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

Paul William Bradley, chairman and founder of the Caprica International joined us in a conversation to discuss business leadership, working with Asian family businesses, the future of logistics and supply chain in Asia and his role to guide and mentor entrepreneurs. In the final part of our conversation, Paul shared his thoughts on the fourth party logistics (4PL) & supply chain sector, mentoring entrepreneurs as an advisor & the work he has done in contributing back to society.

Biography of Paul Bradley:

Paul W. Bradley has been involved in international business throughout his career, primarily in Asia. He has established new business entities in China, South East Asia, India and the United States and managed businesses across 14 countries. Mr. Bradley is the Chairman and CEO of Caprica International; Vice Chairman and Board Member of Supply Chain Asia; Asian Advisory Board Member for Avista-Houlihan Lokey Investment Bank; serves on the Industry Advisory Board for the S.P. Jain School of Global Management; and as a CEO Mentor and Strategic Advisor to several Asian companies.  He has also served on a number of corporate and organizational Boards, government advisory committees and is currently involved in several entrepreneurial ventures.

Mr. Bradley previously held senior leadership positions as Managing Director of IDS International (the Li & Fung Group); President of Arshiya International in India; and leading supply chain management and logistics companies including the HAVI Group/BDP Asia; NYK Line (Mitsubishi Group), and APL (NOL Shipping Group). Prior to his work in international business, he served as a Congressional Assistant in the United States Senate; as a member of the Presidential Inaugural Committee; and as a Parliamentary Assistant in the British House of Commons.  He is a frequent speaker at global conferences and universities and has been interviewed by leading publications and media.

The show is hosted by Bernard Leong (@bleongcw) and are sponsored by Ideal Workspace with their new Altizen Desk (http://altizen.com). Also check out Ideal Workspace's new standing desk, Altizen and sign up for their mailing list. Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack. 

Special Promo for IoT Asia Conference 2017: Innovation and value generation remain at the forefront of the 4th edition of IoT Asia conference which returns on 29th to 30th March at the Singapore EXPO.  Join the 3-track conference to learn about new developments and initiatives from thought-leaders and leading lights in the field. Use our promo code IOT7AASIA to get 10% off conference rates except Academic.

Analyse Asia with Bernard Leong

Episode 172: 4PL Logistics & Entrepreneur mentoring with Paul Bradley

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 172: 4PL Logistics & Entrepreneur mentoring with Paul Bradley

analyseasia

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