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

Episoder(517)

Are We Cooked? Q1 2026

Are We Cooked? Q1 2026

We check in on the state of the republic and allied scale with Peter Harrell, former Biden official and host of the excellent new Security Economics podcast, Kevin Xu, who writes the Interconnected ne...

7 Jan 1h 8min

Emergency Second Breakfast: Venezuela

Emergency Second Breakfast: Venezuela

The gang (Justin Mc, Tony Stark and Eric Robinson) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jan 1h 12min

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Nishikawa Kazumi, Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry (METI), joins China Talk. Cohosting is Charles Lichfield of the Atla...

2 Jan 49min

ChinaTalk 2025 Year in Review

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds: https:/...

30 Des 202539min

Joe Weisenthal and I do a Show About Nothing

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss...

23 Des 20251h 3min

Second Breakfast: Arctic Warfare Christmas Special!

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megapho...

22 Des 202555min

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: ...

18 Des 20251h

Détente 2.0 with Mike Froman of CFR

Détente 2.0 with Mike Froman of CFR

Mike Froman is president of the Council on Foreign Relations and former U.S. Trade Representative. He joins ChinaTalk for the first time to discuss: Why his 1992 dissertation on détente is sudden...

15 Des 20251h 1min

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