Presentations & Interviews
Ask the Experts: Semiconductor Competition and the Future of AI Innovation
As the cost of designing and manufacturing advanced chips rises, the semiconductor industry increasingly turns on massive capital commitments, rapid innovation cycles, and intense rivalry at the technological frontier.
In an April 21 discussion in Washington, D.C., Neil Chilson of the Abundance Institute and Geoffrey A. Manne of the International Center for Law & Economics (ICLE) examined the economic forces shaping semiconductor manufacturing—and what those forces mean for the future of artificial intelligence. They focus on how scale, reinvestment, and speed often signal competition in these markets, not its absence. They also argue that a dynamic view of rivalry better explains how innovation unfolds across the AI stack.