If you’ve been following Dan Nystedt on social media, you are familiar with his insightful commentary and his unique perspective. Dan is vice president of research at Tri-Orient Investments, a private institutional investor that has been active in Asian markets since 2010. A former journalist, fluent in Chinese, based in Taiwan, and deeply familiar with the tech scene in one of the most vibrant technology centers in the world, Dan is a source of important market and technology signals. We caught up with him last week to discuss the Asian tech scene: geopolitical tensions and Taiwan’s role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China’s rare earth dominance and geopolitical impact. Join us!

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