Kopi time with Taimur Baig podcast E47


Dan Wang on the global semiconductor race.
Group Research03 Mar 2021
DBS


Podcast transcript

Spanning cutting edge design and production that range from of silicon to wafer to integrated circuits, semiconductors are perhaps the most complex and critically important product in the world today. Which country and company are good at the various design and production stages? Why did Intel slip? What explains TSMC’s rise? Where do China, Taiwan, US, South Korea, Japan and other countries fit into this narrative? How have states gotten involved, and what are the national security implications? How will the China-US rivalry take shape around the race to establish semiconductor chip supremacy? To delve into this fascinating subject, we are lucky to have with us Dan Wang, a foremost expert commentator on the semiconductor supply chain, as well as related regulations and policies. This is a must-listen.


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Taimur Baig, Ph.D.

Chief Economist - G3 & Asia
[email protected]


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