Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
An Interview with Bill Bishop and Andrew Sharp Checking In on China
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel needs the CHIPS Act, and why AI is good for Intel.
An Interview with Gregory Allen About the Updated China Chip Ban
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
An Interview with Gregory C. Allen About China’s Chip Ban Response
An interview with Gregory C. Allen about Japan and Netherlands joining the chip ban, whether this path was avoidable, and what China is going to do next.
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.
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
TSMC in Arizona, Arizona Challenges, Realities and Motivations
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
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.
Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.