Jon Quast

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8,012 appearances 79 recordings 2 series first heard Oct 2025 last heard 6d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 79 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · The Challenges of the China Market · 2 Jul 2026 podcast

And what is interesting is because it has invested so much in the manufacturing infrastructure, it's really hard for American manufacturing to compete on price. voice-verified

And so China does have some advantages when it comes to that. voice-verified

And I think that that does make its products a little bit more of a viable alternative and does put some pressure on American companies. voice-verified

For my part, I don't want to sound the alarm yet because I don't think that this is a problem necessarily yet, but AI memory is a huge, huge trend right now. voice-verified

There are companies enjoying just unprecedented profit margins because of how in demand their products are and how little supply that there is. voice-verified

That is a trend that I do foresee continuing for some time. voice-verified

However, voice-verified

we do need to make note of some advancements, potentially advancements, in the Chinese market, and that's from Chongshin Memory Technologies. voice-verified

It reportedly just reached parity with Samsung and SK Hynix with their memory products. voice-verified

Now, it would still need to level up just a little bit more to really start taking on the top high bandwidth memory generation four products that AI really needs, but it is closing that gap, and if all of a sudden a Chinese technology company could voice-verified

release a memory product that is on par, it might be able to siphon off some of the market share, at least in the international markets, which would disrupt the supply and demand imbalance in the memory market. voice-verified

Yeah, Tyler, I would disagree with you slightly. voice-verified

It's really hard for me to imagine a company that, especially a technology company that does well over the long term that doesn't compete well internationally. voice-verified

Maybe there's a case for like a retail chain in the US or a restaurant chain that, you know, it doesn't need international to provide good shareholder returns. voice-verified

But a lot of these companies, if they are going to be some of these life-changing investments, the ones that we want to own, voice-verified

chances are they're gonna have to go to the international markets for growth, and they're just gonna have to win in spite of the competition. voice-verified

And I halfway wonder with some of these companies that are doing poorly in China, it used to be an easier game. voice-verified

I'll concede that point to you. voice-verified

And I wonder if some of these early movers in China just didn't get lazy with how easy it was to just bolt on China operations and then start getting incremental revenue. voice-verified

And now all of a sudden it's harder and they were caught with a sleep at the wheel because some companies are doing well still in China. voice-verified

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