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TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.

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 and the US-China Chip War — #44

Manifold