EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
ChinaTalk13 Syys 2023

EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into: How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime Why we can expect AI chips on par with the A100 coming out of China in the next two years What steps the US government could take to tighten export controls and set back the Chinese semiconductor ecosystem How China has come to dominate both the lagging edge and the EV space Here's my piece on the topic: https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic And here's Dylan's: https://www.semianalysis.com/p/china-ai-and-semiconductors-rise Outtro music: 潮州土狗 - 50元的檳榔 https://www.youtube.com/watch?v=mjl2qabfSNs Learn more about your ad choices. Visit megaphone.fm/adchoices

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How the US Won Back Chip Manufacturing

How the US Won Back Chip Manufacturing

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Chinese Peptides (Reported Podcast Special Edition!)

Chinese Peptides (Reported Podcast Special Edition!)

We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the challen...

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Rickover’s Playbook: Building Hard Things Inside the State

Rickover’s Playbook: Building Hard Things Inside the State

Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and implicat...

13 Helmi 1h 19min

China's Gaming Landscape

China's Gaming Landscape

Today, we’re discussing all things gaming in China! Our illustrious guest is Daniel Camilo, a Portuguese national who has spent over a decade in the Chinese video game industry. We cover the most impo...

11 Helmi 47min

Chinamaxxing

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Minh Tran (https://www.couldabeenatthe.club/), Afra Wang (https://afra.work/) and Lauren Teixeira (https://lrntex.substack.com/) join me to talk about Chinamaxxing — the growing fascination among youn...

5 Helmi 56min

Military Revolutions with Ed Luttwak

Military Revolutions with Ed Luttwak

Today’s guest is the legendary strategist Edward Luttwak — the Machiavelli of Maryland. He’s consulted for presidents, prime ministers, and secretaries of defense, and authored magnificent books on By...

1 Helmi 2h 51min

Second Breakfast: Invading Canada, Benedict Arnold, Iran

Second Breakfast: Invading Canada, Benedict Arnold, Iran

whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves) suno: https://suno.com/s/SJ0FoEPMVZ3QS441 'He couldn’t capture Canada, but captured infamy— The only gene...

30 Tammi 1h 3min

EMERGENCY POD: PLA Purges Continue!

EMERGENCY POD: PLA Purges Continue!

Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun. The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0 08:50 Deep read into the WSJ nuke ...

28 Tammi 56min

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