Riva Goujon

speaker

48 appearances 1 recordings 1 series first heard Apr 2026 last heard 8 Apr

Riva Goujon’s voice in public audio — every appearance, attributed to the second.

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Bloomberg Tech · Tech Stocks Rally on the Back of Ceasefire Deal · 8 Apr 2026 podcast

Imagine that applied to electronics more broadly.

So I think companies like Apple are looking at these issues in parallel to say, yes, there is a lot concentrated still in Taiwan,

device manufacturers also in China, that geopolitical risk is only amplified.

But at the same time, there are going to be a lot of disruptors coming from the U.S.

to try to drive more, not just onshoring, but more regionalized trade and bring more of that manufacturing base to the Western Hemisphere as well.

Yeah, absolutely.

So if you contrast where we are today in the wake of this Iran miscalculation on part of the US and then compare it to where we were late last year when the Busan truce was struck,

Back then, the U.S.

was caught flat-footed by Chinese expert controls on critical raw materials.

And so the U.S.

was in a very reactive mode when it went to Busan.

Those truce terms were set.

And I think the whole intent going into the next summit in Beijing was to come with a more assertive position with China to say, look, we're doing things to reindustrialize the U.S., protect critical infrastructure.

We're not explicitly calling out China in these measures.

So you know what?

You don't get a vote on these areas.

And the U.S.

is going to be forging ahead.

Now, because of the Iran dynamic, that certainly tamps down the confidence, right, that the ability of the U.S.

to assert itself in the same way.

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