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Analyse Asia


Jun 28, 2019

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]
  • Closing [22:00]
    • Can you recommend a book, movie, podcast or anything else that has recently impact your personal or work life? [22:08]
    • Where can my audience find you? [23:06]

Podcast Information:

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.