Semiconductors are one of the most complex and technically difficult pieces of hardware to make in the world – which is why they’ve become a flashpoint for tensions between the US and China. For years, semiconductor technology has advanced at a breakneck pace - but there are signs that this might be slowing down. What will that mean for the global fight for chips? The FT’s longtime China correspondent James Kynge travels to the Netherlands to see ASML’s extreme ultraviolet lithography system, one of the most complex machines on the planet. Plus, we hear from the man at Intel charged with keeping Moore’s Law going, and from Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology.

Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Joseph Salcedo and Breen Turner, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.

Read a transcript of this episode on FT.com

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The next superpower will be a tech superpower, and to be that superpower you need to have some control over the semiconductor industry which is driving the AI revolution. But almost all advanced semiconductors are made in Taiwan — and it is under constant threat of a Chinese invasion. President Joe Biden’s Chips Act promises lavish subsidies to companies working to bring semiconductor manufacturing back to US soil. Will those subsidies survive once Donald Trump, the president-elect, is in the White House? The FT’s James Kynge, is in Phoenix, Arizona, the former heartland of American chip manufacturing. He speaks to those trying to revive the US chipmaking industry.

Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Breen Turner and Samantha Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.

Clips: The Joe Rogan Experience, CNBC

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

There's a battle going on for control of the global semiconductor industry – the chips that are in virtually every piece of electronics we use from our phones to our cars to the latest AI software. For the past half century, chips have quietly powered the technological revolution. In this series, James Kynge goes deep into the miracle of modern chip manufacturing and the struggle over who commands its future.

Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Breen Turner and Samantha Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.

Hosted on Acast. See acast.com/privacy for more information.