Perspectives with Wenchi Yu

Host Wenchi Yu speaks with Jeremy Chih-Cheng Chang 張智程, a global semiconductor policy expert from the Taipei-headquartered think tank, DSET (Research Institute for Democracy, Society and Emerging Technology) 科技民主與社會研究中心. DSET recently published the report: Walking a Tightrope: Navigating Taiwan-U.S. Semiconductor Security Under Trump 2.0. [00:00:04] Background: Trump's TSMC $100 Billion Investment Announcement[00:01:39] Guest Jeremy Chang[00:05:47] Japan’s Semiconductor Industry Policy[00:10:01] Taiwan’s Semiconductor Industry and Strategy[00:16:01] Taiwan-China Semiconductor Relations: Pioneer in Outbound Investment Screening[00:22:03] U.S.-Taiwan Semiconductor Relations[00:30:26] The Relationship Between TSMC and Government Policy in Ensuring Taiwan's Security: Silicon Shield 護國神山[00:36:00] Negotiating Taiwan's Future: Capitalizing on the Global Hardware Manufacturing Ecosystem[00:40:15] ConclusionPerspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu speaks with TechNode Founder Lu Gang about China's startup ecosystem, the influence of government policies, and the impact of US-China rivalry on Chinese tech companies, including the 'go abroad' phenomenon and why the US remains the most desirable market despite the rising tensions.00:00:04 - Introduction00:01:57 - Lu Gang’s Journey into Tech Journalism00:04:40 - The Early Chinese Startup Ecosystem00:07:48 - The Rise of Venture Capital in China00:12:00 - Government’s Role in Promoting Entrepreneurship00:16:10 - Shift in Government Policies and Crackdowns00:23:22 - US-China Rivalry and Its Impact on Chinese Tech Companies00:26:12 - The ‘Go Abroad’ Phenomenon00:28:48 - Success and Challenges of Chinese Companies Overseas00:32:37 - Future of Chinese Innovation00:39:04 - The TikTok Dilemma00:41:14 - ConclusionPerspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu speaks to Eric Wong of Stillpoint Investments about China’s equity markets, the current state of the Chinese economy, the three Ds of structural challenges (deflation, demographics, and debt), how geopolitics and Trump 2.0’s tariffs might impact China’s export-oriented economy, and what global investors should keep in mind when engaging with China’s capital markets.This episode is not intended to be (and may not be relied on in any manner as) legal, tax, investment, accounting, or other advice or as an offer to sell or a solicitation of an offer to buy any securities of any investment product or any investment advisory service.00:06 Introduction01:44 Guest Introduction: Eric Wang 黃浩偉07:56 Understanding China’s Equity Markets13:49 Foreign Investment in China’s Markets17:15 Structural Challenges: The Three D’s (Demographics, Debt, and Deflation)18:46 China’s Economic Slowdown: Causes & Turning Points, Geopolitics and China’s Exports38:52 Changing Consumer Behavior41:10 China’s Industrial Policy & ‘New Quality Productive Forces’44:16 Rise of Chinese Domestic Brands48:42 Chinese Companies Expanding Overseas (‘出海 chu hai’ Phenomenon)50:42 US-China Trade Tensions & Trump 2.0’s Potential Policies53:06 Hong Kong’s Critical Role in China’s Capital Markets56:18 Should US Investors Engage in China’s Markets?1:00:52 Closing This is the fourth episode of the series about China’s technology companies and entrepreneurs. For previous episodes, please visit:Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=5f0e34b9345e4886 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395 YouTube:https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=hUsa8h9mNGT_xHJIPerspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu speaks to Benjamin Qiu, a partner of a New York-based law firm and co-chair of Asian Affairs at the New York City Bar Association, who has been advising technology clients on cross-border transactions for over two decades. This episode dives into the forces driving China’s tech sector and the challenges facing them today.00:00 Introduction02:45 Guest: Benjamin Qiu 裘伯纯03:30 China’s WTO Membership & Intellectual Property Laws05:45 2000s: China’s Tech Innovation Boom07:37 Government’s Role in Tech Industry Growth and Crackdown14:27 Chinese Entrepreneurs’ Resilience and Challenges24:43 Chinese Entrepreneurs Expand Overseas 出海 28:03 The U.S. as a Destination for Chinese Entrepreneurs33:46 Closing ThoughtsYouTube: https://youtu.be/QqkJEshmwyESpotify: https://open.spotify.com/episode/2rbfDZGf4myX2XlidHmuh7?si=2d031d8287d54332Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395?i=1000692015979Perspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu interviews Kevin Xu of Interconnected Capital on the rise of DeepSeek, its founding philosophy, its impact on US's AI development, the future of chip wars, US-China chip export controls, energy demand of AI, open vs closed source, and the future of AI competition and policy.Perspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395

Host Wenchi Yu interviews Charles Mok, an Internet entrepreneur, a former Hong Kong legislator, and a scholar at Stanford University’s Cyber Policy Center, about TikTok, DeepSeek, and the US-China technology competition under Trump 2.0.Perspectives with Wenchi Yu YouTube: https://youtube.com/playlist?list=PLkK1a7U8kP0TgXhvI5Bj70H4cPPlapCdQ&si=RuA_jZROR2ynRbxH Spotify: https://open.spotify.com/show/6kXiEF08IjtT3j1DyEnBbG?si=68ab3ea172594620 Apple: https://podcasts.apple.com/us/podcast/perspectives-with-wenchi-yu/id1793854395