{"podcast":{"title":"HSBC Global Viewpoint","slug":"hsbc-global-viewpoint-2992335","podcast_index_feed_id":2992335,"rss_url":"https://feeds.zencastr.com/f/8dMOiEKR.rss","website_url":"https://www.gbm.hsbc.com/","image_url":"https://media.zencastr.com/image-files/67a60e14507284dd68067a66/66430074-dd57-4f88-b33d-ef3ce0bd6aba.jpeg","author":"garen.yebremian@hsbc.com","episode_count":648,"summary":"We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets. Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more. For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.gbm.hsbc.com/ [http://grp.hsbc/gvbm]. Hosted on Zencastr. See https://zencastr.com/privacy-policy [https://acast.com/privacy] for more information.","last_synced_at":"2026-07-20T20:17:14.850535+00:00","page_url":"https://stenobird.com/podcast/hsbc-global-viewpoint-2992335"},"episode":{"title":"Under the Banyan Tree - The surging demand for Asia's AI Hardware","slug":"under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware","published_at":"2026-07-20T09:00:41+00:00","page_url":"https://stenobird.com/podcast/hsbc-global-viewpoint-2992335/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware","show_page_url":"https://stenobird.com/podcast/hsbc-global-viewpoint-2992335","url":"https://zencastr.com/z/GjDe8NnY","audio_url":"https://redirect.zencastr.com/r/episode/6a5de3b96ac47fd9b152fda8/size/41925065/video-files/67a60e14507284dd68067a66/5379b2bd-8b86-45ff-a376-4afcb63c55b9.mp4","summary":"Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/L7qRbm6 Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research [https://www.gbm.hsbc.com/insights/global-research.]","meta_description":"Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidt…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1040,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hsbc-global-viewpoint-2992335/episodes/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/hsbc-global-viewpoint-2992335/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}