Could China soon take over the world as the top semiconductor manufacturer? With massive state investment and rapid capacity growth, Beijing is betting big on chip independence. But is it enough?In this episode, we unpack China’s semiconductor surge, from market share shifts to U.S. export curbs — and Taiwan’s fight to stay competitive.Featuring: Stephen Ezell (vice president, ITIF/@ITIF) and Ray Wang (research director, Futurum)00:00 Introduction01:19 How far along is Beijing in its ‘chip independence’?03:40 Maps & data: Who controls chip production?04:32 China’s government: use local chips wherever possible06:38 Are U.S. export controls working?08:01 Taiwan’s legacy chipmakers under pressure09:24 How is Taiwan dealing with the new competition?10:29 So, can China reach full chip self-reliance?13:32 China turns to RISC-V and open-source chips#ChinaSemiconductors #ChipIndustry #ChipWar
