Semiconductors and Chris Miller’s Chip War: The Global Battle over the Future of AI

In this special episode of Advantest Talks Semi, we are thrilled to welcome Chris Miller, author of the New York Times bestseller "Chip War: The Fight for the World's Most Critical Technology," a book that delves into the complex intertwining of technology, power, and politics within the semiconductor industry. “Chip War” also earned a spot on Barack Obama's list of favorite books 2023!

Chris Miller teaches international history at the Fletcher School at Tufts University and holds the position of Gene Kirkpatrick Visiting Fellow at the American Enterprise Institute. Additionally, Chris is a director at Green Mantle, a macroeconomic and geopolitical consultancy based in New York and London. His insightful contributions frequently grace the pages of the New York Times, the Wall Street Journal, Foreign Affairs, Foreign Policy and the American Interest.

Join us as Keith discusses with Chris the critical importance of semiconductors, the intense competition to control this essential technology, and the future innovations that could redefine our world. From the significance of Moore's Law to the transformative potential of AI, this episode explores the semiconductor industry's challenges, including sustainability, the electrifying pace of AI developments, and the geopolitical intricacies of chip wars.

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00:00 - Introduction Special Episode with Chris Miller
00:56 Introduction: Welcome to Advantest Talks Semi with Chris Miller
01:54 Chris Miller: From Academia to Author of "Chip War"
02:37 The Semiconductor Industry and AI's Transformative Power
03:38 The Historical Impact of Intel and Moore's Law on Technology
04:59 Future Challenges: Power Consumption and the Sustainable Supply Chain
06:12 The Evolution and Future of Moore's Law in Computing
07:12 Advanced Packaging and Its Role in the Future of Semiconductors
07:36 Thermal Challenges and Innovation in Semiconductor Testing
08:27 The Origins of Integrated Circuits and Their Evolution
09:51 The Inspiration Behind "Chip War" and Its Research Journey
11:46 Lithography Wars: The Pioneering Investments That Shaped the Industry
13:42 ASML's Role in Semiconductor Fabrication and EUV Technology
17:18 The Global Economic Impact of AI and Semiconductor Innovation
18:19 - Bifurcation of Global Supply Chains and China's Role
21:05 Trade Restrictions with China: Effects on the Semiconductor Industry
23:48 The Massive Investment Required for the Future of AI
25:04 The Long Journey of Writing "Chip War" and Industry Insights
31:12 Advanced Packaging and Its Role in the Future of Semiconductors
36:05 Heterogeneous Integration and the Business Challenges of Chiplets
38:52 Exploring Biological Computers and Future Computing Paradigms
41:37 Workforce Development and the Unexplored Potential of Semiconductors