This episode begins by highlighting issues that Wells Fargo, Google, Apple, and Anthropic face with respect to China. It then focuses intently on Nvidia's challenges relating to a China antitrust investigation and China’s pursuit of semiconductor independence. It then shifts to the United States’s revocation of Validated End User Status for Samsung and SK Hynix and its possible implications for the companies, their chip equipment suppliers, and their competitors. Following this, it explores the latest news about the TikTok divestiture. Afterwards, it examines Washington’s war against European and Korean efforts to regulate tech companies. The show ends with a discussion of the unraveling fabric of Shein and Temu.
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By Jean-Marc F. BlanchardThis episode begins by highlighting issues that Wells Fargo, Google, Apple, and Anthropic face with respect to China. It then focuses intently on Nvidia's challenges relating to a China antitrust investigation and China’s pursuit of semiconductor independence. It then shifts to the United States’s revocation of Validated End User Status for Samsung and SK Hynix and its possible implications for the companies, their chip equipment suppliers, and their competitors. Following this, it explores the latest news about the TikTok divestiture. Afterwards, it examines Washington’s war against European and Korean efforts to regulate tech companies. The show ends with a discussion of the unraveling fabric of Shein and Temu.