China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food
Summary
Hosts Alice Han and James King analyze the global AI chip shortage, termed "RAMageddon," which is driving Apple price hikes and intensifying US-China tech tensions. They discuss Europe’s struggling industrial base amid massive Chinese trade surpluses and potential tariff responses. The episode also covers China’s booming organic food market and predicts that China will soon export inflation globally while its oil demand peaks by 2027.
Topics discussed
Intro ads and market check-in
Apple price hikes and the 'RAMageddon' chip shortage
South Korea's $520B AI investment and US policy risks
US midterms, inflation, and the global chip supply bottleneck
DeepSeek funding round and China's competitive AI landscape
Break and sponsor advertisements
EU-China trade tensions and the threat to European industry
European industrial policy gaps and Chinese EV strategies
Break and sponsor advertisements
China's booming organic food market and luxury consumption
China exporting inflation and global oil demand outlook
Listen ad-free on Castria