Geopolitics & Trade · Big theories
Tech Geopolitics: Chips, AI & the New Race
Why chips are the new oil: the supply chain's chokepoints (EDA software, ASML, TSMC, memory, materials), US export controls since 2022, the CHIPS Act, China's push for self-sufficiency, and AI compute as national power.
Step 1 of 6 · Overview30 min read ·
Key idea
Prereqs: TSMC; Nvidia. Next: GIS & satellite data. Sources: Chris Miller, *Chip War* (2022); US Commerce Department BIS export rules (Oct 2022 and updates); CHIPS and Science Act (2022); CSIS analysis.Next: 1. The supply chain