Chipageddon

For nearly thirty years, extremely low interest rates in Japan have made the yen one of the world’s most important funding currencies. Investors have borrowed cheap yen and invested the money in higher-yielding assets around the world. But as the Bank of Japan raises interest rat ... Show More

For decades, Intel was one of the most dominant companies in the global technology industry. Its processors powered the majority of personal computers, and its ability to both design and manufacture its own chips gave the company a major competitive advantage. But a series of str ... Show More

The rapid growth of artificial intelligence is creating enormous demand for advanced memory chips. As chip manufacturers move more of their resources toward High Bandwidth Memory, or HBM, the supply of traditional RAM and flash memory is being squeezed. In this episode, Skip Mont ... Show More

The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales. Part of this is an acute crisis, related to the virus. But there's also a long ... Show More

The modern world runs on microchips and semiconductors. There's no way around it -- and the semiconductor business is perhaps one of the most important industries on the planet. But there are some serious problems (and conspiracies) on the horizon. In tonight's episode, Ben, Matt ... Show More

As the world emerged from the Pandemic, industrialists realized there weren’t enough microchips to go around. When the flow of chips stopped, so did factories. Supply-chains were crippled. The economy faltered and consumers were left scratching their heads wondering… how was it p ... Show More

Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers. And if you’re a Decoder listener, you know that that is every industry. Right now, major automakers have unfinished cars sitting in ... Show More

This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue. But how ... Show More

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says abou ... Show More

In this episode of China Decode, hosts Alice Han and James Kynge unpack how the global auto industry is facing a new chip crisis. Dutch chipmaker Nexperia has halted shipments to China after a payment and ownership dispute, forcing carmakers like Honda and Volkswagen to scramble ... Show More