Ep. 8 Marc Hijink Discusses ASML, EUV, and the Geopolitical Competition for the "Oven of the Bakery" in the Semiconductor Industry
Host Wenchi Yu speakers with Marc Hijink, author of The ASML Way and a Dutch business journalist. Marc compares ASML to the "oven of the bakery" in its pivotal role within the semiconductor industry. ...
21 Mar 202542min
Ep. 7 From Silicon Valley to Hsinchu: How Taiwan's Engineers Built the World's Semiconductor Industry
Host Wenchi Yu speaks to Konrad Young 楊光磊. Trained as an engineer in Taiwan and the US, Konrad’s life journey mirrors Taiwan’s semiconductor history. As one of the six “R&D knights,” Konrad retired fr...
14 Mar 20251h 17min
Ep. 6 Taiwan's TSMC, Semiconductors, the Global Hardware Manufacturing Ecosystem with Jeremy Chang 張智程
Host Wenchi Yu speaks with Jeremy Chih-Cheng Chang 張智程, a global semiconductor policy expert from the Taipei-headquartered think tank, DSET (Research Institute for Democracy, Society and Emerging Tech...
6 Mar 202543min
Ep. 5 China's Startups, 'Go Abroad' Phenomenon (出海), and Next Big Things with TechNode's Lu Gang 盧剛
Host Wenchi Yu speaks with TechNode Founder Lu Gang about China's startup ecosystem, the influence of government policies, and the impact of US-China rivalry on Chinese tech companies, including the '...
28 Feb 202542min
Ep. 4 China's Equity Markets 101 with Hedge Fund Manager Eric Wong 黃浩偉
Host Wenchi Yu speaks to Eric Wong of Stillpoint Investments about China’s equity markets, the current state of the Chinese economy, the three Ds of structural challenges (deflation, demographics, and...
21 Feb 20251h 2min
Ep. 3 China's Tech Entrepreneurs 101 with Benjamin Qiu
Host Wenchi Yu speaks to Benjamin Qiu, a partner of a New York-based law firm and co-chair of Asian Affairs at the New York City Bar Association, who has been advising technology clients on cross-bord...
13 Feb 202534min
Ep. 2 DeepSeek, Chip Export Controls, US-China AI Competition, Energy Demand of AI, Interview with Kevin Xu
Host Wenchi Yu interviews Kevin Xu of Interconnected Capital on the rise of DeepSeek, its founding philosophy, its impact on US's AI development, the future of chip wars, US-China chip export controls...
7 Feb 20251h
Ep. 1 Trump, TikTok, DeepSeek, China Tech, Interview with Charles Mok
Host Wenchi Yu interviews Charles Mok, an Internet entrepreneur, a former Hong Kong legislator, and a scholar at Stanford University’s Cyber Policy Center, about TikTok, DeepSeek, and the US-China tec...
31 Jan 202525min
