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Sharp Tech

A podcast about understanding how technology works and the way it is changing the world, hosted by Andrew Sharp and Ben Thompson.

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Sharp TechEN · 74 min

American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain Future

Andrew SharpBen Thompson

Blanket tariffs risk raising input costs and weakening US manufacturers, while disorderly Treasury moves could trigger margin calls, basis-trade unwinds and a credit freeze.China’s modular manufacturing ecosystem compounds expertise through shared demand, making full onshoring unviable; targeted schedules and guaranteed purchases could build trusted alternatives, but Taiwan decoupling may increase conflict risk.