@Asianometry & Dylan Patel — How the semiconductor industry actually works

In this podcast episode, the hosts explore the complex interplay between AI development and semiconductor manufacturing, highlighting the geopolitical tensions and competitive dynamics at play. They delve into China's ambitious goals, the critical importance of talent acquisition, and how shifts in talent impact major industry players. By discussing strategic choices, emerging trends, and looming challenges, the speakers offer a well-rounded perspective on the future of technology, while sharing their own experiences navigating these intricate sectors.