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This series features brief discussions with leading China experts on a range of issues in the U.S.-China relationship, including domestic politics, foreign policy, economics, security, culture, the environment, and areas of global concern. For more interviews, videos, and links to events, visit our website:

The National Committee on U.S.-China Relations is the leading nonprofit, nonpartisan organization that encourages understanding of China and the United States among citizens of both countries.

Oct 11, 2022

Semiconductors have become a critical policy issue around the world, making news because of their importance for everything from cellphones to nuclear weapons, as supply chain bottlenecks and political confrontations drive up scarcity and price. Global companies like TSMC and Huawei face difficult operating landscapes as they seek greater regulatory harmonization and clarity. What role do semiconductors play in the relationships among the United States, China, and Taiwan?

Technology policy expert Paul Triolo joined National Committee President Stephen Orlins for an interview conducted on September 30, 2022, to examine the complex geopolitical tensions surrounding the global semiconductor industry, its role in the U.S.-China relationship, and potential ways forward for the United States and China.

0:00 Introduction

1:43 Why are semiconductors important?

4:44 Will China's semiconductor industry succeed?

9:36 U.S. response and dependence on Taiwan

16:09 Is the CHIPS Act good policy?

20:24 Restrictions, competition, and supply chain

About the speaker:

Follow Paul Triolo on Twitter: @pstAsiatech

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