February 13, 2025
Bruce Andrews on the Geopolitics of Semiconductors
Emily and Geoff quickly debrief on the week’s tariff news, including new 25% levies on steel and aluminum imports, before chatting all things semiconductors with Bruce Andrews, who until recently served as Intel’s chief government affairs officer. (Note: This episode was recorded Wednesday, February 12, before President Trump's Thursday statements on reciprocal tariffs.)
White House Proclamation “Adjusting Steel Imports Into the United States”, February 10, 2025
Bruce’s book recommendation “On Xi Jinping” by Kevin Rudd
More from CNAS
-
Are the 301 Tariffs Really About Forced Labor? with Josh Kagan
Josh Kagan joins Emily and Geoff to give the big picture behind recent U.S. tariffs related to forced labor, as well as providing an insider’s view on the future of trade and ...
By Emily Kilcrease & Geoffrey Gertz
-
Trump’s Replacement Tariffs Will Have Unintended Consequences for USMCA
Ultimately, this is a choice between two models of economic leadership. One relies on rules, predictability, and partnership. The other leans on discretion, leverage, and shor...
By Emily Kilcrease
-
U.S. Inflation Picks Up to 3 Year High, Eroding Paychecks
Chris Kennedy, Bloomberg Economics lead for economic statecraft and adjunct senior fellow at the Center for a New American Security, breaks down the state of negotiations betw...
By Chris Kennedy
-
Ziemba: U.S. Strategic Reserves Lowest in Over 40 Years
Oil prices rose after fresh US and Iranian strikes in the Gulf. President Donald Trump blamed Tehran for shooting down an American military helicopter off the coast of Oman. R...
By Rachel Ziemba