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Getting in, Maybe to Get Out; Snacking on Chip Taxes; Knashing Nvidia; Chomping Chips; Korea Krumbs
This episode reviews various corporate exits from China and the tactics some companies like Apple are using to facilitate their China derisking; delves into the "unusual" and "unprecedented" chip tax deal AMD and Nvidia struck with the US government; examines President Donald Trump's hate and love fest with Intel CEO Lip-Bu Tan; and charts out Google's map data struggles with Korea as well as Korea's frictions with Mercedes Benz and Westinghouse.
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By Jean-Marc F. BlanchardThis episode reviews various corporate exits from China and the tactics some companies like Apple are using to facilitate their China derisking; delves into the "unusual" and "unprecedented" chip tax deal AMD and Nvidia struck with the US government; examines President Donald Trump's hate and love fest with Intel CEO Lip-Bu Tan; and charts out Google's map data struggles with Korea as well as Korea's frictions with Mercedes Benz and Westinghouse.