Podcast: China's semiconductor industrial policy

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Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyChina is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.00:28 China’s Semiconductor Self-Reliance Push11:50 How Huawei Became China’s Chip Champion17:37 Huawei, SMIC, and the Fight for Fab Capacity24:14 Can China Build Its Own EUV Lithography Machines?36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop53:53 Why Chinese Tech Giants Are Designing Their Own ChipsLinks:American Affairs: “Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads”Paul Triolo on X: @pstAsiatech Paul Triolo’s Substack: AIStackDecryptedTranscriptKyle Chan (00:00)Welcome to the High Capacity Podcast. I’m your host, Kyle Chan, a Fellow at Brookings. I’m thrilled to be joined today by my guest, Paul Triolo, a partner at DGA-Albright Stonebridge Group and one of the absolute best experts on China’s semiconductor industry and tech landscape more generally. Welcome, Paul, and thanks for coming on the show.Paul Triolo (00:20)Great to be here, Kyle. I’m also a big fan of your work on industrial policy in China.Kyle Chan (00:25)Thanks. I want to dive right in. China has been making a huge push to develop its own semiconductor industry across the entire supply chain, from lithography machines to etching and deposition, and even high-bandwidth memory. You had a fantastic piece recently in *American Affairs* looking at China’s efforts to do this and the major players involved. You also recen…