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The US-China Microchip-Minerals Showdown (Robert Wright & Paul Triolo)

·1 hr·5 clips
The architects of US chip export controls were proud they conducted no cost-benefit analysis before triggering a global supply chain crisis.
Robert Wright interviews China tech expert Paul Triolo about the escalating tit-for-tat export controls between the US and China, focusing on recent restrictions around rare earth metals and semiconductors. They trace the sequence of policy moves, analyze the strategic miscalculations on both sides, and explain how these technical trade rules could lead to real-world economic disruptions.

As heard by us

A sharp map of how chip controls can turn a trade fight into a wider spiral.

Robert Wright and Paul Triolo track a fresh escalation in the U.S.-China trade fight and make clear why semiconductors sit at the center of it. They explain how export controls actually work, from the entities list to licensing and the new 50% Chinese-stake trigger.

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Need the leverage points behind the chip standoff?

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