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312 EpisodesProduced by Jordan SchneiderWebsite

Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.Check out the newsletter at


EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into:

  • How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime
  • Why we can expect AI chips on par with the A100 coming out of China in the next two years
  • What steps the US government could take to tighten export controls and set back the Chinese semiconductor ecosystem
  • How China has come to dominate both the lagging edge and the EV space

Here's my piece on the topic:

And here's Dylan's:

Outtro music: 潮州土狗 - 50元的檳榔

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