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2 months ago | 
aei.org | Chris Miller |Jonny Dymond
The speed at which the new Chinese chatbot app DeepSeek has risen to prominence has taken many by surprise. Now the most downloaded free app in the US, DeepSeek seems to require less powerful computer chips than its American tech rivals. The release of this low-cost AI model sent shockwaves through US stock markets, with Nvidia – the company behind the high-tech chips powering many AI investments – being the hardest hit.
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Jan 15, 2025 | 
aei.org | Chris Miller
Key PointsChinese chip manufacturing has attracted much attention in the West, but Beijing’s industrial policy has also placed it in the lead of other electronics component manufacturing. The West risks overdependence on Chinese-made displays, printed circuit boards, and assembly capabilities. China has weaponized its position in the global supply chain and may do so again.
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Nov 12, 2024 | 
aei.org | Chris Miller |Demetri Kofinas
In Episode 388 of Hidden Forces, Demetri Kofinas speaks with semiconductor expert Chris Miller about the state and future of the semiconductor industry in the context of Trump’s 2024 U.S. electoral victory, with all its implications for industrial policy, defense spending, tariffs, export controls, trade wars, and much more. This conversation is a deep-dive into the semiconductor supply chain.
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Sep 24, 2024 | 
aei.org | With Claude Barfield |Chris Miller |M. Anthony Mills |James Pethokoukis
Arati Prabhakar, director of the White House Office of Science and Technology Policy, will join AEI’s Chris Miller to discuss science and technology policy in an age of growing global competitiveness.
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Sep 18, 2024 | 
aei.org | Chris Miller
Key PointsRussia and the West imposed tough economic sanctions on one another during the initial phase of the Russia-Ukraine war, hoping to change the other side’s political calculus. Because the war has lasted longer than either party expected, both have come to tolerate substantial volumes of trade in many commodities, including gas, aluminum, titanium, and uranium, illustrating the constraints on each side’s willingness to incur costs.
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Aug 26, 2024 | 
aei.org | Chris Miller |Soumaya Keynes
Computer chips power toys and control nuclear reactors. They are in phones, cars and planes, getting us to work and keeping us safe. And they are at the centre of a growing tech war between the US and China, with many other players. Governments around the world are throwing money at industry and erecting barriers to trade, trying desperately to onshore a multitrillion-dollar global industry.
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Aug 22, 2024 | 
aei.org | Chris Miller
Key PointsWestern sanctions had an underwhelming impact on many sectors of Russia’s economy, but they have been hugely costly to one of Russia’s largest manufacturing industries: the auto sector. Western sanctions disrupted Russian auto supply chains, and because cars have thousands of parts, even a handful of supply-chain issues can halt manufacturing. China’s economy is not like Russia’s oil and gas sector; it’s like Russia’s auto industry.
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Aug 20, 2024 | 
aei.org | James Pethokoukis |Chris Miller |Julia Cataneo
Computer chips are the driving force behind everything from smartphones and cars to military defense systems and artificial intelligence. Not only are they the essential element of modern digital infrastructure, they are a critical element in the global balance of power. Taiwan is home to the most advanced and productive chip plants in the world, precariously placing the technology between Communist China and the democratic West.
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Aug 20, 2024 | 
aei.org | James Pethokoukis |Chris Miller
Computer chips are the driving force behind everything from smartphones and cars to military defense systems and artificial intelligence. Not only are they the essential element of modern digital infrastructure, they are a critical element in the global balance of power. Taiwan is home to the most advanced and productive chip plants in the world, precariously placing the technology between Communist China and the democratic West.
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Jun 26, 2024 | 
aei.org | Chris Miller
Toys and tractors; planes and pacemakers; coffeemakers and construction equipment; microwaves and medical devices—inside almost every device with an on-off switch is a foundational semiconductor.[1] These chips don’t require the most advanced manufacturing processes, but modern economies can’t work without them.
