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Willy Shih Discusses Tariffs, Manufacturing, and AI Supply Chains

1 reports 1 reporting sources Updated 2 hours ago

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On The Verge’s Decoder, Harvard Business School professor Willy Shih discussed how tariffs, manufacturing shifts, and AI infrastructure demand affect global supply chains. He said companies respond to tariffs by rerouting production, while China remains central to manufacturing. He described AI’s demand for memory chips as different from trade disruptions: demand has outstripped capacity. The interview also covered Shih’s upcoming book, Where Does My Stuff Come From?, and the role of market forces in shaping supply chains.

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Latest development11/5 23:00 (UTC+8)
Willy Shih Explains the Hidden Supply Chain Costs of the AI BoomThe Verge · AI

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11/5
  1. The Verge · AI
    Willy Shih Explains the Hidden Supply Chain Costs of the AI Boom

    On The Verge’s Decoder, host Nilay Patel interviews economist and Harvard Business School professor Willy Shih about global supply chains and his upcoming book, Where Does My Stuff Come From? Shih explains how tariffs prompt companies to reroute production, why China remains central to manufacturing, and how AI demand for memory chips differs from trade disruptions because demand has outstripped capacity.

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