Pranay Kotasthane Unravels the Global Semiconductor Industry

Today my guest is Pranay Kotasthane (takshashila.org.in/people/pra...) who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme (takshashila.org.in/high-tech-...) .
Pranay co-writes Anticipating the Unintended, (publicpolicy.substack.com/) a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, (puliyabaazi.in/) a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, (www.amazon.in/Missing-Action-...) and the graphic nonfiction narrative We, the Citizens (takshashila.org.in/books/we-t...) . He has co-edited India’s Marathon: Reshaping the Post-Pandemic World Order. (takshashila.org.in/388116-2/)
Today we are discussing his most recent book, When the Chips Are Down (takshashila.org.in/books/when...) , coauthored with Abhiram Manchi. ( manchigaru?lang=en) We spoke the evolution of the semiconductor industry, industrial targeting, Moore’s law, Rock’s law, Taiwan’s Comparative advantage, whether India can lead in semiconductor chips and more.
Recorded March 12th, 2024.
Read a full transcript (www.mercatus.org/ideasofindia...) enhanced with helpful links.
Timestamps
(00:00:00) - Intro
(00:08:35) - Moore's Law
(00:14:08) - Rock's Law
(00:21:41) - Geopolitics of the Semiconducter Industry
(00:27:46) - Metacritical Technologies
(00:38:49) - Geographical Concentration
(00:48:34) - Zelenograd
(00:59:44) - Unease of doing Business in India
(01:09:45) - Industrial Targeting in Taiwan
(01:30:57) - Outro
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