Topics
00:00:00 - US-China Tech War: China's Semiconductor Lag
00:00:11 - High Barriers to Entry in the Semiconductor Industry
00:00:18 - SMIC: Role, Ambitions, and Impact of US Sanctions
00:00:47 - US Sanctions: Unintended Consequence Boosting China's Chip Drive
00:01:07 - SMIC's Founding and Background of Richard Chang
00:01:37 - SMIC: Current Capabilities and Advanced Chip Production Constraints
00:01:58 - SMIC's Breakthrough: Producing Advanced 7nm Chips for Huawei
00:02:24 - Chip Technology Basics and SMIC's Wake-Up Call
00:02:49 - SMIC's Standing: Lagging Behind Rivals TSMC and Samsung
00:03:16 - China's Chip Strategy: Government Investment and Ecosystem Building
00:04:02 - Chinese Companies Prioritizing Local Chip Suppliers for Security
00:04:34 - China's Trade Measures and Growing US AI Concerns
00:05:04 - US Imperative: Winning the AI Race Against China for Security
00:05:14 - China's Innovation Trajectory and Future Tech Rivalry