Host Wenchi Yu speaks with Jett Chen, founder of Semi Vision, a Taiwan-based semiconductor industry research institution providing comprehensive insights into the semiconductor ecosystem. With a family business specializing in semiconductor packaging, Jett observes how AI advancements are transforming the startup ecosystem in Taiwan. Jett discusses the complexities of semiconductor manufacturing, the importance of packaging, and the emerging opportunities for startups in AI. Jett also addresses the energy challenges Taiwan faces as it develops its AI capabilities, the implications of NVIDIA's investment in Taiwan, and the ongoing talent shortages in the engineering sector. The conversation also examines geopolitical factors affecting the semiconductor supply chain, highlighting the competitive dynamics between Taiwan and China, and the implications of the US’s export control policies.

00:00

Taiwan's Semiconductors and AI Opportunities

05:54

Understanding the Semiconductor Ecosystem

09:37

The Role of Packaging in Semiconductor Manufacturing

11:56

AI Servers and Their Impact on the Industry

15:35

Emerging Startups in AI and Semiconductor

17:35

Energy Challenges in Taiwan's AI Development

20:02

NVIDIA's Investment and Its Implications for Taiwan

21:48

Talent Shortages and Immigration Policies

23:52

Geopolitical Impacts on Semiconductor Supply Chains

27:24

The Future of Semiconductor Manufacturing

Perspectives with Wenchi Yu

YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH

Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620

Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu speaks with Bill Russo, an auto industry expert with a lifelong career in Detroit and China (Chrysler), about China's rapid rise to become the world leader in automobile manufacturing, sales, and exports, as well as the global leader in new energy vehicles, batteries, and the "internet of mobility."

00:00
China's Automotive Revolution

02:29
Bill Russo's Journey in the Auto Industry

04:31
The Growth of China's Auto Market

11:22
The Shift from Foreign to Chinese Domestic Brands

15:12
Market-Driven Growth in China's Auto Industry

22:30
The Rise of Electric Vehicles in China

30:47
The Internet of Mobility and Technological Innovation

35:15
The Digital Transformation of Automobiles

39:07
Impact of Trade Wars on Globalization

45:59
Navigating Tariffs and Supply Chains

50:58
The Future of Transportation and Mobility

01:01:09
China's Role in the Global Automotive Landscape

Perspectives with Wenchi Yu

YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH

Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620

Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu speaks with Zak Dychtwald, author of Young China: How the Restless Generation Will Change Their Country and the World. Dychtwald, a leading expert on China's market and workforce, discusses the dangers of underestimating Chinese competition and how negative perceptions and a poor understanding of Chinese businesses and their innovations can lead to misguided global business strategies. Dychtwald emphasizes that China's market is not only significant for its economy but also serves as a proving ground for products that can succeed globally. The conversation highlights the need for a nuanced perception of China, moving beyond government narratives to appreciate the vibrancy and competitiveness of its market.

Reference: The Risks of Underestimating Competition from China, by Zak Dychtwald, Harvard Business Review

00:00
Introduction

01:22
Zach Dychtwald's Journey and Insights on China

07:21
The Rise of Young China and Consumer Trends

09:01
Resurfacing Interest in Chinese People and Culture

10:40
The Risks of Underestimating Chinese Competition

12:11
Innovation Parity: China vs. the West

14:15
The Global Reach of Chinese Products

18:30
Changes at the Canton Fair: A New Era

21:41
China as a Proving Ground for Global Products

23:45
Navigating Globalization: Chinese Brands on the World Stage

25:04
Pharmaceuticals and MedTech: China's Global Health Innovations

26:58
China's Leadership in New Energy and Technology

29:26
Understanding China's Domestic Focus and Global Ambitions

32:02
The Belt and Road Initiative: Stability and Economic Growth

35:00
Innovation Ecosystem: China's Competitive Edge

40:12
Assessing US-China Competition: Risks and Opportunities

45:10
Learning from China: Strategies for Global Competitiveness

Perspectives with Wenchi Yu

YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH

Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620

Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395