About this episode

The episode discusses the evolving technological competition between China and the United States, focusing on AI, semiconductors, and innovation.

The technological competition between China and the United States is entering a new phase—and many of the assumptions that dominated the past decade are being challenged. In this episode of the Silk & Steel Podcast, Carl Zha welcomes back technology analyst TP Huang for a sweeping discussion on artificial intelligence, semiconductors, Huawei's latest breakthroughs, robotics, space technology, energy systems, and the future of global innovation. They examine whether China's technology ecosystem has reached "escape velocity" despite years of export controls and sanctions, why Huawei's semiconductor strategy may be more important than many observers realize, and how China's AI sector has evolved into one of the most competitive innovation environments in the world. The conversation also explores DeepSeek, Alibaba's Qwen models, ByteDance's AI ambitions, humanoid robotics, satellite constellations, quantum computing, energy technologies, and the industries most likely to shape the next decade. If you want to understand where the global technology race is heading, this is a conversation you don't want to miss. Topics Covered ✅ Huawei's latest semiconductor breakthroughs ✅…

People in this episode

Host: Carl Zha

Guest: TP Huang

Topics covered

• China vs United States technology competition
• artificial intelligence
• semiconductors
• Huawei breakthroughs
• global innovation
• AI sector evolution
• robotics and space technology

Keywords

• technology race
• Huawei
• AI ecosystem
• semiconductors
• export controls
• robotics
• quantum computing
• energy technologies

Mentioned in this episode

Organizations: Huawei, Alibaba, ByteDance, DeepSeek, Qwen, Kimi, Doubao

Places: China, United States

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