Richard Jones, whose Soft Machines blog is a great read on industrial strategy, sets out what the UK should do to build an effective semiconductor strategy – of huge importance given the emergence of compute-hungry AIs. The options aren’t amazing, mainly because we’ve been neglectful in the past:
“The UK’s limited options in this strategically important technology should make us reflect on the decisions – implicit and explicit – that led the UK to be in such a weak position.
“Korea & Taiwan – with less ideological aversion to industrial strategy than UK – rode the wave of the world’s fastest developing technology while the UK sat on the sidelines. Their economic performance has surpassed the UK.”