I'm on Substack! Check it out and subscribe — I'll be writing on China, geopolitics, technology, poetry, and more: substack.com/@juliangewirtz… (w/thanks to Bill Bishop Jordan Schneider Chris Miller & others for the inspiration)

Are Displays the Next Batteries? Why the screens in phones and PCs are a new tech battleground. open.substack.com/pub/chrismille…

My newsletter is back after a long break! This edition, I talk to Chris Miller (the author of Chip War) about American industrial strategy, Nvidia and a potential invasion of Taiwan:

Thank you The Wall Street Journal for breaking the story on Vulcan Elements' $65M Series A, led by Altimeter Capital. This investment will propel Vulcan to commercial scale—a critical milestone toward fully onshoring the rare earth magnet supply chain and enabling the United States and its allies to

The Trump administration says it wants China "addicted" to America's AI chips, like Nvidia's H20. Beijing has other ideas. ft.com/content/87a339…

"Beijing’s fear of back doors that enable unauthorized access cannot be brushed aside as simply the product of its paranoid political system." From Chris Miller: China has its own concerns about Nvidia H20 chips. ft.com/content/87a339…

Fascinating conversation on the Trump administration's reversal on AI chip export restrictions with Lennart Heim and Jordan Schneider on ChinaTalk chinatalk.media/p/emergency-po…

Today on The Information’s TITV: -Walmart’s new strategy to attract big brands | Ann Gehan -Meta Superintelligence Labs’ fourth restructuring | Kalley Huang -Author of “Chip War”, Chris Miller, on the the fight for the world’s most critical technology -CEO of Grammarly,

This week on “Checks and Balance”: 🎧Why exporting H20 chips is a dangerous move, with Liza Tobin 🎧How Texas Instruments shifted focus—and lost Morris Chang 🎧Deciphering what the administration’s policy really is, with Chris Miller economist.com/podcasts/2025/…

Fascinating conversation with Dan Wang on his new book Breakneck: China's Quest to Engineer the Future youtube.com/watch?v=OlgBYg…

🌐AI, supply chains, sovereignty – #semiconductors are at the center of it all. Join Dan Kim & Chris Miller in our latest webinar, “Chokepoints and Dependencies” 👉bit.ly/4ghP64n #semiconductor #geopolitics

The 'critical minerals' crisis of 100 years ago. My latest post: chrismillersnewsletter.substack.com/p/the-critical…

The emerging quantum supply chain. Some preliminary thoughts, with Steve Brierley open.substack.com/pub/chrismille…

In the global AI boom, Russia is conspicuously absent. My latest for the Financial Times ft.com/content/bc7ac5…

In the global AI boom, Russia is conspicuously absent. The Putin regime is suffocating the country’s tech talent, writes AEI's Chris Miller. ft.com/content/bc7ac5…

Very excited to be convening this conference with Lawrence H. Summers on industrial policy and economic security. Register here: hks.harvard.edu/centers/mrcbg/…

What are China's new rare earth export controls? Me, Jordan Schneider and Chris McGuire try to make sense chinatalk.media/p/emergency-po…

Don't miss your chance to join leading voices at the Industrial Policy and Economic Security Conference on October 22, 2025. Learn about emerging challenges in #industrialpolicy, #economic security, #nationalsecurity and global supply chains. Attend in person at Harvard Kennedy School

“A purely European supply chain for semiconductors—the sector that undergirds the digital economy and defense sector—is a fantasy that distracts from real opportunities,” argue Chris Miller and John Allen. foreignaffairs.com/europe/europe-…

TOMORROW!!!!!!!!!!!!!!!!!!!! Don't miss your chance to join leading voices at the Industrial Policy and Economic Security Conference on October 22, 2025. Learn about emerging challenges in #industrialpolicy, #economic security, #nationalsecurity and global supply chains. Attend