
Hosted by Venkat SN · EN
A channel where we explain strategy, marketing, and digital concepts and practices important for managing your business.

Make in India with Chinese Investments? Is there a strategic shift in Govt of India? #economicsurvey @venkat868Business Strategy behind promoting FDI from China for boosting India's exports to the US, mentioned in the Indian Economic Survey 2024#Economicsurvey2023-24, #ChiefEconomicAdvisor, #MakeinIndia, #ChineseFDI, FDI, #ChinaplusOne, #Apple, #Foxconn, #Tata, iPhone exports, Social Complexity, Free Fire, Garena, Tencent, Tiktok, Global Supply Chain, Global Value Chain, GVC, Taiwan, China, Mexico, Vietnam, Korea, Samsung, Sources, References and CreditsEconomic Survey of India 2024 https://www.indiabudget.gov.in/econom...Garena https://ff.garena.com/en/brand/BCG More Than 90% of North American Companies Have Relocated Production https://www.bcg.com/press/21september...BCG Harnessing the Tectonic Shifts in Global Manufacturing https://www.bcg.com/publications/2023...India Briefing https://www.india-briefing.com/news/a...Social Complexity - “How Firm’s Capabilities affect Boundary Decisions”, by Jay Barney, MIT Sloan Management Review, Spring 1999Logowik https://logowik.com/ Vecteezy https://www.vecteezy.com/free-vector/... https://asia.nikkei.com/Business/Foxc... https://www.yourtechstory.com/2021/07... https://www.macrumors.com/2024/07/24/... https://appleinsider.com/articles/24/... https://www.cultofmac.com/616048/appl... https://appleinsider.com/articles/24/... https://www.yourtechstory.com/2021/07... AI Images Dall E3, Google Gemini, Microsoft Designer, Canva Narration Elevenlabs Voice actor

Despite a decade long investment of more than US$100 billion in semiconductor sector from the central and local governments, China has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing. No, it is not just the US restrictions. There is also a reason why the restriction work in this industry. Watch the entire video to understand the issues at a fundamental level.References and SourcesChina now only supports promising chip firm consolidation amid doubling IPO terminationshttps://www.digitimes.com/news/a20240...Major Chinese semiconductor company goes bankrupt — 23 others recently withdrew IPO applications https://www.tomshardware.com/tech-ind...Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023https://www.tomshardware.com/tech-ind...China Gives Up On $20bn Wuhan Chipmaking Fiascohttps://www.asiafinancial.com/china-g...Global semiconductor players prepare to cash in the CHIPS and invest to secure supply – ATREG & Yole Grouphttps://www.yolegroup.com/strategy-in...Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Reporthttps://www.tomshardware.com/tech-ind...Chinese AI firms mixing different GPUs inside individual AI servers to combat GPU shortages from US sanctionshttps://www.tomshardware.com/tech-ind...China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trendhttps://www.tomshardware.com/tech-ind...Intel shares biggest unboxing video ever as ASML’s $380 million High-NA lithography machine is installed in Oregon fab https://www.tomshardware.com/tech-ind...Intel receives ASML’s first ASML’s $380 million High-NA lithography machine • Intel Receives ASML’s First High NA E... Engineers From Taiwan Bolstered China's Chip Industryhttps://www.nytimes.com/2022/11/16/bu...Taiwan bans recruiters from posting for jobs in Chinahttps://www.datacenterdynamics.com/en...'Tip of the iceberg': Taiwan's spy catchers hunt Chinese poachers of chip talent https://www.reuters.com/world/asia-pa...Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absenthttps://www.tomshardware.com/tech-ind...Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...China Chases Chip Leadership https://www.bain.com/insights/china-c...China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...Semiconductor Value Chain - globally distributed ecosystem - The Waves.org https://www.the-waves.org/wp-content/...Semiconductor Global Supply Chain - World Maphttps://www.researchgate.net/profile/...An overview of the semiconductor ecosystem; en.rattibha.com Graphics and generated illustrative images courtesy of Canva and Dall-E3

Seen & Heard, by Venkat is a curation of recent AI and Digital News and Views. In this second Pilot Episode we coverAutonomous Robots may have been used in this ongoing war.How Oculus Billionaire is helping arm UkraineAnd a more positive story on AI that connects the digital and physical worlds and helps reduce bacterial contamination in catheters.SourcesVideo clip from NY Timeshttps://vp.nyt.com/video/2024/06/12/1...A.I. Begins Ushering In an Age of Killer Robots NYT July 2, 2024https://www.nytimes.com/2024/07/02/te...The Era of Killer Robots Is HereUkraine has become a Silicon Valley for autonomous weapons. 2024-07-09Transcript https://www.nytimes.com/2024/07/09/po...NY Times The Daily The Daily Podcast The Era of Killer Robots Is Here, from Podbeanhttps://www.podbean.com/site/EpisodeD...He created Oculus headsets as a teenager. Now he makes AI weapons for Ukrainehttps://www.npr.org/2024/07/09/nx-s1-...AI that connects the digital and physical worldshttps://www.ted.com/talks/anima_anand..

Seen & Heard, by Venkat is a curation of News and Views. This Pilot Episode focusses on recent AI and Digital topics.SourcesOpenAI Wants AI to Help Humans Train AIhttps://www.wired.com/story/openai-rl...French AI Startups Felt Unstoppable. Then Came the Electionhttps://www.wired.com/story/french-ai... For AI Giants, Smaller Is Sometimes Betterhttps://www.wsj.com/tech/ai/for-ai-gi...In an Era of Fakes, How to Know When Someone Online Is Realhttps://www.wsj.com/tech/personal-tec..

TransferWise rebranding to Wise – Marketing Guru Mark Ritson called this “a massive mistake” and “such a dumb move”. What’s his reasoning? How have others viewed this? @venkat868Credits and AcknowledgementsTop Brand Strategy Secrets from Mark Ritson; Brand Tuned Podcast • Top Brand Strategy Secrets from Mark ... Brand names and logos illustrated are the properties of the respective brand owners.https://newsroom.wise.com/en-NAM/medi... Wise Logo and other Wise images https://howbrandsarebuilt.com/the-bes...https://howbrandsarebuilt.com/wp-cont...Research Analysis https://infranodus.com/Narrator’s Voice - Eleven Labs

For decades, desktop PCs and laptops have the “Intel Inside” logo, have you wondered why none of your smartphones have them? In this episode we explain how Intel missed being the engine “inside” the smartphone.Resources and ReferencesPaul Otellini's Intel: Can the Company That Built the Future Survive It? Alexis C. Madrigalhttps://www.theatlantic.com/technolog...Intel CEO Paul Otellini Draws the 'History of the Computer Industry' in 1 Chart. Alexis C. Madrigal https://www.theatlantic.com/technolog...Intel made a huge mistake 10 years ago. Now 12,000 workers are paying the price. Timothy B. Lee https://www.vox.com/2016/4/20/1146381...The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail; Clayton Christensen; Harvard Business Review Press, 1st edition (May 1, 1997)Profit Pools: A Fresh Look at Strategy; Orit Gadiesh and James L. Gilbert; https://hbr.org/1998/05/profit-pools-...

Despite a decade old economic plan for the investment of more than $100 billion in semiconductor sector and multiple US$ 20-30 billion funds for investments in chip manufacture and semiconductor from the central and local governments, the country has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing?References and SourcesTwo Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...China Chases Chip Leadership https://www.bain.com/insights/china-c...China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...China's 7nm chip surprise reveals more than Beijing might like https://www.theregister.com/2022/08/0...China’s Top Chipmaker Achieves Breakthrough Despite US Curbshttps://www.bloomberg.com/news/articl...