Rhodium Group's Schneider on US-China Tech Competition

The video discusses the US Chips Act and its impact on competition with China, highlighting the US and EU's shift towards industrial policy and subsidies. It examines Beijing's challenges in semiconductor development and the inefficiencies of state subsidies. The discussion also covers protectionist policies, investment concerns, and the reliance on Taiwanese and Western technology. The US's efforts to contain China's tech growth, particularly in semiconductors, are also explored.

What are the implications of the US Chips Act on competition with China?

How have state subsidies affected China's semiconductor industry?

What goals has China set for its domestic semiconductor production by 2025?

What challenges does China face in achieving self-reliance in semiconductor technology?

How does the reliance on Taiwanese technology impact China's semiconductor ambitions?

What are the potential consequences of a conflict involving Taiwan on China's semiconductor output?

In what ways are the US and its allies attempting to contain China's tech supremacy?