Semiconductor supply chain
Subject in Technology
Semiconductor supply chain has come up in 2 episodes across 2 podcasts in TMT, including The Diary Of A CEO with Steven Bartlett, Lex Fridman Podcast. 2 people have made recorded remarks about it.
What people said
Jiang XueqinYale-educated geopolitical analyst and commentator known for forecasts about global conflict and the decline of American hegemony
Jiang argues that technological progress is a function of specialization multiplied by globalization.
“technological progress is correlated with Specialization times globalization. This is the formula”
The Diary Of A CEO with Steven Bartlett: Professor Jiang: Three Predictions On the Collapse of the World Order (Sep 14, 2026) · Listen from 6:14
Jensen HuangNvidia CEO who described GPUs as fungible, durable revenue-generating assets
Huang recounts convincing DRAM CEOs about three years earlier that HBM would become mainstream data center memory.
“I was able to convince several of the CEOs that even though at the time, HBM memory was used quite scarcely and barely by supercomputers”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 45:40
Coverage over time
Podcasts
- The Diary Of A CEO with Steven Bartlett · 1 episode
- Lex Fridman Podcast · 1 episode
Episodes
Professor Jiang: Three Predictions On the Collapse of the World OrderThe Diary Of A CEO with Steven Bartlett · Sep 14, 2026 · 1 h 48 min
Geopolitical analyst Jiang Xueqin tells Steven Bartlett the petrodollar order is collapsing and offers predictions about war, finance and migration.
#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI RevolutionLex Fridman Podcast · Mar 23, 2026
Lex Fridman interviews NVIDIA CEO Jensen Huang on extreme co-design, CUDA, AI scaling laws, supply chains, power, China, TSMC, jobs, AGI and mortality.