Technology, politics, supply chains, chips, AI, economics, history. And whatever else is on my mind.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 6 years ago | Last Issue | 6 days ago |
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chrismillersnewsletter.substack.comLatest Issues
China is not the solution to the US chipflation problem
As memory chip prices spike, I look at the debate over CXMT, China’s leading producer of DRAM memory chips, in my latest piece for the Financial Times.
CXMT is the world’s fourth-largest producer of DRAM, with plans to grow further. It h...
A new podcast on the chemicals needed to make advanced chips
I co-hosted a new ChinaTalk podcast with and Aqib Zakaria with Carl Jackson, a longtime expert in chipmaking chemicals.
Takeaways:
- On chipmaking chemicals: “Almost everything in this toolkit is lethal. It either poisons you, explodes...
Next week's event on security risks in connected cars
I’m hosting a conversation next week, July 13, with Senator Bernie Moreno and Chairman John Moolenaar at the American Enterprise. You can sign up here to watch online or join in person.
Most people wildly underestimate the amount of data—...
Is a multilateral AI governance regime possible?
Spoiler alert: probably not, at least if you’re looking for something meaningful. This is why the U.S. government—after deciding to restrict Anthropic’s Fable model last month—has moved toward allowing a limited release. If it hadn’t, Chine...
The theory of the China-U.S. truce
China and the U.S. have extended their tech truce, because both countries think time is on their side. Why?
I explore in an FT piece:
What is Washington’s theory of the truce? Silicon Valley types talk of being “AGI pilled” — a referen...
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Chris Miller is author of Chip War: The Fight for the World’s Most Critical Technology, a professor at the Fletcher School and a nonresident senior fellow at the American Enterprise Institute.
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