Dan Wang on China's Mission to Be a World Leader in Semiconductors
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 28 January 2021
⏱️ 60 minutes
🧾️ Download transcript
Summary
We've been talking a lot on the podcast about semiconductors. The stumble of Intel. The general troubles with US manufacturing, and, of course, the rise of TSMC. But, for a long time, the Chinese government has endeavored to build a successful homegrown and world-leading chip industry. On this episode, we speak with Dan Wang, a tech analyst at Gavekal Dragonomics. He discusses the state of the domestic industry, as well as broader lessons on Chinese tech and business after a year of extraordinary disruption.
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| 0:45.0 | I'm Tracy Alawet. |
| 0:48.0 | Tracy you know how sometimes, I don't know if it's a joke but at the end of an episode we'll be like well we're going to have to check back a year from now to see how that developed |
| 0:59.2 | It's not meant to be a joke. It's meant to be it's not a joke, but we don't I don't know if we always do it or if we really |
| 1:05.0 | always you know follow up on those but it is something we say. All right but we're |
| 1:10.0 | making good we're making good on one of those comments now though right? |
| 1:15.6 | We are we are doing an episode that I think can legitimately be said to be a follow-up. |
| 1:21.8 | You know I think it was obviously like basically a year ago around this time that we first sort of became aware of the coronavirus. |
| 1:32.0 | We didn't know how big of a deal it was going to be. We didn't know how, you know, we knew it was sort of bubbling up. We knew that there were cases in Wu Han. We didn't know much though about the overall impact and you know one of the first people that we discussed it with was was with our guest today. |
| 1:51.0 | Right, so this particular guest has been on a few times now and we always get requests for |
| 1:57.7 | him to come back. |
| 2:00.0 | Last year when we spoke to him, it February as you mentioned the coronavirus crisis |
| 2:05.4 | was just really getting underway but we'd already seen a bunch of supply chain |
| 2:11.0 | disruptions and there was a lot of talk at the time about what that might mean for |
| 2:16.3 | tech specifically. So in tech you have these really complicated supply chains with lots of little |
| 2:22.4 | components, particularly semiconductors. |
| 2:25.6 | So we did, well, we had a big conversation about that at the time. |
| 2:30.0 | And now we can check in and see what's actually happened. |
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