Willy Shih Discusses Tariffs, Manufacturing, and AI Supply Chains

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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