Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Um, in the world, we know how to do it.
It's just a m matter of actually doing it versus uh inventing it.
Um, and then the other one is sort of the production capacity.
Uh, you know, a couple months of import export data is not enough to, you know, set up for, you know, years worth of supply chain buildup, right?
Which is what we have today in in Korea, um, for the Korean companies.
Now Heinz is also investing in the US in Illinois and then Microns primarily.
Primarily in Japan, the American memory companies primarily in Japan and Taiwan, but they're also expanding in Singapore and the US now.
Like there's so much capital that's been invested.
It would take some time for China to build up that production capacity to actually match the West.
And when I say the West, I mean East Asia, uh, in production it non China East Asia in production capacity.
So it'll take some time to get there.
And I don't think I think it's like, hey, we can design this.
It's it's always a question of can we manufacture?
And then and then the thing like that Jensen would say is like, you're betting on China not being able to manufacture like
You know, that's uh it's it's a matter of when, not uh if.
And that's the whole calculus that like I think the US government has to be aware of when they're like, hey, what level of AI chips do we sell?
Do we sell everything?
Um, probably not because AI is far more powerful and a lar the end market of AI is gonna be way larger than the end market of semiconductors and equipment.
Do we sell, you know, what level do we sell at?
Well, how much can China make out of each specific, you know, sort of performance tier?
Showing 941–960 of 3,025 · page 48 of 152
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