ChinaEconTalk

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry


Listen Later

Dylan Patel is a man on a mission. We get into how:

  • Huawei is giving NVIDIA a run for their money
  • What USG needs to do about it
  • What smart semiconductor tariff policy would look like
  • o3

  • Outtro Music, a little texas country for you all:

    Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls

    Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc

    And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    ChinaEconTalkBy SupChina