Notas del episodio
In this calm and thoughtful episode, we explore why Japan remains indispensable in the global semiconductor industry — even after its dramatic fall in the 1990s. From dominating materials and equipment (50-90% global share) to massive investments in TSMC’s Japanese fabs and the ambitious Rapidus 2nm project, Japan is executing a strategic renaissance.
We journey through history, geopolitics, friendshoring, and deep tech, revealing timeless lessons on resilience, patient investment, and upstream mastery. Whether you’re in Europe, Southeast Asia, Africa, or the Americas, this story affects your phone, car, and future technology.
A balanced, human-centered look at power in our wired world — perfect for anyone interested in geopolitics, supply chains, and the future of technology.