Semiconductors, Tariffs, & Chip Restrictions Under Trump | Chris Miller

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 11 November 2024

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump’s 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more.

This conversation is a deep-dive into the semiconductor supply chain. Kofinas and Miller discuss how money is currently being allocated under the CHIPS and Science Act, the progress being made in domestic U.S. semiconductor fabrication, the challenges facing TSMC’s Arizona facility, and the troubles at Intel.

They also take a hard look at the outcomes resulting from the U.S. semiconductor export and end-use controls implemented against China, how effective or ineffective they’ve been, and ways to improve them. They also assess China’s own efforts at building out its domestic chip ecosystem and some of the loopholes that Chinese companies are systematically exploiting in order to become fully independent of and eventually overtake Western chipmakers and equipment manufacturers. They discuss the three largest limiting factors to scaling AI data centers, the national security threat posed by Chinese companies leapfrogging their U.S. competitors in the race toward AGI, and much more.

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Episode Recorded on 11/06/2024

Transcript

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0:00.0	What's up, everybody?
0:02.0	My name is Demetri Gaffinas, and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens,
0:11.0	to challenge consensus narratives,
0:13.0	and learn how to think critically about the systems of power shaping our world.
0:18.0	My guest in this episode is Chris Miller,
0:20.0	an associate professor of international
0:22.1	history at the Graduate School of Global Affairs at Tufts University and the author of Chip War,
0:28.0	a book that chronicles the history of a decades-long battle to control the world's most
0:33.2	critical resource, the microchip and the commercial industry that supports it.
0:38.4	This podcast was recorded the day after Trump's victory in the 2024 U.S. elections,
0:43.8	which means Chris and I had the opportunity to discuss the state and future of the semiconductor
0:48.8	industry in the context of that win, with all its implications for industrial policy, defense spending, tariffs,
0:56.5	export controls, trade wars, and much more. We dive deep into the semiconductor supply chain
1:03.0	between the first and second hours of this conversation. We discuss how money is currently
1:07.7	being allocated under the Chips and Science Act, the progress being
1:11.5	made in domestic US semiconductor fabrication, the challenges facing TSM's Arizona facility,
1:17.7	and the troubles at Intel.
1:19.3	We also take a hard look at the outcomes resulting from the US semiconductor export and end-use
1:25.1	controls implemented against China, how effective or ineffective
1:29.0	they've been, and ways to improve them. We also assess China's own efforts at building out
1:33.9	its domestic chip ecosystem and some of the loopholes that Chinese companies are systematically
	...

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