Odd Lots

We've been talking a lot on the podcast about semiconductors. The stumble of Intel. The general troubles with US manufacturing, and, of course, the rise of TSMC. But, for a long time, the Chinese government has endeavored to build a successful homegrown and world-leading chip industry. On this episode, we speak with Dan Wang, a tech analyst at Gavekal Dragonomics. He discusses the state of the domestic industry, as well as broader lessons on Chinese tech and business after a year of extraordinary disruption.