Semiconductor Geopolitics
Massive investments in the chip industry began in 2014 as part of China's Made in China 2025 plan, aiming for self-sufficiency. However, the U.S. government's export restrictions on companies like ZTE revealed the vulnerability of Chinese telecoms, highlighting their dependence on American technology. This shift in policy has led to escalating restrictions targeting key players like Huawei, reshaping the landscape of global semiconductor supply chains.In this clip
From this podcast
The Gradient
Matt Sheehan: China's AI Strategy and Governance
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