TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang
Audio-only and Transcript: https://www.manifold1.com/episodes/huawei-and-the-us-china-chip-war-44
Steve and TP discuss:
0:00 Introduction: TP Huang and semiconductor technology
5:40 Huawei’s new phone and SoC
23:19 SMIC 7nm chip production in China: Yield and economics
28:21 Impact on Qualcomm
36:08 U.S. sanctions solved the coordination problem for China
semiconductor companies
42:48 5G modem and RF chips: impact on Qualcomm, Broadcom, Apple, etc.
47:14 5G and Huawei
52:50 Satellite capabilities of Huawei phones
56:46 Huawei vs Apple and Chinese consumers
1:01:33 Chip War and AI model training
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