Huawei and the US-China Chip War — #44

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 technology5:40 Huawei’s new phone and SoC23:19 SMIC 7nm chip production in China: Yield and economics28:21 Impact on Qualcomm36:08 U.S. sanctions solved the coordination problem for Chinasemiconductor companies42:48 5G modem and RF chips: impact on Qualcomm, Broadcom, Apple, etc.47:14 5G and Huawei52:50 Satellite capabilities of Huawei phones56:46 Huawei vs Apple and Chinese consumers1:01:33 Chip War and AI model trainingMusic used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. Mechanize is hiring! https://mechanize.work/b/hsu Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. For example: Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.