Chris Miller's Newsletter
Technology, politics, supply chains, chips, AI, economics, history. And whatever else is on my mind.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 4, 2026
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- Earliest in this view
- Jul 6, 2026
Latest issues
Why the U.S. is still winning the Chip War (opens the original)
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I had a chance to sit down with Damir Marusic of the Washington Post to discuss the current state of the chip war. Take a look at the full interview here.<source type="image/webp
China is not the solution to the US chipflation problem (opens the original)
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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 has succeeded partly because it is allowed to buy some advanced equipment from western companies, though not the EUV lithography tools used for leading-edge DRAM. Notably, the Trump administration last y
A new podcast on the chemicals needed to make advanced chips (opens the original)
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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 instantly upon contact with air, or can kill you quickly or slowly. But lethal here is not a bug — it’s the specification.”On China: “They’ve developed the capability to make almost everything in China independently and in parallel with everybody else in the world — w
Next week's event on security risks in connected cars (opens the original)
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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—from cameras, radars, microphones, lidars, and other sensors—their cars collect. Our cars increasingly rely on components sourced from Chinese companies, which creates dangerous cybersecurity risks. Yet as Caroline Nowak and I wrote i<a href="https://www
Is a multilateral AI governance regime possible? (opens the original)
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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, Chinese firms would have produced models with similar capabilities at some point in the not distant future. This race between US and Chinese AI firms has huge ramifications for the debate about limiting AI-induced risks.<a class="image-link image2 is-viewable-img"
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