05.2 | Bloomberg Green will convene the foremost leaders in business, finance, policy, academia, |
| 0:10.3 | and NGOs for candid conversations focused on creating solutions to support |
| 0:14.9 | the goals set forth at COP28. Join our community of global influencers and |
| 0:19.5 | problem solvers in Dubai to build connections, inspire innovation and challenge the status quo in the |
| 0:25.1 | battle against climate change. Register at Bloomberg Live.com slash B Green Radio. Hello and welcome to anotheracey Alaway. |
| 0:48.0 | Tracy Alawe. Tracy, remember when I said a few weeks ago that I thought we should do a semiconductor Odd Lot spinoff series. |
| 0:56.0 | No, not a whole, not a series, like a whole new show. The idea is a whole new show on the subject. |
| 1:01.1 | No, that's not what you said. You said you wanted to transform |
| 1:03.7 | OddBots into a semiconductor podcast. So this is the latest step in your plan to do that, I assume. |
| 1:11.1 | Yeah, so we're not going to do that and realistically I don't think we are going to have a new spin-off |
| 1:17.5 | Oddlots branded semiconductor show, but I do think but we are going to do some more episodes on the topic because it really |
| 1:25.9 | does just intersect with a lot of different themes. |
| 1:30.1 | They're sort of the pure tech question of their role in the economy, why different companies |
| 1:35.8 | are rising and falling. |
| 1:38.0 | It also intersects with things like national security and sort of economic strength and some of the |
| 1:45.1 | questions we've seen during the COVID crisis about say domestic manufacturing |
| 1:50.7 | and reliance on manufacturing in other countries. |
| 1:54.3 | So it's a it's a rich load to mine. |
| 1:57.3 | Yeah, well I mean you could go even further so it kind of gets to I guess the heart of a large body of economic thought, right? |
| 2:04.4 | How do you balance domestic interests with market forces? |
| 2:08.6 | So when the entire market is telling you to outsource manufacturing to a cheaper place and they can do it more |
... |
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