EP. 141 · 11.21.2026 · 1:18:54
THE AI CHIP WARS: EAST–WEST SUPPLY CHAINS AND THE FIGHT FOR SILICON
with Ava Tanaka
Video coming soon
AI ChipsGeopoliticsSemiconductors1:18:54
ABOUT THIS EPISODE
THE CONVERSATION
Ava Tanaka maps the new contours of AI chip commerce — where TSMC, NVIDIA, and the next generation of Chinese silicon designers are heading, and how export controls are reshaping who can build frontier models.
GUESTS
ON THE ROUNDTABLE
A
AVA TANAKA
GP, Pacific Arc Ventures
Cross-border investor focused on AI chip design and deep tech bridging Asia and the US. Backed three AI accelerator startups from seed to series B.
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