{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Manifold","title":"Huawei and the US-China Chip War — #44","html":"","width":"100%","height":180,"duration":4660,"description":"TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.\nSteve and TP discuss:\n0:00 Introduction: TP Huang and semiconductor technology\n5:40 Huawei’s new phone and SoC\n23:19 SMIC 7nm chip production in China: Yield and economics\n28:21 Impact on Qualcomm\n36:08 U.S. sanctions solved the coordination problem for China\nsemiconductor companies\n42:48 5G modem and RF chips: impact on Qualcomm, Broadcom, Apple, etc.\n47:14 5G and Huawei\n52:50 Satellite capabilities of Huawei phones\n56:46 Huawei vs Apple and Chinese consumers\n1:01:33 Chip War and AI model training\nMusic used with permission from Blade Runner Blues Livestream improvisation by State Azure.\n--\nSteve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.","thumbnail_url":"https://img.transistorcdn.com/3dN5jXpdPU-2tksLGunno-_3QSF26xY_bpkov6O7drs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzI3Njg3LzE2NDI3/MjI3MjUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}