transcript
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Jon Y joins MTS to discuss US semiconductor export controls, China's efforts to build indigenous chip capacity, and the role of industrial policy in global technology supply chains. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
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Timestamps:
(00:00) Introduction
(00:01) Impact of AI Export Controls
(00:07) Restricting Manufacturing Equipment vs Chips
(00:09) CXMT and Global Memory Competition
(00:10) Asian Industrial Policy Models
(00:18) Asianometry's Content Creation Process
(00:19) Chokepoints and Supply Chain Resiliency
(00:22) Favorite Cities Across Asia
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.
