TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.

Steve and TP discuss:

0:00 Introduction: TP Huang and semiconductor technology

5:40 Huawei’s new phone and SoC

23:19 SMIC 7nm chip production in China: Yield and economics

28:21 Impact on Qualcomm

36:08 U.S. sanctions solved the coordination problem for China

semiconductor companies

42:48 5G modem and RF chips: impact on Qualcomm, Broadcom, Apple, etc.

47:14 5G and Huawei

52:50 Satellite capabilities of Huawei phones

56:46 Huawei vs Apple and Chinese consumers

1:01:33 Chip War and AI model training

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

--

Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.