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.

What is the primary challenge China faces in building its chip supply chain?

• Lack of raw materials

• Insufficient workforce

• Export restrictions on advanced machine tools

• High production costs

Which countries are involved in restricting the export of advanced machine tools to China?

• Netherlands, Japan, and the US

• Brazil, Russia, and South Africa

• India, South Korea, and Australia

• Germany, France, and Italy

How have the export restrictions affected companies that produce machine tools?

• They have increased their sales to China

• They have shifted their focus to other markets

• They have faced disruptions due to geopolitical factors

• They have stopped production entirely

What makes it difficult for China to build expertise in semiconductor manufacturing?

• High cost of education

• Complexity and precision required in manufacturing

• Lack of interest in the field

• Limited access to textbooks

What has been China's response to the US export controls in the semiconductor space?

• Immediate retaliation with similar controls

• No direct retaliation in the semiconductor space

• Increased import of semiconductors

• Collaboration with European countries