Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 4min
The Impact of Political and Economic Factors on Global Value Chains
03:51 • 3min
The Role of East Asian Countries in Global Relations
06:34 • 4min
The Rise and Fall of the Semiconductor Industry
10:13 • 4min
The Rise of Advanced Manufacturing in East Asia
13:44 • 4min
The Future of Chip Design in India
17:15 • 4min
Micron OSAP Facility in India
21:09 • 4min
India's CHIP Design Strengths vs. China's
25:25 • 3min
The Future of Chip Design in China
28:03 • 4min
China's Copier Subsidy for Design Firms
32:10 • 3min
The Importance of State-Owned Firms in China
34:55 • 4min
The Importance of State Support in High-Tech Firms
38:27 • 3min
The Legacy of Morris Chang
41:53 • 4min
The Impact of Political and Economic Institutions on the Transfer of Manufacturing Operations to Other Countries
45:37 • 3min
The Importance of Outsourcing in Advanced Packaging
48:44 • 3min
The Importance of Long-Term Capital in the Memory Industry
52:13 • 4min
The Importance of Institutional Factors in Manufacturing
56:09 • 3min
The US's Approach to Financial Repression in India
59:03 • 4min
The Future of Advanced Fabrication in China
01:03:03 • 5min
The US Is Destroying Our Market
01:08:24 • 4min
The Importance of Comparative Advantage in Economic Decisions
01:12:07 • 6min
The Future of Semiconductor Manufacturing
01:17:48 • 2min
The Importance of Strategic Concerns Around Semiconductor Values
01:19:31 • 4min