Jon Y produces Asianometry, which focuses on Asia technology, finance, and history: Podcast, YouTube channel, and Substack.

Steve and Jon discuss the global semiconductor industry with an emphasis on U.S.-China technology competition.

Topics discussed:

• Jon's background and his move to Taipei.
• Key components of the semiconductor ecosystem: fabs, lithography, chip design.
• US-China tech war
• TSMC, ASML, Huawei
• Taiwan politics: Green and Blue parties, independence
• PRC invasion / blockade of Taiwan?

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.

Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on Twitter @hsu_steve.