Uploaded July 2026 | Updated September 2026, 3 weeks ago
The US-China race for technological supremacy is entering a new phase as both sides expand export controls, investment restrictions and supply chain countermeasures in the battle for AI and semiconductors. What began with US sanctions on Huawei has evolved into a broader contest over advanced chips, critical minerals and the technologies that will shape future military and economic power. China, meanwhile, is responding with its own restrictions, blocking strategic acquisitions and leveraging its dominance in key supply chains. Are Western export controls slowing China's technological rise — or accelerating its drive for self-sufficiency? In this episode, we examine the escalating tech war, China's countermeasures and what the competition means for Taiwan, the global semiconductor industry and the future of AI.
*Recorded on July 9, 2026 at 2pm Taiwan Standard Time
Host: Wen-Ti Sung
Producer: Chinyeh Chiang
Our guests:
Channing Lee
- Special Competitive Studies Project (SCSP) Global Partnerships Director
Cathy Fang
- Research Institute for Democracy, Society and Emerging Technology (DSET) Policy Analyst
Chapters:
00:00:00 – US-China Tech War Intensifies
00:01:15 – Countries Tighten Controls on Chips
00:13:20 – China Flexes Control Over Supply Chains
00:20:34 – Is Taiwan an ‘AI Strait of Hormuz’?
#China #AIChips #USChinaTechWar #Taiwan #Semiconductors #SupplyChain #ArtificialIntelligence #TechWar #ChipWar #ExportControls #ChipExportControls #GlobalSupplyChain #ChinaTech #USTech #TSMC #TaiwanTech #SemiconductorIndustry #SemiconductorSupplyChain #AdvancedChips #Microchips #AICompetition #AIGeopolitics #AIInfrastructure #AIHardware #FutureOfAI #SiliconShield #AIStraitOfHormuz #TaiwanStrait #StrategicTechnology #TechCompetition #TechSovereignty #TechColdWar #HardwareWar #SupplyChainDisruption #EconomicWarfare #GlobalTrade #GlobalEconomy #NationalSecurity #Geopolitics #GeopoliticalRisk #IndustrialPolicy #TradeWar #HighTech #CriticalMinerals #RareEarths #TechSecurity #GlobalStrategy #AIInnovation #TechDominance #ChipManufacturing #StrategicCompetition #GlobalPolitics #IndoPacific #SiliconDiplomacy #NextGenTech #GlobalMarkets #GeopoliticalTensions #DefenseTechnology #EconomicSecurity #TaiwanPlus #TaiwanTalks
The US-China race for technological supremacy is entering a new phase as both sides expand export controls, investment restrictions and supply chain countermeasures in the battle for AI and semiconductors. What began with US sanctions on Huawei has evolved into a broader contest over advanced chips, critical minerals and the technologies that will shape future military and economic power. China, meanwhile, is responding with its own restrictions, blocking strategic acquisitions and leveraging its dominance in key supply chains. Are Western export controls slowing China's technological rise — or accelerating its drive for self-sufficiency? In this episode, we examine the escalating tech war, China's countermeasures and what the competition means for Taiwan, the global semiconductor industry and the future of AI.
*Recorded on July 9, 2026 at 2pm Taiwan Standard Time
Host: Wen-Ti Sung
Producer: Chinyeh Chiang
Our guests:
Channing Lee
- Special Competitive Studies Project (SCSP) Global Partnerships Director
Cathy Fang
- Research Institute for Democracy, Society and Emerging Technology (DSET) Policy Analyst
Chapters:
00:00:00 – US-China Tech War Intensifies
00:01:15 – Countries Tighten Controls on Chips
00:13:20 – China Flexes Control Over Supply Chains
00:20:34 – Is Taiwan an ‘AI Strait of Hormuz’?
#China #AIChips #USChinaTechWar #Taiwan #Semiconductors #SupplyChain #ArtificialIntelligence #TechWar #ChipWar #ExportControls #ChipExportControls #GlobalSupplyChain #ChinaTech #USTech #TSMC #TaiwanTech #SemiconductorIndustry #SemiconductorSupplyChain #AdvancedChips #Microchips #AICompetition #AIGeopolitics #AIInfrastructure #AIHardware #FutureOfAI #SiliconShield #AIStraitOfHormuz #TaiwanStrait #StrategicTechnology #TechCompetition #TechSovereignty #TechColdWar #HardwareWar #SupplyChainDisruption #EconomicWarfare #GlobalTrade #GlobalEconomy #NationalSecurity #Geopolitics #GeopoliticalRisk #IndustrialPolicy #TradeWar #HighTech #CriticalMinerals #RareEarths #TechSecurity #GlobalStrategy #AIInnovation #TechDominance #ChipManufacturing #StrategicCompetition #GlobalPolitics #IndoPacific #SiliconDiplomacy #NextGenTech #GlobalMarkets #GeopoliticalTensions #DefenseTechnology #EconomicSecurity #TaiwanPlus #TaiwanTalks
