ChinaTalk: 2022 in Review
The latest episode of ChinaTalk.
Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into:
- Samsung and Intel's stumbles
- Arm taking on Qualcomm
- Risc-V's rise
- The politicization of semiconductors
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Outro music: ChatGPT + PG One https://www.youtube.com/watch?v=mDvFGLSIU2c
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Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."
