Semiconductors
Product
material that has electrical conductivity intermediate to that of a conductor and an insulator
Mentioned in 4 videos
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Videos Mentioning Semiconductors
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
All-In Podcast
Mentioned as being analogous to rare earth elements in terms of strategic importance.
Chapter 3: Great-Power Rivals: Then and Now | LFHSPBC
PolicyEd
A critical area of technological competition between the US and China, with significant implications for global supply chains and national security. The dependence on TSMC in Taiwan is a key concern.
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
All-In Podcast
Not mentioned in transcript.
Game Theory #25: Trump Visits China
Predictive History
Critical components for AI, which China lacks access to. The sophisticated global supply chain for semiconductors is discussed, with the US controlling key aspects.