Kevin Xu, Founder, Interconnected, on China's Star-Crossed Quest To Build A World-Class Semiconductor Industry

Kevin Xu, Founder, Interconnected, on China's Star-Crossed Quest To Build A World-Class Semiconductor Industry

China aspires to develop world-class capability in the designing, engineering and producing semiconductors. But as Chairman Mao liked to say: "The road ahead is bright but full of twists and turns, setbacks and adversities." Kevin shares the story of what he calls the "Theranos of China's Chip Industry" - how three clever con artists with zero experience in chips crafted a deal that resulted in $2 billion gone sideways. Kevin also talks about how Tesla might contribute to China's chip drive by doing original engineering for autonomous technologies inside China, thereby sidestepping tough US technology export controls. How will that work out?

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Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

What do we really know about Xi Jinping, China's most powerful leader since Chairman Mao? Answer: Incredibly little.  Xi is the embodiment of inscrutability, the ultimate poker face.  And second, the ...

30 Jan 47min

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Our guest today, Lizzi Lee, is smart, daring and unconventional. After earning a PhD in economics from MIT, Lizzi Lee took a bold right turn and dove into research and writing. A few weeks ago, Lizzi ...

11 Dec 202552min

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Earlier this year, I enjoyed a delicious lunch in Mexico City with Luis Lozano,  the former CEO of Toyota de Mexico. Luis immediately impressed me with his knowledge of the Mexican car market, the sho...

7 Dec 202532min

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

President Trump and President Xi,  the two most powerful men in the world, met last week in Korea to try to, basically, calm things down.  China had just flexed its muscles, threatening to limit the e...

6 Nov 202552min

How China Captured Apple. Patrick McGee, Author, Apple in China

How China Captured Apple. Patrick McGee, Author, Apple in China

Here's a question I get a lot. How did China get so good so fast. People with front line experience in the People's Republic  talk about something called the China arc. Chinese leaders identify your c...

28 Aug 202556min

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

Dazed, bruised and confused. That's how leaders of global automakers and suppliers operating in China feel these days. Since 2020, they have seen their once formidable China sales and profit machines ...

21 Aug 202555min

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

In the good old days of driving, we needed to make sure the mechanical things worked: Things like the engine, of course, the steering and the brakes. We were in charge of driving the car.  Now, for be...

19 Juni 202536min

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

By now, you have probably heard that there are more than 200 million connected cars on the road today. But, wait a minute. What is a connected car – and how does a connected car make our lives better?...

5 Juni 202543min

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