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.

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.

Asa Fitch, a reporter for the Wall Street Journal, discusses the semiconductor industry's global race for dominance, focusing on national security implications, Taiwan's emergence as a key player, and the challenges of reshoring chip manufacturing. The podcast highlights China's response to US pressure, industry dynamics between the US and China, and investment strategies of various countries.