Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
So I think in in in terms of direction, uh this has been expected.
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I think in terms of magnitude, it's a bit of a surprise though.
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It's a lot of money.
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As you mentioned, it could be one of the top five uh offerings of its kind uh uh ever.
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Um they plan to start trading these ADRs on July tenth.
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They've talked about that.
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They still have a couple of steps to go before they formally do that, but that's the
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The plan at this point, they'd be able to raise that money.
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And then, as you say, they really want to spend this money on trying to solve this uh choke point that they've had in the AI industry where memory chips are in short supply, prices have been soaring, which is driving profits for a bunch of companies, including Micron, as we'll see after the belt today.
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But they want to be able to build additional capacity in South Korea.
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They're also expanding in the United States, where they have some facilities too.
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Uh it's certainly significant.
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Uh the most sophisticated chips in the world are made in Taiwan by TSMC, of course.
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And what we understand from our sources is that the Taiwanese government is now weighing these restrictions on making it a crime to export advanced AI chips to China.
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Now, as you mentioned, this is in line with US restrictions already, where NVIDIA can't sell its most advanced AI chips to China, for example.
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It is because they hold that place as the manufacturer of these key chips.
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But also, Taiwanese authorities will be ha will be able to use more tools to be able to enforce these restrictions within Taiwan.
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They did detain their first person because of these export uh restrictions a while ago, but they had to do it because of falsifying documents, not because it's a crime right now to smuggle chips out of the country.
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So it gives them a few more.
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To be able to enforce these restrictions, it's a sign that President Leither in Taiwan is taking a much harder line against China.
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Showing 421–440 of 634 · page 22 of 32
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