How China Plans to Win the Chip War

How China Plans to Win the Chip War

Author: Silverado Policy Accelerator April 25, 2023 Duration: 39:25
Dmitri Alperovitch talks with Chris Miller, author of the recent New York Times bestseller Chip War: The Fight for the World's Most Critical Technology, about one of the central elements of the US-China confrontation: semiconductors. Topics discussed include:- Which chips are more critical: advanced or foundational (aka mature)- The history of how Taiwan's TSMC had become the world's #1 chipmaker and China's attempts to follow in their footsteps- The effect of US export controls on China's semiconductor industry and China's retaliatory options- Why Taiwan chose to undermine its own Silicon Shield strategy- Whether the US is likely to attempt to destroy Taiwan's fabs if China succeeds in conquering the island- Whether the US chips fabs can be price-competitive with Asian manufacturers?- Why Korea will likely not become the new Taiwan as a world leader in semiconductor manufacturing- And much more Music: "Trade War" by Zhao Liangtian (https://www.scmp.com/news/china/society/article/3012160/man-behind-viral-chinese-hit-trade-war-turns-volume-singing)

Hosted by Dmitri Alperovitch and presented by the Silverado Policy Accelerator, Geopolitics Decanted offers a deep and nuanced examination of the forces shaping our world. This isn't about quick headlines; it's a podcast dedicated to patient, detailed analysis and substantive conversations with leading experts. Each episode distills complex international issues, moving beyond superficial narratives to explore the underlying strategies, technologies, and economic instruments at play. You'll hear focused discussions on ongoing conflicts like the war in Ukraine, the multifaceted competition between major powers, and the evolving tools of statecraft, from economic sanctions and export controls to cybersecurity threats and the global race for semiconductor supremacy. Geopolitics Decanted is for those who feel that understanding global affairs requires more than sound bites-it demands context, historical perspective, and a willingness to engage with the granular details that truly define geopolitical shifts. Through these in-depth interviews and Alperovitch's own commentary, the podcast provides listeners with a clearer, more comprehensive framework for making sense of an increasingly interconnected and contested global landscape.
Author: Language: English Episodes: 79

Geopolitics Decanted with Dmitri Alperovitch
Podcast Episodes
Keys Lessons for Taiwan from the War in Ukraine [not-audio_url] [/not-audio_url]

Duration: 46:19
What lessons should Taiwan and its allies draw from the current conflict in Ukraine? Is the tank obsolete? Are commercial drones the future of warfare? Dmitri Alperovitch speaks to Franz-Stefan Gady, a research fellow at…
How Putin’s Reign Could End [not-audio_url] [/not-audio_url]

Duration: 52:49
Military coup or orderly transition? Nothing lasts forever and in this edition of the podcast, Dmitri Alperovitch speaks to Daniel Treisman, professor of political science at University of California, who specializes on…
Scenarios for How This War Might End [not-audio_url] [/not-audio_url]

Duration: 52:49
Dmitri Alperovitch talks with Michael Kofman, who is just back from a trip to Ukraine. They discuss: - The latest on the fight in Kherson and Luhansk - Impact of Russian terror strikes on civilian infrastructure - Ukrain…
How America Pulled the Plug on China’s Chips Sector [not-audio_url] [/not-audio_url]

Duration: 47:24
Dmitri Alperovitch and Silverado's Executive Director Sarah Stewart talk to Kevin Wolf, former Assistant Secretary of Commerce for Export Administration, about the latest export control measures announced by the Biden Ad…
What the Kerch Bridge Attack Means for the War [not-audio_url] [/not-audio_url]

Duration: 48:46
In the latest episode, Dmitri Alperovitch talks with Michael Kofman about the Kerch bridge attack, as well as: - Prospect of nuclear weapons use by Putin - Analysis of how Russia’s mobilization drive has gone thus far -…
Betting It All on Black: Putin’s Partial Mobilization [not-audio_url] [/not-audio_url]

Duration: 53:35
Twitter Space recording from September 21, 2022 of a conversation between Dmitri Alperovitch , Michael Kofman and Rob Lee on the implications of Putin's partial mobilization order and the impact it may have on the outcom…
Like Ants to Wet Sugar: How Ukraine Won The Battle of Kharkiv [not-audio_url] [/not-audio_url]

Duration: 45:27
How did the Russian northern front collapse so rapidly and what can be expected now in the fight for Donbas and Kherson? Dmitri Alperovitch discusses the latest Ukraine counteroffensive developments with Sergii Grabskyi,…
Russian northern front collapse: Latest on Ukrainian Counteroffensive [not-audio_url] [/not-audio_url]

Duration: 42:54
Twitter Space recording from September 10, 2022 of a conversation between Dmitri Alperovitch and Michael Kofman on the implications of the rapid collapse of the Russian forces pocket in northern Ukraine and what the futu…
Why the global food shortage is a myth [not-audio_url] [/not-audio_url]

Duration: 38:05
Was there ever a grain shortage crisis caused by the Russian blockade of Ukrainian exports? Dmitri Alperovitch gets the real story from Dr. Scott Irwin, Professor of Agricultural and Consumer Economics at University of I…
Ukraine’s cheap drones wreak havoc in Crimea [not-audio_url] [/not-audio_url]

Duration: 1:02:07
Dmitri Alperovitch discusses the impact of Ukrainian drone strikes on Russian military facilities and logistics in Crimea with Michael Kofman (Research Program Director in the Russia Studies Program at the Center for Nav…