Episode #60: Manufacturing Intelligence: A Conversation on Apple, TSMC, and China’s Playbook
In this episode of Stewart Squared, Stewart Alsop III sits down with his father, Stewart Alsop II, for a rich, cross-generational conversation about China’s technological ambitions and the shifting balance of global power in semiconductors, AI, and manufacturing. Together, they unpack how China achieved seven-nanometer chips without EUV, the dominance of TSMC and its partnership with Apple, the rise of Nvidia and the GPU revolution, and how decades of offshoring reshaped the U.S. industrial landscape. The conversation weaves through topics like robotics, ARM architecture, battery innovation…
The skinny
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