Gonna Smoke One

Cauldera

silent running

"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 and Carol Yin. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in the audio format by Thomas Geoffrey Craig.

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

TPO Podcast 510 met Roderick Veelo en Bert Brussen

Tried to keep this evenings recording Au Naturel. So, all tracks done with one take, no punch-ins, no effects on any track, and then volumes were set and a simple natural acoustic mastering setting using Klevgrand Grand Finale. Thank you Brian Funk for putting forth the challenge. Halloween couple dressed as...?

Au Naturel

Lighten Up

Some World

I'm Short !!!!! - OSC181 - SurgeXT

Stinkpots

Smokepot

Taikih

Sameer Singh from Tech-thoughts.net joined us for a two parter conversation on the recent major events in technology & their impact in Asia. In this episode, we discussed the recent announcements which came out of the Apple iPhone 7 event and their implications to the smartphone industry. We also examined whether the new iPhone offered us a glimpse in the upgrade cycles and whether the smartphone is undergoing a major structural change across Asia. Finally, we take a look at Apple's approach in the home and automotive market.

Analyse Asia with Bernard Leong

Episode 135: The Apple iPhone 7 Event with Sameer Singh

A weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Episode 135: The Apple iPhone 7 Event with Sameer Singh

analyseasia

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