Jonathan Chin, SSI Editor-in-Chief, and, Andy Liao, SSI Science & Technology Lead, speaks to Ray Wang, a Washington‑based analyst focused on U.S.‑China economic and technological statecraft, with a focus on semiconductors and artificial intelligence. Ray’s insights have been featured in Foreign Policy, CSIS, The Diplomat and he is frequently quoted in publications like the SCMP, Nikkei Asia and Al Jazeera. We explore how tariffs, export controls and industrial policy are reshaping global chip production and supply chains, and discuss how to separate signal from noise amidst policy uncertainties.