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Sharp Tech with Ben Thompson
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
Sep 12, 2023
Charter and Disney reached an agreement that benefits both parties, highlighting Charter's win and the potential of rebundling failed streaming services. The podcast also discusses ESPN's strategy of selling its service to internet TV providers and Charter's advancements in the broadband market. Additionally, it explores China's progress in chip technology and the geopolitical situation between the US and China, focusing on sanctions and chip development. The skewed incentive structure in systems without effective market feedback loops and the violation of US sanction rules by SMIC are also discussed.
01:13:11
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Quick takeaways
- The partnership between Huawei and SMIC in creating the Kirin 9000 s chip demonstrates China's progress in developing a domestic chip ecosystem.
- China's advancements in chip fabrication challenge the effectiveness of the US-led campaign to restrict China's access to cutting-edge technology.
Deep dives
Huawei's Mate 60 pro powered by China's most advanced chip
Huawei has partnered with SMIC to develop a new Kirin 9000 s chip for its latest smartphone, the Mate 60 pro. This marks an early success in China's efforts to build a domestic chip ecosystem and circumvent US restrictions. The Kirin 9000 s chip is the first to utilize SMIC's advanced 7-nanometer technology, showing progress in China's chip fabrication capabilities. However, questions remain about SMIC's ability to produce chips at scale and affordable costs. This development challenges the efficacy of the US-led campaign to block China's access to advanced technology.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode