Security
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An Interview with Chip War Author Chris Miller
An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
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An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
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An Interview with Dan Wang About the China Chip Ban
An Interview with Dan Wang about the China chip ban, the Party Congress, and China and his views of China have changed over time.
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More on the China Chip Ban, The AI Focus, Apple and YMTC
More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.
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The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not
The Biden administration released wide-ranging limits on the exports of chips and chip-making technology to China; it is a position that makes logical sense, even as it makes the status quo more fragile.
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An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
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Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.
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CHIPS Act; America, China, and Intel; Micron and TSMC
The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.