In this episode, Rhea Joshipura explores the growing tension between the United States and China over silicon semiconductor chips, the essential components powering modern technology. As the U.S. tightens export restrictions to protect national security and limit China's advancements, China retaliates by restricting key raw materials. We examine the economic and political implications of this tech war, the accusations of resource nationalism, and the impact on global semiconductor manufacturers like NVIDIA. Tune in for a deep dive into the future of this high-stakes conflict that could reshape industries worldwide.