Willy Shih 解析 AI 热潮背后隐形的供应链成本

发生了什么

在 The Verge 的《Decoder》节目中，主持人 Nilay Patel 采访了经济学家、哈佛商学院教授 Willy Shih，讨论全球供应链以及他即将出版的新书《我的东西来自哪里？》。Shih 解释了关税如何促使企业转移生产路线、中国为何仍是制造业的核心，以及 AI 对内存芯片的需求为何不同于贸易中断：需求已超过产能。

接下来读什么

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这件事到目前为止

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.