Скачать или смотреть AI Chip Supply Chain, Taiwan’s Edge & GenAI Smartphones with Karl Joseph Weaver(魏卡爾)

Karl Joseph Weaver (魏卡爾) joins Chips Weekly to unpack the AI chip supply chain, Asia–Pacific’s pivotal role (Taiwan/TSMC, China OEMs, U.S. innovation), and the fast-rising GenAI smartphone wave. Karl shares his journey from studying Mandarin in Taiwan to evangelizing NFC mobile payments and security across Greater China, and explains why Newport Technologies focuses on bridging Western innovation with Asia’s manufacturing powerhouses.

What you’ll learn
How Taiwan (TSMC, ODMs) underpins global AI chips & data center design
Why Apple, India, Vietnam, Mexico, and USMCA matter for reshoring
The rise of GenAI smartphones (Huawei, Apple, Samsung, Google)
The real constraints: talent, power, water, and complex supply chains
Practical advice for Western companies expanding into Asia-Pacific ICT
Guest

Karl Joseph Weaver (魏卡爾) — Asia-Pacific GTM leader, AI chip ecosystem expert, long-time evangelist for mobile/NFC/security.
Newport Technologies: newport-technologies.com

Chapter Timestamps:
00:00 — Diana’s quick intro & note about connection
00:35 — Karl’s opening: why he’s called the “Smartphone Rainmaker”
02:10 — Bringing NFC mobile payments to Greater China (2008–2013)
04:05 — Learning Mandarin in Taiwan; early career in Asia’s microcomputer boom
06:00 — From U.S. return to smartphone evangelist and public speaking strategy
08:05 — Newport Technologies: mission, GTM role, and why Asia is the supply chain
10:15 — Core expertise: smart cards, semiconductors, wireless → now AI at the edge
12:10 — Why Taiwan is the “Silicon Shield”: TSMC, GPUs, ODMs, servers
15:05 — Data centers, ODM design in Taiwan, China manufacturing partnerships
17:00 — “No hype, no hysteria”: depoliticizing the AI chip conversation
18:20 — 2nm progress, TSMC Taiwan & Phoenix; Semicon events in Taipei/Phoenix
20:00 — Supply chain shifts: China → India/Vietnam; what works and what doesn’t
22:10 — The Shanzhai era: how Android + MTK changed the smartphone map
24:00 — GenAI smartphones: Huawei/SMIC/HiSilicon, Apple/Samsung/Google
26:15 — Consolidation: why only a few OEMs will remain
27:30 — Could Vietnam launch a national smartphone brand? Africa’s Transsion
28:45 — Reshoring via USMCA: Foxconn/Pegatron at the border; costs & labor
31:10 — The three big cost drivers: apps processor, display, memory (Micron, etc.)
33:20 — App ecosystems, bifurcation, and the trust problem across markets
35:15 — Call to action for U.S./EU: rebuild capability, study Asia’s playbook
37:05 — Talent flows, AI privacy cautions, who’s “behind” the AI matters
39:10 — Real constraints: water, power, and why only a few nations can fab
40:30 — Closing thoughts: learn AI, avoid the hype; where to find Karl

📸 Image Credits:
Prime Minister Narendra Modi receiving the first Made-in-India semiconductor chip from IT Minister Ashwini Vaishnaw – Press Information Bureau, India.
Apple award for President Donald J. Trump, Apple American Manufacturing Program – Apple/Press photo.
All images included are used for commentary, education, and illustrative purposes under fair use.
#AIChips #Semiconductors #GenAI #Smartphones #TSMC #TaiwanTech #SupplyChain #Reshoring #Apple #Huawei #Samsung #GooglePixel #MediaTek #NFC #ChipsWeekly #podcast