Asia Tech Macro

Asia Tech Macro — Daily podcast on Asian tech and macroeconomics.

Two hosts. One topic. Every episode.
We break down semiconductors, central bank policy, supply chain shifts, and whatever else is moving Asian markets — with data, not vibes.

📩 Free daily newsletter with deeper analysis: https://asiatechmacro.substack.com

What we cover:
Semiconductors (TSMC, Samsung, Japan's fab revival) / China tech regulation & geopolitical risk / BOJ policy, yen, Japan macro / India & Southeast Asia growth / AI and cloud across Asia / Supply chain rewiring & China+1 / Currency and monetary policy

Who listens:
Global investors tracking Asian markets, tech professionals following industry shifts, and anyone who thinks Asia deserves more than a 90-second CNBC segment.

#AsianEconomy #TechInvesting #Semiconductors #MacroAnalysis #AsiaMarkets