FountainCap (Part 1 of 3): China Sanctions Accelerating Innovation | Alpha Uncovered
ฝัง
- เผยแพร่เมื่อ 22 ก.ค. 2024
- #ChinaInvesting #ChinaTech #Geopolitics #Semiconductors #Robotics #5G #SpaceExploration #PowerGrids #AI #sustainability
(0:00) - Teaser
(0:24) - About Steven Luk, CEO of FountainCap
(1:33) - Allocators Views on China and Asia
(5:55) - China’s version of “Don’t fight the Fed”
(9:25) - Beyond the Headlines: China's Success Stories
(14:15) - History Repeats? The Analogy of Sanctions and National Development
In this insightful discussion, FountainCap CEO Steven Luk and OPIM CEO Alvin Fan explore how China is overcoming sanctions and skepticism through rapid technological innovation. They discuss China's advancements in areas like robotics, 5G, space exploration, and semiconductor chiplet technology that are positioning the country for future dominance.
Luk draws parallels to late 19th century Britain and Germany, explaining how sanctions could backfire by forcing China to quickly pivot into new strategic industries. Fan and Luk highlight China's current leadership in transforming critical infrastructure like power grids to support growing sectors such as AI and electric vehicles.
For forward-thinking institutional and professional investors, this conversation provides a thought-provoking analysis of China's rising global competitiveness despite geopolitical headwinds.
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Filmed on 14 Jun 2024 (Part 1 of 3) China Sanctions Accelerating Innovation
Guest:- Steven Luk, CEO, FountainCap
Host- Alvin Fan, CEO, @opim_hk
Part 2: • FountainCap (Part 2 of...
Part 3: • FountainCap (Part 3 of...
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Not only is the chiplet configuration able to perform, within reasonable limits, what the leading-edge superchips from Nvidia/TSMC can do, the chiplet configuration has proven in some instances to be more robust, as in more resistant to wear-and-tear. The reason for that is that the while the 3- or 5-nm super chip could process faster and more dynamically, it's truly a super chip in that just that one tiny piece is relied on to withstand the entire onslaught of processing load by itself, subjecting it to higher "abuse". The chiplet architecture, on the other hand, has several pieces of 7- or 9-nm put together so that the aggregate of these multiple chips handle the same processing load of the Nvidia/TSMC super chip. This means each chiplet, whilst handling only a single sub-function, has far bigger capacity to withstand an even bigger onslaught of processing load per chiplet for longer. Additionally, when a superchip crashes, the entire super chip needs replacing whereas with the chiplet architecture, only a single chiplet needs replacing when it breaks down, which is a lot cheaper as the chiplet is a lot more accessible at scale. The chiplet architecture isn't as dazzling and sexy as the super chip, but it more than adequately tides China over while the latter goes all out to develop their own super chip competitor which they're doing on different technological paradigm including, especially, ones that render obsolescent the entire lithographic tech currently monopolised by ASML.
Thanks for the informative supplementary insights! This adds another layer to the conversation about chiplet technology. Don't forget to subscribe our channel @alpha-uncovered
necessity is the mother of invention
Very refreshing... Good talks
Thank you 🙂
This Economic World War is going to the scale of Armageddon!!!😂
What's that apostrophe doing there?
Very interesting insights guys
Glad you enjoyed it
I cannot find online articles that support your claim that latest US naval ships were made in China. Seem like US Navy doesn’t even want to buy from S Korea nor Japan…
Thanks for for your support. We got clarification from Steven:
"60 ships that are part of the U.S. Maritime Security Program and the Tanker Security Program, none was built in the U.S. and the last three tankers enrolled in the program were built in China. Furthermore, China is the only country that is capable of manufacturing all 18 major ship types within these programs, ranking first globally in 14 of them.”