@HPCpodcast: Taiwan-Based Analyst Dan Nystedt Talks East-West Tech Tensions, the US-China AI Race and the Global Tech Supply Chain
· Source: insidehpc.com
In short
Taiwan-based analyst Dan Nystedt shares insights on the geopolitical tensions between East and West, focusing on the tech rivalry between the US and China in AI and chip manufacturing. He also discusses the complexities of the global tech supply chain and China’s dominance in rare earth materials. The conversation provides important perspectives from one of the world's vibrant technology hubs.
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In the issue of week 46, 2025: AI Scales Up: Autonomous Supply Chains Drive 35% Productivity Gains
Tags: supply chain, chip manufacturing, geopolitics, AI, Taiwan