@HPCpodcast-105: Dan Nystedt on Chips, China, AI Tech

Dan Nystedt, vice president of research at Tri-Orient Investments, joins us to discuss the Asian tech scene: geopolitical tensions and Taiwan's role, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China's rare earth dominance and geopolitical impact.

[audio mp3="https://orionx.net/wp-content/uploads/2025/11/105@HPCpodcast_ID_Dan-Nystedt_Chips-AI-China_20251113.mp3"][/audio]

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