CHIPS Act Veteran Explains the Future of Economic Security (interview with Dan Kim and Chris Miller)

The podcast explores the complexities of the CHIPS Act, examining its goals of bolstering economic and national security through semiconductor manufacturing. It questions how to define and measure economic and national security, particularly in the context of U.S.-China competition. The discussion highlights the "four C's"—capacity, capability, competition, and criticality—as a framework for evaluating investments. The conversation considers the trade-offs between prioritizing leading-edge versus mature node technologies, and the strategic implications of relying on "friend-shoring" versus domestic production. The podcast further analyzes the balance between efficiency and resilience in supply chains, and the potential for economic warfare through control of key intermediate goods.