

Asianometry
Jon Y
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.
Episodes
Mentioned books

21 snips
Aug 24, 2025 • 0sec
Intel Should Second-Source Nvidia
The discussion dives into Intel's current struggles as its monopoly wanes. It considers the U.S. government's potential financial backing through the CHIPS Act. A bold proposal emerges: Intel could collaborate with Nvidia to rejuvenate its technological edge. The conversation explores how this partnership might spark innovation and reshape the semiconductor industry. Tune in for insight into the fluid dynamics of tech alliances and government intervention!

11 snips
Aug 21, 2025 • 0sec
The Weird OS Built Around a Database
Discover the fascinating origins of a unique hybrid of database software and operating system from the 1960s. Explore its user-friendly design and military applications, contrasted with more mainstream technologies like SQL. Uncover the story of an independent tech pioneer whose vision led to innovative developments but ultimately struggled after his passing. The rise and fall of this pioneering system reveal compelling lessons about adaptability and the ebbs and flows of the tech world.

22 snips
Aug 17, 2025 • 0sec
The Evolution of Flash Memory
Explore the incredible journey of flash memory, witnessing its price plunge from $80,000 to just two cents per gigabyte. Discover how the floating gate transistor revolutionized storage and how NAND flash technology emerged as a dominant player. Learn about the structural differences between NOR and NAND, and how these distinctions shape efficiency and scalability. Highlights include key milestones and innovations that propelled NAND into the spotlight, transforming both the storage industry and consumer technology.

12 snips
Aug 14, 2025 • 0sec
Nongfu Spring and China's Bottled Water Wars
Dive into the intriguing world of China's bottled water industry! Discover how Nongfu Spring rose to prominence amidst scandals and health myths. Learn about the impact of urbanization and pollution on bottled water's popularity. Uncover the challenges faced by major players like Wahaha and Master Kong, including fierce competition and smear campaigns. This exploration highlights the unexpected drama and marketing strategies that shape the thirst for bottled water in China.

24 snips
Aug 10, 2025 • 0sec
The AI Bandwidth Wall & Co-Packaged Optics
The podcast dives into the impressive advancements in the semiconductor industry, highlighting the massive leap in GPU performance over the decades. It examines the critical bottlenecks that hinder full utilization of this power, particularly the emerging issues with IO bandwidth. Co-packaged optics is introduced as a promising solution, poised to revolutionize data transfer efficiency in server setups. The discussion also touches on how these developments impact AI applications and the future of semiconductor technology.

34 snips
Aug 3, 2025 • 0sec
Visa's Debit Card Monopoly
Discover the fascinating history of Visa's dominance in the debit card market. Starting from their rocky beginnings in the 1970s, they turned adversity into opportunity during the 1980s. Learn about the strategic moves that cemented Visa's grip on 60-75% of debit transactions in the U.S. The discussion delves into competition, technological advancements, and the rise of signature debit transactions, unveiling the ongoing challenges and antitrust concerns shaping this critical payment landscape.

27 snips
Jul 31, 2025 • 0sec
With Directed Self Assembly, the Chips Make Themselves (Kinda)
Dive into the fascinating world of Directed Self-Assembly (DSA) in semiconductor manufacturing. Discover how it complements traditional photolithography and its potential to revolutionize production by reducing costs. Learn about its history, mechanisms, and the hurdles it faces in adoption. The ability of DSA to 'heal' errors in EUV lithography could change the game for high-volume manufacturing. This innovative approach promises efficiency and precision in crafting the next generation of chips.

6 snips
Jul 27, 2025 • 0sec
Whatever Happened to China's Bandit Phones?
Discover the bizarre world of China’s bandit phones, featuring extraordinary designs like Olympics-branded and cigarette pack models. Learn how a university student pioneered a company that thrived amidst relaxed regulations. Explore the innovative Shanzhai phones that combined creativity with imitation, catering to unique user needs. Unravel the contrasting paths of Byrd and K-Touch in a fiercely competitive market, and witness the rise and fall of an entire industry as larger corporations took over.

Jul 24, 2025 • 0sec
Saudi Arabia's Crazy Wheat Self-Sufficiency Policy
Saudi Arabia’s ambitious wheat self-sufficiency program, launched in the 1980s, aimed to curb food imports but led to unforeseen consequences. The country pumped more groundwater than oil, jeopardizing its water resources. As the population grew, the sustainability of this policy became increasingly questionable. The podcast explores the critical challenges of water scarcity, the reliance on fossil aquifers, and the environmental impacts of vast agricultural investments. It also highlights ongoing efforts toward more sustainable practices amid dwindling supplies.

18 snips
Jul 20, 2025 • 0sec
How the Computer Helped the Boeing 787 Soar
The Boeing 787 is a marvel of modern engineering, showcasing innovative design amidst a digitized world. This aircraft utilizes advanced composite materials to achieve impressive efficiency and aerodynamic performance. The podcast dives deep into how these materials revolutionized wing design, significantly reducing weight. It also highlights the challenges and triumphs of integrating computational methods like Computational Fluid Dynamics to optimize the aircraft. An exploration of how cutting-edge technology redefines the future of aviation!