212. America's semiconductor policy and the AI race with China
About this episode
The episode features a discussion on US semiconductor policy and its implications for the AI race with China.
Former CHIPS program chief economist Dan Kim (TechInsights) joins for a wide-ranging conversation about artificial intelligence and US semiconductors policy – including the CHIPS Act subsidies, tariffs, and export controls – as well as its impact on US-China technology competition (56:47).
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