Tufts Uni's Miller on China Chip Curbs

The video discusses the challenges China faces in achieving its global tech ambitions, particularly in building a self-sustained chip supply chain. The US, Netherlands, and Japan have imposed export restrictions on advanced machine tools, making it difficult for China to manufacture chips domestically. This impacts machine tool companies, which face disruptions due to geopolitical factors. China also struggles with talent acquisition, as US controls limit expertise sharing. While China has retaliated in other sectors, direct retaliation in semiconductors seems unlikely.

How do the export restrictions from the US, Netherlands, and Japan impact China's ability to produce advanced semiconductors?

What challenges does China face in building its semiconductor manufacturing capabilities?

In what ways might the geopolitical landscape influence the semiconductor industry?

What role does talent play in the semiconductor manufacturing industry, and what challenges does China face in acquiring it?

What potential retaliatory actions could China take in response to export controls on semiconductors?