Sinica Podcast - Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo

Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo

07/15/22 • 67 min

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This week on Sinica, Kaiser chats with Paul Triolo, Senior VP for China and Technology Policy Lead at Dentons Global Advisors ASG, formerly and probably better known still as Albright Stonebridge Group. Paul provides an in-depth overview of today’s semiconductor landscape, from export control issues, to the unstable equilibrium between U.S., China, and Taiwan’s industries. He walks us through the strategic importance of semiconductors in U.S. national security considerations — and how unintended consequences of our current policies toward China might actually end up undermining U.S. national security.

04:45 – An overview of semiconductor geopolitics and supply chains

20:33 – Why the U.S. is cutting China off from advanced semiconductor technologies

27:02 – The shift in technology export controls from Trump to Biden

32:08 – The CHIPS Act and subsidies for the semiconductor industry

37:43 – Deterrence and Taiwan’s semiconductor industry as a “silicon shield”

46:16 – Lessons learned from the chip shortage

52:30 – Why is the U.S lighting a fire to Chinese self-sufficiency efforts?

57:57 – The implications of Pelosi’s planned visit to Taiwan

A transcript of this podcast is available at SupChina.com.

Recommendations:

Paul: Rob Dunn, A Natural History of the Future; and Ryan Hass, Stronger: Adapting America's China Strategy in an Age of Competitive Interdependence

Kaiser: The Boys on Amazon Prime

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

04:45 – An overview of semiconductor geopolitics and supply chains

20:33 – Why the U.S. is cutting China off from advanced semiconductor technologies

27:02 – The shift in technology export controls from Trump to Biden

32:08 – The CHIPS Act and subsidies for the semiconductor industry

37:43 – Deterrence and Taiwan’s semiconductor industry as a “silicon shield”

46:16 – Lessons learned from the chip shortage

52:30 – Why is the U.S lighting a fire to Chinese self-sufficiency efforts?

57:57 – The implications of Pelosi’s planned visit to Taiwan

A transcript of this podcast is available at SupChina.com.

Recommendations:

Paul: Rob Dunn, A Natural History of the Future; and Ryan Hass, Stronger: Adapting America's China Strategy in an Age of Competitive Interdependence

Kaiser: The Boys on Amazon Prime

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Previous Episode

Historian Andrew Liu on COVID origins: Orientalism and the "Asiatic racial form"

This week on Sinica, Kaiser chats with Villanova University historian Andrew Liu. Andy published an excellent essay in n+1 magazine in April that captured how the eclipse of the "wet-market" theory of COVID origins and its replacement by the "lab-leak" theory illustrates how an old racial form — "Orientalism," which sees countries of Asia as backward, dirty, and barbarous — gave way to what's been termed an "Asiatic" racial form, which reflects anxiety over Asians as hyperproductive, robotic, and technologically advanced.

3:05 – Andy's n+1 essay on the lab leak theory and the two racial forms

6:26 – A primer on Edward Said's Orientalism and why it's a poor fit for Asia today

10:41 – The "Asiatic racial form" and the notionally "positive" Asian stereotypes

13:58 – How Orientalism and the Asiatic racial form interact today and historically

23:50 – Conspiracies on China, and what's wrong with the Asiatic form

27:51 – Japan's rise as a parallel

30:57 – How to talk about Chinese attitudes toward tech without invoking Asiatic stereotypes

37:27 – Race, culture, and global capitalism

A full transcript of this podcast is available on SupChina.com.

Recommendations:

Andy: Stay True: a memoir by the New Yorker writer Hua Hsu and donating to abortion providers in states affected by the end of Roe v. Wade:, like Abortion Care for Tennessee, abortioncaretn.org

Kaiser: The Danish political drama Borgen on Netflix

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Next Episode

Prototype Nation: Silvia Lindtner on what drives Chinese tech innovation, and how tech drives Chinese statecraft

This week on the Sinica Podcast, Kaiser chats with Silvia Lindtner of the University of Michigan about her book Prototype Nation. In a wide-ranging conversation, they discuss how China's maker movement inspired the Party leadership to encourage tech entrepreneurship, how Shenzhen rose to such prominence in technology production, the fetishization of the shanzhai movement, and much more.

5:29 How narratives on Chinese tech innovation have shifted

14:10 What made China's technological innovation possible?

20:37 State support for the maker movement and mass innovation

29:52 The technocratic and entrepreneurial mindset of the CCP

38:45 Techno-optimism in China versus the West

45:57 Shenzhen's "hacker paradise" as a transnational project

50:02 Orientalism in the West's fascination with shanzhai, or copycat, culture

A complete transcript of this podcast is available at SupChina.com.

Recommendations

Silvia: In This Moment, We Are Happy by Chen Qiufan and Surrogate Humanity: Race, Robots, and the Politics of Technological Futures by Kalindi Vora and Neda Atanasoski

Kaiser: Sarmat Archery based in Kiev, Ukraine

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.