A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk4 Huhti 2024

A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA Learn more about your ad choices. Visit megaphone.fm/adchoices

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Made in China 2025 and Bytedance with Lorand Laskai

Made in China 2025 and Bytedance with Lorand Laskai

Lorand Laskai is a researcher at a prominent American think tank who recently wrote a piece on the Trump administration's animosity to Xi's Made in China 2025 program. In this episode, we discuss what...

23 Huhti 20181h 1min

How China Learned to WTO with Henry Cao

How China Learned to WTO with Henry Cao

Guest henry gao henry gao (@henrysgao) | Twitter Prof. Henry Gao is Associate Professor of law (tenured) at Singapore Management University and Dongfang Scholar Chair Professor at Shanghai Institute o...

12 Huhti 201840min

Gaming in China with Charlie Moseley and Chang Jung-Erh

Gaming in China with Charlie Moseley and Chang Jung-Erh

Guest Charlie Moseley Washingtonian in Asia. Predisposed to wanderlust. Charlie Moseley's Personal Website charlie (@justcharlie) | Twitter China's over 600 million gamers contribute to a gaming marke...

19 Maalis 201859min

Internet Finance with Martin Chorzempa

Internet Finance with Martin Chorzempa

Guest Martin Chorzempa Research Fellow, @PIIE. China Econ/Finance, FinTech, Financial Development Martin Chorzempa | PIIE Martin Chorzempa (@ChorzempaMartin) | Twitter Martin Chorzempa of the Peterson...

6 Maalis 201852min

Nick Consonery on China's Economic Reform Trajectory

Nick Consonery on China's Economic Reform Trajectory

Guest Nick Consonery Director of China Macroeconomic & Policy research @rhodium_group Rhodium Group Nick Consonery (@nconsonery) | Twitter Nick Consonery of the Rhodium Group with support from the Asi...

25 Helmi 201848min

The Chinese Rustbelt with Song Houze

The Chinese Rustbelt with Song Houze

China's northeast, a region that in the 1970s comprised over 10% of national GDP, now only makes up 3%. In this interview, Song Houze walks listeners through the policy challenges facing the rustbest....

23 Tammi 201851min

Oona Hathaway and Scott Shapiro on How the World Order Evolves

Oona Hathaway and Scott Shapiro on How the World Order Evolves

Guests Oona Hathaway Professor @YaleLawSch, Director @YaleLawGLC, Editor @just_security, fmr Special Counsel @DeptofDefense, co-author of The Internationalists Oona A. Hathaway - Yale Law School Oona ...

18 Tammi 20181h 6min

Barry Eichengreen on the Rise and Fall of Global Currencies

Barry Eichengreen on the Rise and Fall of Global Currencies

Barry Eichengreen, Professor of Economics and Political Science at Berkeley (not to mention one of my favorite authors of accessible yet profound global economics books) recently published his How Glo...

14 Tammi 201826min

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