Podcast appearances and mentions of tim culpan

Taiwan Semiconductor Manufacturing Company, or TSMC, produces a significant portion of the global supply of advanced semiconductors. Its cutting-edge technology powers everything from smartphones to high-performance computing, and its customers include Apple, NVIDIA, and ARM. TSMC's dominance in chip production has made Taiwan a critical player in the global tech supply chain, drawing attention from The post TSMC and the Geopolitics of the Chip Industry with Tim Culpan appeared first on Software Engineering Daily.

Taiwan Semiconductor Manufacturing Company, or TSMC, produces a significant portion of the global supply of advanced semiconductors. Its cutting-edge technology powers everything from smartphones to high-performance computing, and its customers include Apple, NVIDIA, and ARM. TSMC’s dominance in chip production has made Taiwan a critical player in the global tech supply chain, drawing attention from The post TSMC and the Geopolitics of the Chip Industry with Tim Culpan appeared first on Software Engineering Daily.

Bloomberg Opinion's Tim Culpan analyzes Alibaba's leadership change and outlook for the company, as well as the overall economic picture in China. Economist Kathryn Edwards also joins to discuss her Opinion column about inequality in the US. Editor Romesh Ratnesar discusses the value of a college education and why some students are choosing not to attend. And columnist Faye Flam breaks down the importance of sleep. Amy Morris hosts.See omnystudio.com/listener for privacy information.

Opinion columnist Tim Culpan joins the program to discuss the future of startups and venture capitalists who found a home in Silicon Valley Bank. Lisa Jarvis with Bloomberg Opinion digs into the Pfizer-Seagen deal, exploring the possibilities for cancer drug development. Opinion's Jonathan Bernstein also joins, weighing the future of the Republican Party should former President Trump be indicted. And columnist Allison Schrager discusses why workers feel so unhappy, despite ample lesiure time.See omnystudio.com/listener for privacy information.

"You're right. Now the US is trying very hard to get TSMC to move to the US and they're throwing money out - TSMC is going to Arizona. The CHIPS Act has been passed. That'll throw a lot of money around, but that won't be enough. In the currently announced plans - just purely what's been announced so far - I ran the numbers and estimated that TSMC's global capacity, only less than 5% would be in the US based on the currently announced plans. Now, I expect those plans to expand and broaden. They seem to have enough land and the possibility of up to four factories instead of two. They could even go to six, who knows? But even if they were to expand to the maximum of what might be possible in Arizona, I think still we'd get maybe 7% of global capacity in the US may be up to 10%. And it won't be the leading edge. The leading edge will still be in Taiwan. And that's not just for protection reasons. I think a lot of people think that all the Taiwanese don't wanna have the best in America because they're trying to hold onto it for themselves - which is true - but it's also an issue of practicality." - Tim Culpan   Fresh out of the studio, Tim Culpan, the Bloomberg columnist, joined us to discuss how the tech giants from China (Huawei, YMTC) and Taiwan (Foxconn, TSMC) are navigating a fragile global supply chain. Starting our conversation, Tim examined how Foxconn and TSMC are making key moves to ensure the resiliency of the global supply chain from contract manufacturing to semiconductors. As we moved on, Tim provided a glimpse into how the Chinese tech giants, Huawei and SMIC are addressing the same challenges and examined the key strategy for China to develop its own semiconductors. Last but not least, Tim broke down the amount of money that Warren Buffett from Berkshire Hathaway had left on the table after retreating from his recent position in TSMC. Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in the audio format by G.Thomas Craig (@gthomascraig, LinkedIn).

Bloomberg Chief Rates correspondent Garfield Reynolds says the strong start to 2023 might just be a red herring. He joins to break down rate moves and explains what recent eco-data and hawkish Fed messaging might mean for the US economy. Opinion's Tim Culpan discusses the exploding interest in ChatGPT and outlines the risks of artificial intelligence developed in China. Columnist Alexis Leondis also joins to discuss the mortgage double-edged sword.See omnystudio.com/listener for privacy information.

St. Louis Federal Reserve president James Bullard and head of the Cleveland Fed Loretta Mester roil markets late in the week after suggesting the Fed could raise rates for longer than anticipated. How does the rate hike path affect investing strategies? Bloomberg Chief Rates correspondent Garfield Reynolds discusses what this week's market moves mean for investors and breaks down recent bond market activity. Bloomberg Opinion columnist Tim Culpan takes a close look at Japanese conglomerate SoftBank and explains why it might seem too big to fail, but actually is not. Opinion's Alexis Leondis also joins, talking about the inflation pinch on childcare and why the tax code cannot keep up with costs.See omnystudio.com/listener for privacy information.

Tim Culpan, Bloomberg Opinion Columnist, talks on his latest column "Actually, It Was a Wonderful Year for Tech's Future". He spoke with hosts Bryan Curtis and Haslinda Amin on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Market participants will be on the alert for signs President Xi Jinping's Covid-zero policy might be nearing the end of its shelf-life when Xi addresses the 20th National Congress of the CPC this weekend. The chip war between the US and China ramped up this week with more restrictions from the US on Chinese semiconductor companies. Another hot CPI reading whipsaws markets. And David Fickling discusses food insecurity. John Authers, Shuli Ren, Tim Culpan and David Fickling join.See omnystudio.com/listener for privacy information.

The House Speaker's visit to Taiwan vied with the 'Fed Pivot' in dominating the market narrative this week. John Authers and Tim Culpan assess. We speak with Liam Denning about a green map of America that may surprise. And David Fickling explains why falling grain prices and the reopening of the Port of Odesa provides little comfort for governments trying to feed nearly 800 million hungry citizens.See omnystudio.com/listener for privacy information.

Justin Fox on the big, boxy apartment buildings that are proliferating at a never-before seen pace post-pandemic; Jonathan Bernstein assesses the progress of the House January 6th Committee public hearings; Shuli Ren and Tim Culpan examine China's economic woes from youth unemployment to weakening economic growth. Hosted by Vonnie Quinn.

Most people think of Foxconn as the company that assembles iPhones. But it's a lot more than that. In fact the company really got started by manufacturing all of the tiny components and connectors for the PC industry around the world, long before the iPhone ever existed. Now it wants to go back to its roots, but instead of making parts for PCs, it wants to make all the key components for electric vehicles. The potential is massive, and if they get it right, it could be wildly profitable. On this episode of the podcast, we speak to Bloomberg Opinion's Tim Culpan (@tculpan on Twitter) who has followed the company for a long time. He explains how EVs fit into Foxconn's strategy, and how it plans to win in the space.  See omnystudio.com/listener for privacy information.

Mohamed El-Erian's warning informs the show this week. We examine the strengthening dollar with Marcus Ashworth. Tim Culpan discusses the ever-simmering tensions between the U.S. and China over Taiwan. Admiral James Stavridis gives his views on whether Taiwan will be a flashpoint this year. The former Supreme Allied Commander also discusses NATO expansion and introduces us to his new book 'To Risk It All: Nine Conflicts and the Crucible of Decision'.

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In every conversation about computer chips, it always comes back to the dominant player: TSMC. Founded in the 1980s, it's far and away the biggest and most advanced manufacturer. And, as our guest points out, it's virtually impossible to find any piece of consumer tech hardware that Taiwan Semi hasn't touched in some way. On this episode, we speak with Tim Culpan, a Bloomberg Opinion columnist who has been reporting from Taipei for over 20 years, about how the company came to be, why it's so dominant, its geopolitical importance, and what could plausibly dislodge it.

Fresh out of the studio, in episode 338, Shai Oster, the Asia Bureau chief for The Information is back on his annual review with us again to discuss the state of China technology giants and SoftBank in the time of COVID-19 pandemic and predict what is to come in 2021. Starting the conversation, Shai reviewed the predictions he made in 2019 and explored the impact of COVID-19 pandemic on how they played out in 2020. From there, Shai reflected on the year that dominated the headlines in 2020: the diffusion of the China-US tensions to other regions: India and Australia against China tech giants, Tik Tok's problems in the US, Ant's botched IPO and SoftBank's attempt to go private. Last but not least, Shai offered his predictions for 2021 and what is to come for the Chinese technology giants and SoftBank for the year ahead. Here are the interesting show notes and links to the discussion: Shai Oster (@beijingscribe, LinkedIn, TheInformation Profile), Asia Bureau Chief in The Information  So since your last appearance on the show, what have you been up to? 2019 Predictions:  China & US: Trump’s impeachment China economy: growth  Tiktok will retreat from US, scale back & renew focus china, maybe India, Southeast Asia and Africa: accurate  Huawei  The shift of Chinese money to other markets 2020 Events that shook China and SoftBank: The China-US tensions have exacerbated and percolated to other regions now (and that includes Australia and India) to Chinese companies: 1/ India banning 47 apps including Wechat, Tik Tok and many apps from China and 2/ Australia and US banned Wechat. Let’s go to India first, given that the major unicorns are invested by Chinese tech giants, for example, PayTM by Alibaba, and the rise of local giants such as Reliance Jio backed by a strong US consortium: Facebook, Google, Silver Lake Partners, KKR, how do you see the challenges moving ahead for Xiaomi, which is dominant in India as well?  How do you think the Biden administration will handle the current tensions with China?  In the year ahead, do you think China will come down hard on US companies that are heavily invested here, like Apple or Starbucks Coffee? Currently, the Chinese government has directed the local companies to be self-reliant, and specifically in the semiconductor industry, does that mean that we will see the decoupling of the supply chain accelerate much quicker? Given that Tencent owns a few major gaming companies, for example, Epic, and with the recent lawsuit between Apple and Epic, do you see a possibility that the US government will pressure Tencent to divest their holdings in the US? Tik Tok’s problems in the US and elsewhere: First, Kevin Mayer, the former CEO of DisneyPlus was poached and then became the CEO of Tik Tok US and Group COO, and subsequently resigned in July 2020, given the Trump’s administration insistence that the company has to be sold. Finally, after talks with rumors that Microsoft might acquire the entity completely, the eventual decision is that Oracle becomes the beneficiary of being an investor (along with Walmart) for Tik Tok US to ensure that data resides in the US. What are your thoughts on Tik Tok’s current situation in the US?  Can ByteDance grow further given that there is so much pushback from other markets? Where do you see ByteDance’s growth markets are? Will be they turn inwards towards domestically or expand to other markets where the push back is lesser, for example, Southeast Asia? The Botched IPO of Ant Financial and what’s going to be next? The Chinese government has ended Ant Financial’s IPO with direct interference from President Xi as reported by various outlets. What are the causes in your opinion as to why the IPO ended up not happening? What are the implications for Alibaba Group as a whole with Ant Financial not able to IPO? What must Ant Financial do in order to convince the authorities to allow them to IPO?  The billion-dollar question: Will Ant Financial eventually IPO? A lot of people did not realize that the Ant Financial IPO has left a lot of money on the table in the Hong Kong Stock Exchange, do you think that the companies which are going to IPO in HKSE will benefit from this event?  Does this offer a lesson to how Chinese tech companies should conduct themselves? Which companies do you think might run into trouble with the state?  COVID-19 Pandemic:  Which tech companies in China are the major beneficiaries of the COVID-19 pandemic?  China has managed the COVID-19 pandemic much better than the US. What are the implications to the Chinese economy from now with the various successful vaccines, for example, Pfizer vaccine being approved?  SoftBank in 2020 and its current strategy to go private After the Wework debacle, SoftBank has gone on a few different directions: 1/ Selling their Alibaba stake, 2/ Sell ARM to NVDIA and Boston Dynamics to Hyundai, 3/ Ran a stock market gambit with futures in tech,  4/ DoorDash’s IPO giving them 10B gain that will write off Wework’s investment, and 5/ quietly buying back shares to go private? How do you assess SoftBank’s performance in 2020 and do you think that with DoorDash’s success, will SoftBank Vision Fund 2 happen? Has SoftBank’s enormous influence on the tech industry waned after WeWork’s debacle? Where do you think that they will spend the remainder of the $100B Vision Fund on? Do you think that SoftBank will go private according to Tim Culpan’s analysis on Masa’s strategy? Do you think that SoftBank will manoeuvre and make a comeback after being private?   2020 is now closing to the end, what are your predictions for 2021 so that we can have a future conversation a year from now? Closing Any recommendations?  Shai's recommendations: Rui Ma and Ying Ying Lu, Techbuzz China podcast and subscribe to The Information with the key breaking news it broke in 2020. How does our audience find you? Editor's note: Our team in Analyse Asia thanked our audience for your support and wished everyone a Happy New Year 2021. The episode is recorded in the last week of 2020. Podcast Information: RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack. analyseasia · Reflections and Predictions on China and SoftBank in 2020 with Shai Oster

In episode 325, Tim Culpan from Bloomberg joined us to dissect the most important deal that rocked the Asian business and technology landscape with Facebook investing 5.7B into Reliance Jio. We began the conversation with Tim to set the context behind the deal and what both Facebook & Reliance Jio Platforms stand to gain from this partnership and their ambitions to win the market with a super app concept that is now popular in China & Southeast Asia. Tim also examined the implications to what it means for the Chinese technology giants from Alibaba to Xiaomi in India and the US technology giants such as Google and Amazon. Last but not least, Tim discuss the recent debacles which SoftBank faced with their investments and whether there is a silver lining for the Vision Fund. Here are the interesting show notes and links to the discussion (with time-stamps included): Tim Culpan (@tculpan, Linkedin, Bloomberg), Columnist at Bloomberg [0:29] Since our last conversation, what have you been up to? [1:23] Facebook investment in Reliance Jio and its impact on India [2:39] Ref: Facebook and Ambani Can Be Happy Together by Tim Culpan and Why Facebook is betting big in India by Ravi Agrawal (Source: Foreign Policy) To start, Facebook has invested $5.7 billion for a 9.99% stake in India’s Reliance Jio Platforms, a three-and-a-half-year-old subsidiary of the nation’s most valued firm, Reliance Industries, and the biggest telecom operator in the country with more than 370 million subscribers and valued Jio at a pre-money valuation of $65.95 billion, makes Facebook the largest minority shareholder in the Indian telecom network. To help our audience to start the conversation, what does the telco Reliance Jio do and why they are influential in the India telco market? (Note: Mukesh Ambani is the richest tycoon in India - see AA episode 264 with James Crabtree who profiled him and his family in the book “The Billionaire Raj”) What is Jio Platforms and Mukesh Ambani, the person behind Jio Platforms and his ownership of Reliance Industries, the largest Indian conglomerate. [4:38] Why did Facebook invest in Jio? [6:58] How will Facebook extend its influence of its platform (and we include Whatsapp and Instagram) across India through this investment in Reliance Jio? [8:33] How would this partnership between Facebook and Reliance Jio Platforms help the small and medium businesses and jumpstart their Jio Mart initiative? [10:51] Does Jio Mart will built or be built into the super app under Whatsapp based on this alliance? [13:25] What does this alliance between Facebook and Reliance mean for the China tech giants (Bytedance, Alibaba via Paytm, Xiaomi and Tencent) in Indian market? [15:00] Will Google and Amazon consider the same path now that Facebook did the investment? [18:10] What does Reliance Jio gain from the alliance with Facebook in India? [19:51] How will ecommerce or the mobile landscape change in India with this alliance? [21:25] What does this mean for China and US tech giants entering into India which is becoming more protectionist in the past two years? [22:44] Will SoftBank’s Vision Fund fail in the end? [25:31] Ref: Masayoshi Son's Impatience Just Cost $17 Billion, Bankers Keep Vision Fund Going With Rubber Bands and Being a Sore Loser Doesn't Make WeWork’s Neumann Wrong Why did the Vision Fund experience a set of continued problems from its investees such as Wework and Oyo? [25:54] What can we learn from SoftBank’s other failed investments for example, Zume, the pizza startup in the Bay Area? (QOTD: “A visionary founder with a fire hose of money can’t solve every problem.” by Sarah McBride in the article)  [28:42] What has happened to companies which have gone public such as Slack and Uber? [31:06] Are there any silver linings for the Vision Fund, for example, Grab, Didi or Bytedance? [32:43] Does the Vision Fund have a future? [35:50] Closing  [37:01] Any book or stuff to recommend? [37:19] Tim's recommendations: dance music in the 1980s, 1990s & 2000s and Youtube Where can our audience find you? [38:01] Podcast Information: RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted and produced by Carol Yin (@CarolYujiaYin) and originally created by Bernard Leong (@bernardleong, Linkedin). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack.

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Bloomberg Opinion columnist Tim Culpan speaks on Byte, the latest video sharing app, and how nostalgia plays a part in Byte's success.

In this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Consumer Index. Watchlist: · Tencent · Alibaba · Baidu · iQiyi · Xiaomi · com · Pinduoduo · Meituan-Dianping Links · Pinduoduo’s free cash flow conundrum Guest · Tim Culpan- @tculpan Hosts · Elliott Zaagman– @elliottzaagman · James Hull– @jameshullx Editor · Peter Isachenko Podcast information: · iTunes · Spotify · RSS Feed · Music: “Hey Ho” by Steve Jackson, Royalty Free Music

In Episode 306, Tim Culpan, columnist from Bloomberg, joined us in a conversation to discuss the tech cold war. Starting from the definition when the event started with US ban on Huawei, Tim explained how the global technology supply chain will be affected in the process from Foxconn, TSMC to Apple. Tim also offered his perspectives on the recent change in leadership within Foxconn, Alibaba's listing in Hong Kong as a hedge and the impact fo the tech cold war on SoftBank's Vision Fund. Here are the interesting show notes and links to the discussion (with time-stamps included): Tim Culpan (@tculpan, Linkedin, Bloomberg), Columnist at Bloomberg [0:17] Since our last conversation, what have you been up to? [0:31] The Tech Cold War [0:58] You have recently written that May 19 is an important date for the turn of China and US relationship starting with Huawei placed on the ban, why do you characterize it as the tech cold war? [1:03] Is it way past the Thucydides Trap now for US and China? [3:14] With the US and China trade war breaking the global supply chain, particularly its implications to Huawei, Apple, TSMC, Foxconn and many others involved? [3:34]  Is Alibaba’s upcoming listing in Hong Kong Stock Exchange a way to have a hedge against themselves in the US market? [6:32] Let’s start with Foxconn, can you describe the interesting happenings in the Foxconn leadership because of Terry Gou’s decision to run for the Taiwan Presidency and what does it mean for the company? [9:27] Given your understanding of Terry Gou and if he wins, what will he be like as the Taiwan president? [11:25] Does everyone shares Masa’s vision with Vision Fund? [13:50] What does the tech cold war means for SoftBank given that the fund invests in both US and China? [15:51] Are we in a peak SoftBank? [17:29]  What are your thoughts with Masa’s recent floating of an idea to float the Vision Fund public? [18:42] What will we be expecting in the next couple of months or what should we look out for with the tech cold war coming? [19:45] Closing [22:00] Can you recommend a book, movie, podcast or anything else that has recently impact your personal or work life? [22:08] Tim's recommendation: The 996 Podcast by GGV Capital & The Extramilest podcast. Where can my audience find you? [23:06] Podcast Information: RSS Feed Apple Podcasts Himalaya Spotify Libsyn Google Play Overcast FM SoundCloud Luminary Twitter Facebook Video Facebook Page Linkedin Stitcher Castbox RadioPublic Acast PodBean ListenNotes TuneIn The show is hosted by Bernard Leong (@bernardleong & weibo) until 30 June 2019 and are sponsored by Ideal Workspace (Twitter, Facebook and LinkedIn) with their new Altizen Desk (Twitter, Facebook, Medium). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack and this episode is edited by Carol Yin, and co-produced by Carol Yin and Bernard Leong. This episode is recorded in June 2019.

In this episode of the China Tech Investor Podcast powered by TechNode, hosts Elliott Zaagman and James Hull discuss JD’s surprisingly positive earnings report, and invite Bloomberg’s Tim Culpan on to discuss Alibaba and Tencent’s power struggle at the “Goldman Sachs of China,” and get deep into the balance sheets of Chinese tech companies. The discussion should not be construed as investment advice or a solicitation of services. Please note, the hosts may have positions in the companies discussed. Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan Dianping Guests: Tim Culpan - @tculpan Hosts: Elliott Zaagman - @elliottzaagman James Hull - @jameshullx Podcast information: RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

Tony Blair, Former U.K. Prime Minister, joins Francine Lacqua and Tom Keene on Bloomberg Surveillance TV to discuss Brexit. Tim Culpan, Bloomberg Opinion Columnist, says cybersecurity has played a role in Huawei's CFO's arrest. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, reflects on the global admiration for former President George H.W. Bush. Tina Davis, Bloomberg Energy & Commodities Americas, joins us to wrap headlines from the OPEC+ meetings.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tony Blair, Former U.K. Prime Minister, joins Francine Lacqua and Tom Keene on Bloomberg Surveillance TV to discuss Brexit. Tim Culpan, Bloomberg Opinion Columnist, says cybersecurity has played a role in Huawei's CFO's arrest. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, reflects on the global admiration for former President George H.W. Bush. Tina Davis, Bloomberg Energy & Commodities Americas, joins us to wrap headlines from the OPEC+ meetings. 

Tim Culpan from Bloomberg joined us in a conversation on the two technology giants from Taiwan: Foxconn and TSMC and how they have evolved for the past three years since 2015. First, Tim started the discussion with Foxconn and the major milestones in the past three years from the acquisition of Sharp to the recent listing of FIH Mobile and Foxconn's efforts on automation and robotics in manufacturing. Next, Tim discussed the recent leadership transition in TSMC and where they are heading in the next few years.

Tim Culpan, columnist at Bloomberg joined us to discuss the recent Xiaomi IPO and what it means for Chinese technology companies going public. Tim offered his analyses on Xiaomi and break down their media narrative versus what they are really are and where their core businesses and revenue models are structured. Last but not least, Tim discussed how the Chinese companies such as Xiaomi, Baidu and Alibaba might move with the Chinese government's scheme of Chinese depositary receipts (CDRs).

Guest Host Pimm Fox speaks with Tim Culpan, Bloomberg Gadfly Tech Columnist, and Caitlin Webber, Bloomberg Intelligence Trade Analyst, on the U.S. ordering trade tariffs against China. Mina Guli, CEO of ThirstforWater.org, discusses raising awareness of water scarcity on World Water Day. Wilbur Ross, U.S. Secretary of Commerce, explains why the U.S. is imposing the tariffs on China. Josh Wright, Chief Economist at iCIMS, breaks down the Fed decision and outlook for the economy.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Guest Host Pimm Fox speaks with Tim Culpan, Bloomberg Gadfly Tech Columnist, and Caitlin Webber, Bloomberg Intelligence Trade Analyst, on the U.S. ordering trade tariffs against China. Mina Guli, CEO of ThirstforWater.org, discusses raising awareness of water scarcity on World Water Day. Wilbur Ross, U.S. Secretary of Commerce, explains why the U.S. is imposing the tariffs on China. Josh Wright, Chief Economist at iCIMS, breaks down the Fed decision and outlook for the economy. 

Tim Culpan from Bloomberg joined us in a two part conversation on the high impact news from Asia’s movers and shakers. In the second part of our conversation, Tim covered Japan’s SoftBank US$100B Vision Fund and discussed the mission, vision and structure behind this massive fund that is poised to overshadow all the venture capital The post Episode 222: The SoftBank Vision Fund with Tim Culpan appeared first on Analyse Asia.

Tim Culpan from Bloomberg joined us in a two part conversation on the high impact news from Asia’s movers and shakers. In the first part of our conversation, he covered the backstory, drama and conclusion to the Toshiba’s chip unit deal and examine why Apple is involved with at least two of the major bidders. The post Episode 221: The Toshiba Chip Unit Deal with Tim Culpan appeared first on Analyse Asia.

Tim Culpan from Bloomberg Gadfly joined us in an interesting discussion to shed a light on Apple’s supply chain in Asia. We discussed Apple’s recent Q2 2017 earnings and its impact to Asia, the tight schedule in how Apple and their suppliers such as Foxconn, TSMC and Samsung operate before the major launch of their The post Episode 183: The Apple Supply Chain in Asia with Tim Culpan appeared first on Analyse Asia.

Tim Culpan from Bloomberg Gadfly, joined us again to discuss the TSMC Group, where they are leading semiconductor foundries for many major companies from Apple, Qualcomm and Intel. We began our conversation with the recent happenings with Foxconn’s acquisition of Sharp and whether the acquisition will work given Foxconn’s early history with Innolux and the The post Episode 95: The TSMC Group with Tim Culpan appeared first on Analyse Asia.

Tim Culpan from Bloomberg in Taipei joined us to discuss the Foxconn Group and how the company rose from a plastic injection moulding company to the largest contract manufacturing company building Apple iPhones and SoftBank Pepper robots. In this conversation, Tim provided an in-depth analysis of Foxconn from its corporate structure to the business units The post Episode 70: The Foxconn Group with Tim Culpan appeared first on Analyse Asia.

We speak with Tim Culpan of Bloomberg News about a reform that is expected to increase trading in Taiwan's stock market.

We speak with Tim Culpan of Bloomberg News about a reform that is expected to increase trading in Taiwan's stock market.