Ep. 7 - National Strategies to Win The Chip War and Geopolitics of Semiconductors, ft. Chris Miller

Chris Miller, author of Chip War (FT Business Book of the Year 2022), joins host Anirudh Suri to discuss the geopolitics of the global semi-conductor industry and the national strategies being adopted by countries like the US, China, EU (France, Germany and Netherlands), Taiwan, Japan, Korea, and India. They also explore the role of universities, government policies, and business investment in shaping the global semiconductor landscape. Key questions that Chris and Anirudh delve into: What will it take for nations to succeed in the Chip War? How can nations start to build their competitive advantage? What are the gaps in the current approaches being adopted by governments? What are the national strategies being adopted by the key players - the US, China, Europe, Japan, Taiwan, S. Korea and India? What should India's game plan focus on? How will geopolitics shape the chip industry in the coming years? Will the US' export controls against China be effective, or will they backfire? As always, watch, share and subscribe!Chapters:00:00 - Introduction 01:36 - Understanding the Importance of the Semiconductor Industry02:20 - Key Elements of National Strategies in the Chip War05:53 - Are Governments Getting It Right? 10:47 - Balancing Research, Academia and Private Businesses' Role in the Chip Industry14:20 - The Current Strategies: US, China, Europe, and East Asia16:21 - Will US’ Strategy of Export Controls on Chips Against China Work?18:16 - China’s Strategy: How Will It Respond?20:52 - Will China’s Rare Earth Reserves Be an Effective Defence?23:19 - Europe’s Strategy (incl. France / Germany / Netherlands)26:30 - East Asian Nations’ Strategies (Japan / Korea and Taiwan)28:26 - India’s (Re-)Entry into the Global Semiconductor Ecosystem31:20 - India: A Leader in Chip Design33:23 - India benefitting from Geopolitics and Macro-Trends?34:59 - How Should India Spend Its R&D Dollars?37:38 - Should India Build Specialised Fabs?40:18 - Geopolitics and Future of Chip Industry42:30 - Conclusion Book Links:#AnirudhSuri:The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My#ChrisMiller:Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPgThe Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7wWe Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP#ChipWar #US #China #India #Taiwan #Korea #Japan #France #Germany #Netherlands #semiconductor industry #gameplan #supplychain #competitiveadvantage #nationalstrategy #chipdesign #chipmanufacturing #fabs #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast