Interview: AI Chips, Supply Chains & GenAI Smartphones with Karl Joseph Weaver (魏卡爾)
Update: 2025-09-09
Description
This week on Chips Weekly, Diana sits down with Karl Joseph Weaver — also known as the Smartphone Rainmaker — to unpack the forces shaping the AI chip supply chain and the future of Generative AI smartphones.
Karl brings 20+ years of experience in Greater China and Asia-Pacific ICT, from pioneering mobile payments in China to advising global tech giants on AI chips, semiconductors, and reshoring strategies.
🌏 Topics we cover:
- Why Taiwan (TSMC & ODMs) anchors the global AI chip ecosystem
- Reshoring to India, Mexico & the U.S. under USMCA
- The rise of GenAI smartphones — Apple, Huawei, Samsung & beyond
- What Western companies must know before entering Asia’s supply chain
- Cutting through the hype: AI’s real impact on devices & infrastructure
⚡ A must-listen for anyone tracking semiconductors, AI, or the Pacific Century of tech.
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