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John Verwey of the Substack “Semi-Literate" (and formerly of Commerce’s Bureau of Industry and Security, U.S. International Trade Commission and U.S. Trade Representative) talks the history and future of China's chip industry. We get into government guidance funds, the CHIPS Act, “Fabs not Labs,” export controls and more.

John's substack: https://semiliterate.substack.com/

Please consider supporting ChinaTalk at https://glow.fm/chinatalk.

Outtro Music: Justice‘s Genesis (Live Version) https://www.youtube.com/watch?v=LdsEaSx7u90

Click here to listen to ChinaTalk in your favorite podcast app


Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."

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