Nice synthesis! Going forward, I think it’s going to be important to see how other major players in the global market, like the EU, Japan, and South Korea, respond to the U.S.-China semiconductor rivalry.
I’m curious about what technological, economic, and logistical challenges China must overcome to create a self-reliant semiconductor industry? I think something we forget from an AI risk point of view is how much algorithmic efficiency or other tech breakthroughs(eg, emerging technologies that might reduce dependence on traditional semiconductor manufacturing processes) might make the question of chips redundant.
There is almost this feedback loop where geopolitics is fueling this chip trade war which forces everyone to become more advanced and makes states pick sides which fuels tech advancement which goes into capabilities and then concerns which bring about more trade wars.
Nice synthesis! Going forward, I think it’s going to be important to see how other major players in the global market, like the EU, Japan, and South Korea, respond to the U.S.-China semiconductor rivalry.
I’m curious about what technological, economic, and logistical challenges China must overcome to create a self-reliant semiconductor industry? I think something we forget from an AI risk point of view is how much algorithmic efficiency or other tech breakthroughs(eg, emerging technologies that might reduce dependence on traditional semiconductor manufacturing processes) might make the question of chips redundant.
There is almost this feedback loop where geopolitics is fueling this chip trade war which forces everyone to become more advanced and makes states pick sides which fuels tech advancement which goes into capabilities and then concerns which bring about more trade wars.