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China's Strategy to Counter US Export Controls
Full Episode - https://youtu.be/iYC5nKJpGvY
This conversation is around the U.S. CHIPS Act and export controls on the semiconductor industry from both American and Chinese perspectives. It explores strategies China might use, including leveraging its dominance in rare earth elements, gallium, and germanium, and the potential consequences of such actions. The discussion highlights the interdependencies in global supply chains, the potential economic repercussions for both the U.S. and China, and the shifts in production to countries like Vietnam and Thailand.
00:00 Introduction: U.S. Export Control Strategy and the CHIPS Act
00:36 China's Potential Countermeasures: Rare Earth Elements
01:00 Challenges of Retaliation: Economic Interdependence
01:55 The Cost Dynamics: Shifting Assembly Outside China
02:38 Conclusion: Comparative Costs and Political Palatability
Book Links:
#AnirudhSuri:
The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My
#ChrisMiller:
Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg
The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7
Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w
We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP
#TechPolicy, #Semiconductors, #CHIPSAct, #Geopolitics, #EconomicStrategy, #ExportControls, #RareEarthElements, #ChinaTech, #USChinaRelations, #Gallium, #Germanium, #GlobalTrade, #TechStrategy, #ElectronicsAssembly, #Vietnam, #India, #Thailand, #TechWars, #TechRetaliation, #PoliticalStrategy
View all episodes
By Anirudh SuriFull Episode - https://youtu.be/iYC5nKJpGvY
This conversation is around the U.S. CHIPS Act and export controls on the semiconductor industry from both American and Chinese perspectives. It explores strategies China might use, including leveraging its dominance in rare earth elements, gallium, and germanium, and the potential consequences of such actions. The discussion highlights the interdependencies in global supply chains, the potential economic repercussions for both the U.S. and China, and the shifts in production to countries like Vietnam and Thailand.
00:00 Introduction: U.S. Export Control Strategy and the CHIPS Act
00:36 China's Potential Countermeasures: Rare Earth Elements
01:00 Challenges of Retaliation: Economic Interdependence
01:55 The Cost Dynamics: Shifting Assembly Outside China
02:38 Conclusion: Comparative Costs and Political Palatability
Book Links:
#AnirudhSuri:
The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My
#ChrisMiller:
Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg
The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7
Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w
We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP
#TechPolicy, #Semiconductors, #CHIPSAct, #Geopolitics, #EconomicStrategy, #ExportControls, #RareEarthElements, #ChinaTech, #USChinaRelations, #Gallium, #Germanium, #GlobalTrade, #TechStrategy, #ElectronicsAssembly, #Vietnam, #India, #Thailand, #TechWars, #TechRetaliation, #PoliticalStrategy