It might just be the one thing Republicans and Democrats agree on — fear of China’s growing strength in AI and risk of losing semiconductor technology. But no one quite knows how to approach the problem.
On March 16, we discussed the future of China-U.S. relations, Taiwan’s strategic and uncertain position, and the role that semiconductor plays in it all.
Below are pre-read materials that attendees used to prepare for the discussion:
Podcast Microchips are the new oil interview with Chris Miller, author of the popular book, Chip War.
Article Chips Are the New Oil and America Is Spending Billions to Safeguard Its Supply
Capital Markets Research. These are easy-to-read slides on the history of U.S.-China relations and more about the semiconductor supply chain.
Structural Rivalry, Trade and Tech Decoupling by MUFG
Semiconductor Showdown by MUFG
*NEW* Economist Article. Why America’s controls on sales of AI tech to China is so leaky This covers the “arms” race to develop AI and technology restrictions between U.S. and China.
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Jake’s Article: Semiconductor Showdown
Kate’s Post: Book recommendations & take-aways