Linghao (analyst)

Shanghai-based Trivium analyst specializing in semiconductors and compute who discusses China's compute infrastructure, cloud adoption, and policy efforts to increase compute utilization for AI R&D and services.

Best podcasts with Linghao (analyst)

Ranked by the Snipd community

33 snips

Mar 13, 2026 • 1h 27min

Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people

Even (Evan) Pei, Trivium director on agriculture, biotech, and health policy — outlines innovation targets for farming and healthcare. Linghao, Shanghai-based analyst specializing in semiconductors and compute — digs into China’s GPU crunch, cloud adoption, and the National Unified Computing Power Network. Corey Combs, head of supply chain and critical minerals research — examines industrial upgrading, upstream/midstream/downstream shifts, and climate-linked industrial policy.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app