Part 9/11:
The discussion emphasizes that silicon security is directly linked to national security. The US’s efforts—such as the Chips Act—aim to domesticize manufacturing, reducing dependence on Chinese or other foreign supply chains. Conversely, China aims to avoid reliance on US technology, partly motivated by their strategic ambitions regarding Taiwan.
The Geopolitical Battleground
Ultimately, the battleground shifts to where the rest of the world aligns itself. Will allies and trading partners continue to trust US-based AI and chip technology, or will they be drawn into China’s orbit with cheaper, potentially less secure Huawei chips? The trade-off between cost and security will influence global adoption.