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Odd Lots

China Made a Chip Breakthrough That Shocked the World

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.41.6K Ratings

🗓️ 7 December 2023

⏱️ 52 minutes

🧾️ Download transcript

Summary

Both the Trump administration and the Biden administration made moves to constrain China's ability to build out an advanced homegrown technology industry. But the country is still investing billions in its chip sector and there are signs that it's really starting to pay off. Huawei recently released the Mate 60 Pro smartphone, with capabilities that shocked the world in terms of its performance. So how is the country making such strides in face of technological trade restrictions? We spoke with Dylan Patel of SemiAnalysis and Doug O'Loughlin of Fabricated Knowledge about how much progress China is making, and the policies that are accelerating these gains.

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Transcript

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Plot creators, the podcast for financial experts brought to you by FAB.

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Miracles, a narrative podcast for each season we go into all the nitty gritty details about one sci-fi sounding industry

0:44.7

to understand what it'll take to go from idea to impact. The first season is about

0:50.0

nuclear energy and I'm pumped to be hosting it but my co-host Julia

0:53.8

Doolia. Hey Packy whether you're brand new to nuclear energy or are already

0:58.2

nukefilled you'll find something to love here our first five episodes are on

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fission we have an episode in the

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middle covering all the different energy sources and debating the pros and cons of

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each and then we finish the season on Nuclear Fusion. Those first five

1:12.0

episodes on Vision are live today. Go check

1:14.5

them out by searching Age of Miracles wherever you listen to podcasts. Hello and welcome to another episode of the Odd Lots podcast I'm Joe Wiesenthal and I'm

1:36.8

Tracy Allaway. Tracy it's been too long since we've done a semiconductor episode.

1:40.9

I know I actually feel really behind on what's been happening

1:44.5

in the industry I've seen some headlines I mean obviously we talked about

1:48.3

NVIDIA earlier in the year and that stock just exploded and recently they released their earnings I've seen some news about

1:56.2

additional export restrictions and things like that but I haven't been paying close enough attention

...

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