John Verwey of the Substack “Semi-Literate" (and formerly of Commerce’s Bureau of Industry and Security, U.S. International Trade Commission and U.S. Trade Representative) talks the history and future of China's chip industry. We get into government guidance funds, the CHIPS Act, “Fabs not Labs,” export controls and more.
John's substack: https://semiliterate.substack.com/
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Outtro Music: Justice‘s Genesis (Live Version) https://www.youtube.com/watch?v=LdsEaSx7u90