This week on Chips Weekly, Diana sits down with Karl Joseph Weaver — also known as the Smartphone Rainmaker — to unpack the forces shaping the AI chip supply chain and the future of Generative AI smartphones.

Karl brings 20+ years of experience in Greater China and Asia-Pacific ICT, from pioneering mobile payments in China to advising global tech giants on AI chips, semiconductors, and reshoring strategies.

🌏 Topics we cover:

• Why Taiwan (TSMC & ODMs) anchors the global AI chip ecosystem
• Reshoring to India, Mexico & the U.S. under USMCA
• The rise of GenAI smartphones — Apple, Huawei, Samsung & beyond
• What Western companies must know before entering Asia’s supply chain
• Cutting through the hype: AI’s real impact on devices & infrastructure

⚡ A must-listen for anyone tracking semiconductors, AI, or the Pacific Century of tech.

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