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

Avsnitt(519)

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson. Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's s...

20 Feb 1h 3min

How the US Won Back Chip Manufacturing

How the US Won Back Chip Manufacturing

We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the su...

17 Feb 1h 39min

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...

13 Feb 40min

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 Feb 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 Feb 47min

Chinamaxxing

Chinamaxxing

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 Feb 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 Feb 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 Jan 1h 3min

Populärt inom Politik & nyheter

svenska-fall
aftonbladet-krim
p3-krim
rss-krimstad
flashback-forever
blenda-2
rss-sanning-konsekvens
politiken
aftonbladet-daily
rss-vad-fan-hande
rss-krimreportrarna
motiv
spar
grans
rss-frandfors-horna
rss-flodet
svd-ledarredaktionen
dagens-eko
olyckan-inifran
rss-aftonbladet-krim