If you follow Taiwan-based technology analyst Dan Nystedt on social media then you’re familiar with his insightful commentary and ground-level perspectives on the global tech scene.
Dan is vice president of research at TriOrient Investments, a private institutional investor active in Asian markets since 2010. A former journalist, fluent in Chinese, a resident of Taiwan, and deeply familiar with the tech landscape in one of the most vibrant technology centers in the world, Dan is a source of important market and technology signals.
We caught up with him last week to discuss the Asian tech arena: East-West geopolitical tensions and the Taiwanese perspective on it, rivalries in chip manufacturing and AI, complexities of the global tech supply chain, and China’s rare earth dominance and geopolitical impact.
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