Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 4min
Huawei TSMC Cut Off
03:41 • 2min
Is Huawei Supplying Iran on the Sanction List?
05:25 • 3min
ASML Is Playing Coy and Saying They're Not Affected
08:22 • 4min
Do You Want to Join the Alliance?
12:24 • 2min
The Path Forward for China's Semiconductor Industry
14:46 • 2min
China Won't Do Anything on Taiwan, Right?
16:47 • 4min
Is Xi Jinping the Controller of Everything?
21:10 • 2min
Is China a Good Place to Start?
22:43 • 2min
Rare Earth Minerals - Is That a Lever That Really Matters?
24:54 • 3min
The Supply Chain Is Decoupling Faster Than Ever
27:40 • 2min