Sharp Tech with Ben Thompson

The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor

9 snips
May 8, 2023
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1
Introduction
00:00 • 2min
2
The Importance of Export Controls in the US-China Relationship
01:47 • 3min
3
The US Is Not Approaching All This Correctly
05:10 • 2min
4
The Impact of the Export Controls on China
07:26 • 4min
5
The Importance of Yield in Chip Production
11:04 • 5min
6
The Rise of Trailing Edge Chips in the West
16:18 • 4min
7
The Importance of Taiwan's Right to Governance
20:10 • 4min
8
The History of ASML
24:14 • 4min
9
The Rise and Fall of EUV
28:15 • 3min
10
The Risks of the US Export Controls
31:19 • 2min
11
The Dutch Thinking in Making in China 2025
33:41 • 2min
12
The US's Achilles Feet
35:55 • 3min
13
China's Antitrust Retaliation for US Mergers
39:24 • 4min
14
Intel's Culture Matters
43:24 • 2min
15
Intel's Big Bet Is on a Non-Disasterous Foundry Project
45:21 • 3min
16
The Pros and Cons of Outsourcing of Chips
47:54 • 3min
17
The Importance of Thinking Outside the Box in Antitrust
50:54 • 4min
18
The Unsatisfactory Answer to the Taiwan Issue
54:58 • 2min
19
The US and China's Future
57:10 • 3min
20
The Phoenix Suns Will Stream Any Game to Anyone on the Kissway Platform
01:00:00 • 4min
21
The Sons and Isolation in the NBA
01:03:37 • 3min