Asa Fitch

Asa Fitch, a WSJ reporter specializing in the chip industry, dives into Intel's dramatic fall from grace. He unpacks how the tech giant, once a household name, lost its edge against competitors like TSMC and NVIDIA. Fitch discusses the complacency that led to missed opportunities in mobile markets and analyzes the recent ousting of Intel's CEO Pat Gelsinger. He highlights the consequences of failed strategies and the pressing need for Intel to adapt in a landscape increasingly driven by AI advancements.

Lingling Wei, WSJ Chief China Correspondent, discusses Xi Jinping's evolving strategy towards Trump, balancing concessions with aggressive pushbacks, like rare earth controls. Asa Fitch, Heard on the Street writer, analyzes Intel’s stock surge amid government and corporate investments, yet warns that competitive challenges remain. The conversation offers insight into the complexities of U.S.-China relations and the volatile tech landscape as Intel seeks to regain its competitive edge.

Reporter Asa Fitch discusses the semiconductor industry's global competition, US efforts to reshore chip manufacturing, China's response to export controls, and the importance of political investments in the semiconductor industry for resilience.