How China's growing appetite for computer chips has put Taiwan on the frontline of the US-China battle for global technological supremacy. In this latest episode of the new Tech Tonic season, James Kynge, the FT's global China editor, takes a deep dive into the semiconductor industry and Taiwan’s unique position as a bastion of computer-chip talent.
We hear from Chad Duffy, a Taipei-based cybersecurity expert who helped uncover a major hack on Taiwanese semiconductor manufacturers. James talks to Dan Wang, an analyst with the Shanghai-based Gavekal Dragonomics, about China’s chip strategy, and Stephen Orlins, a rare dissenting voice in Washington who questions the efficacy of a US blacklist of Chinese tech companies desperate for US-designed chips. Plus, Annie Ting-Fang and Lauly Li, who cover the semiconductor industry for Nikkei Asia, give us the inside track on how China has been scooping up Taiwanese semiconductor engineers.
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Presented by James Kynge. Edwin Lane is senior producer. Josh Gabert-Doyon is producer. Manuela Saragosa is executive producer. Sound design is by Breen Turner, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley.
News clips credits: CNBC