China & Taiwan Tech Giants in a Fragile Global Supply Chain with Tim Culpan
Analyse Podcast24 Feb 2023

China & Taiwan Tech Giants in a Fragile Global Supply Chain with Tim Culpan

"You're right. Now the US is trying very hard to get TSMC to move to the US and they're throwing money out - TSMC is going to Arizona. The CHIPS Act has been passed. That'll throw a lot of money around, but that won't be enough. In the currently announced plans - just purely what's been announced so far - I ran the numbers and estimated that TSMC's global capacity, only less than 5% would be in the US based on the currently announced plans. Now, I expect those plans to expand and broaden. They seem to have enough land and the possibility of up to four factories instead of two. They could even go to six, who knows? But even if they were to expand to the maximum of what might be possible in Arizona, I think still we'd get maybe 7% of global capacity in the US may be up to 10%. And it won't be the leading edge. The leading edge will still be in Taiwan. And that's not just for protection reasons. I think a lot of people think that all the Taiwanese don't wanna have the best in America because they're trying to hold onto it for themselves - which is true - but it's also an issue of practicality." - Tim Culpan

Fresh out of the studio, Tim Culpan, the Bloomberg columnist, joined us to discuss how the tech giants from China (Huawei, YMTC) and Taiwan (Foxconn, TSMC) are navigating a fragile global supply chain. Starting our conversation, Tim examined how Foxconn and TSMC are making key moves to ensure the resiliency of the global supply chain from contract manufacturing to semiconductors. As we moved on, Tim provided a glimpse into how the Chinese tech giants, Huawei and SMIC are addressing the same challenges and examined the key strategy for China to develop its own semiconductors. Last but not least, Tim broke down the amount of money that Warren Buffett from Berkshire Hathaway had left on the table after retreating from his recent position in TSMC.

Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in the audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

Avsnitt(515)

Arize AI in Asia Pacific: LLM Evaluation, Observability & Scale with Patrick Kelly

Arize AI in Asia Pacific: LLM Evaluation, Observability & Scale with Patrick Kelly

Fresh out of the studio, Patrick Kelly, Vice President for Asia Pacific at Arize AI, joins us to explore the critical world of AI observability, evaluation, and infrastructure and how Arize AI will st...

3 Feb 38min

This Week in Asia: Is the AI Bubble About to Pop? with Daniel Cerventus and Michael Smith Jr

This Week in Asia: Is the AI Bubble About to Pop? with Daniel Cerventus and Michael Smith Jr

By popular demand, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, return for another candid deep-dive into...

26 Jan 58min

Raise Your Level of AI Ambition - Microsoft's AI Strategy for Developers with Jay Parikh

Raise Your Level of AI Ambition - Microsoft's AI Strategy for Developers with Jay Parikh

Fresh out of the studio, Jay Parikh, Executive Vice President of Core AI at Microsoft, joins us to explore how Microsoft is fundamentally transforming software development by placing AI at the center ...

8 Jan 49min

Solving Asia's Private Market Information Crisis with Raghav Kapoor

Solving Asia's Private Market Information Crisis with Raghav Kapoor

"Public markets are behaving more like private markets. Private markets want to behave more like public markets. So actually, they're just one market.What's not the same is the level of research, info...

22 Dec 202533min

The AI Industry Is Building Modern Empires with Karen Hao

The AI Industry Is Building Modern Empires with Karen Hao

Fresh out of the studio, Karen Hao, investigative journalist and author of "Empire of AI" joined us in a conversation to unravel how companies like OpenAI, Anthropic, and xAI have become modern empire...

9 Dec 202540min

Open Source AI: Faster Innovation Through Community Across Asia Pacific with Simon Milner

Open Source AI: Faster Innovation Through Community Across Asia Pacific with Simon Milner

Simon Milner, Vice President of Public Policy for Asia Pacific at Meta, joins us to explore how Meta's deliberate commitment to open source AI is reshaping innovation across the world's most diverse a...

2 Dec 202543min

How Oracle Became the Backbone of Enterprise AI with Chris Chelliah

How Oracle Became the Backbone of Enterprise AI with Chris Chelliah

Fresh out of Oracle AI World 2025, Chris Chelliah, Senior Vice President of Technology and Customer Strategy for Japan and Asia Pacific at Oracle, joins us to unpack how Oracle is positioning itself a...

24 Nov 202545min

Southeast Asia's $300B Digital Economy: How They Exceeded Everyone's Expectations with Sapna Chadha, Florian Hoppe & Cassie Wu

Southeast Asia's $300B Digital Economy: How They Exceeded Everyone's Expectations with Sapna Chadha, Florian Hoppe & Cassie Wu

Fresh out of the studio, we commemorated the 10th anniversary of the e-Conomy SEA [Southeast Asia] Report with Sapna Chadha from Google, Florian Hoppe from Bain & Company, and Cassie Wu from Temasek, ...

18 Nov 202544min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
fill-or-kill
borsmorgon
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-den-nya-ekonomin
rss-borslunch
affarsvarlden
dynastin