212. America's semiconductor policy and the AI race with China
From Trade Talks by Chad P. Bown
April 28, 2026 · 57 min
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).
People in this episode
Host: Chad P. Bown
Guest: Dan Kim
Topics covered
- semiconductor policy
- artificial intelligence
- US-China technology competition
- CHIPS Act
- export controls
- tariffs
Keywords
- semiconductors
- AI
- CHIPS Act
- tariffs
- export controls
- US-China relations
Mentioned in this episode
Organizations: TechInsights, CHIPS Act
Places: United States, China
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