Jon Y (Asianometry) on Semiconductor Tech and U.S.-China Competition — #4

Jon Y produces Asianometry, which focuses on Asia technology, finance, and history: Podcast, YouTube channel, and Substack.Steve and Jon discuss the global semiconductor industry with an emphasis on U.S.-China technology competition. Topics discussed:Jon's background and his move to Taipei.Key components of the semiconductor ecosystem: fabs, lithography, chip design.US-China tech warTSMC, ASML, HuaweiTaiwan politics: Green and Blue parties, independencePRC invasion / blockade of Taiwan?Music 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 (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.Please send any questions or suggestions to [email protected] or Steve on Twitter @hsu_steve. 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.