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

Jaksot(518)

Jonathan Woetzel on China's Digital Economy

Jonathan Woetzel on China's Digital Economy

Dr. Jonathan Woetzel, Mckinsey Global Institute Director and Senior Partner in the Shanghai office, recently co-authored a report entitled China's Digital Economy. In this podcast, he discusses the im...

26 Marras 201723min

Julian Gewirtz on Unlikely Partners: Western Economists and Reform and Opening

Julian Gewirtz on Unlikely Partners: Western Economists and Reform and Opening

Julian Gewirtz is currently a Fellow at the Harvard Kennedy School and author of Unlikely Partners: Chinese Reformers, Western Economists, and the Making of Global China. In it, he argues that "wester...

31 Loka 201732min

The Book of Swindles: Cons from the Late Ming Dynasty

The Book of Swindles: Cons from the Late Ming Dynasty

In Zhang Yingyu’s work from the late Ming Dynasty, you’ll encounter swindling concubines, clever commoners, and even eunuch cannibals trying to regrow their members. “We live in an age of deception. W...

27 Loka 201743min

Cynthia Estlund on Labor in China

Cynthia Estlund on Labor in China

China’s massive labor surplus has been vital to its rapid economic development. For decades, China’s rural population has been migrating to take up low-wage jobs in the coastal regions, often in dire ...

26 Loka 201748min

Andrew Polk on the 19th Party Congress

Andrew Polk on the 19th Party Congress

Andrew Polk on the 19th Party Congress by Jordan Schneider Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/...

24 Syys 201732min

Scott Kennedy on Innovation in China

Scott Kennedy on Innovation in China

Scott Kennedy on Innovation in China by Jordan Schneider Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/ad...

21 Syys 201724min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
ootsa-kuullut-tasta-2
politiikan-puskaradio
rss-ootsa-kuullut-tasta
tervo-halme
rss-pinnalla
rss-podme-livebox
otetaan-yhdet
aihe
rss-asiastudio
the-ulkopolitist
rss-ulkopoditiikkaa
et-sa-noin-voi-sanoo-esittaa
rss-raha-talous-ja-politiikka
radio-antro
lotta-paakkunainen
rss-kaikki-uusiksi
rss-merja-mahkan-rahat
rss-girls-finish-f1rst