Intel alum and Asian tech VC Michael Bruck on the little known history of tech in Asia and why Asia will dominate the next wave of innovation. Full interview available at Reorientpodcast.com.

 Show Notes:

 04:00 In layman terms, MB charts the evolution of the semiconductor industry from punch cards to vacuum tubes to transistors to silicon-based integrated circuits. 

 06:08 MB on the the role played by the US government and military in the development of the commercial electronic computing industry.

 20:26 MB on how Japan drove the invention of the microprocessor and eventually got better at designing memories than the Americans and how Intel responded by turning to CPUs and the nascent personal computing industry.

 26:07 MB on the mercantilist approach taken by Japan’s METI (Ministry of Economy, Trade and Industry) in fostering Japanese dominance in the memory business.

 28:39 MB on how domestic developments in the US drove the internationalization of semiconductor manufacturing.

 31:51 MB on how international students from Asia, such as Morris Chang of TSMC, eventually helped grow key technology industries in their home countries.

 34:00 MB on how the horizontalisation of the PC industry contributed to the globalization of its component parts.

 40:12 MB on the transition to the mobile era.

 47:30 MB on who sets the industry standards and how this impacts the geography of innovation.

 54:03 MB on the China tech landscape and one internet for China and one for the rest of the world.

 59:30 MB on why the current 5G moment is so pivotal.

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