The Chemicals Powering the Chip Industry
ChinaTalk7 Jul

The Chemicals Powering the Chip Industry

We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic, explosive, and highly reactive chemicals and why some are purified to levels measured in parts per trillion. How China went from virtually no semiconductor-gas industry to the ability to supply almost every critical chipmaking gas in just fifteen years. America’s CHIPS Act versus China’s Big Fund — why building fabs domestically is easier than building the chemical ecosystem beneath them, and why many critical gases cannot simply be stockpiled. Plus, why Taiwan may be the worst place in the world to host a semiconductor industry and the existential supply-chain risks that come with it and, the surprising appeal of a career in industrial gases. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(578)

Drone Dominance | Travis Metz - DIU Acting Director

Drone Dominance | Travis Metz - DIU Acting Director

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Why a Chinese AI Lab’s Product Lead Thinks AGI is “Inevitable” | Richard Bian

Why a Chinese AI Lab’s Product Lead Thinks AGI is “Inevitable” | Richard Bian

Richard Bian is the head of product operations for Ant Ling, the foundational LLM at Ant. If you don’t know Ant, they most famously make Alipay, which makes your money and your world run when you’re i...

16 Okt 1h 13min

From Posting to Policy: Saif Khan on DUV and the AI Balance

From Posting to Policy: Saif Khan on DUV and the AI Balance

Saif Khan makes his ChinaTalk debut. He is perhaps my favorite example of posting-to-policy that I’ve seen over the course of my time following Washington. Saif wrote some truly excellent deep dives i...

15 Okt 59min

Matt Yglesias + Jerusalem Demsas + Jordan Crossover Pod

Matt Yglesias + Jerusalem Demsas + Jordan Crossover Pod

I join Matt and Jerusalem for an unhinged conversation (most entertaining of the year?) about China, AI, corruption, politics, and various other things. Check out their show The Argument, it's good. ...

12 Okt 1h 7min

AGI Believers: Kevin Roose on the Race

AGI Believers: Kevin Roose on the Race

Kevin Roose, formerly of the New York Times and Hard Fork, joins ChinaTalk to discuss AGI Chronicles, his new history of OpenAI, Anthropic, DeepMind, and the people who believed in AGI long before it ...

8 Okt 1h 10min

Data is the Hard Part | Building AI Tools for the Military

Data is the Hard Part | Building AI Tools for the Military

Everyone wants AI that wins wars. Very few people want to collect, label, store, and test the data it runs on. Bharat Patel is currently Accenture’s AI and data lead for its defense portfolio, a form...

6 Okt 42min

WarTalk: AutoWarCom + Project Meridian

WarTalk: AutoWarCom + Project Meridian

It's a new fiscal year with no new budget, and the Pentagon has a fresh batch of proposals. Two stand out: a four-star Autonomous Warfare Command, built to buy and field autonomous weapons fast, and P...

5 Okt 55min

Section 301 and the Spice Man who Sued Trump Over Them

Section 301 and the Spice Man who Sued Trump Over Them

In February, the Supreme Court ruled Trump's IEEPA tariffs illegal. So why is everyone still paying them? Because the administration rebuilt them: first under Section 122, then under Section 301, and ...

2 Okt 1h 5min

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