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In episode two of Coffee, Trade, and Tech — the Tholos Talks series that unpacks the defining economic challenges of the 21st century — Jake sits down with John Neuffer, President and CEO of the Semiconductor Industry Association, to explore the complexity of the global semiconductor market. They discuss how the industry has been shaped by America First trade policies, how semiconductor trade will influence U.S.-China relations, and the urgent challenges facing the semiconductor workforce. Tholos Talks is a series following the spirit of the tholos circle, where Ancient Greek intellectuals gathered to debate the issues of the day. Through deep insight and thought-provoking dialogue, we offer the tools to decode complexity and illuminate the path forward. Tholos Talks is hosted by the Basilinna team and is produced by the Basilinna Institute. Discover more insights by the Basilinna team: www.basilinna.com/insights