Latest / The Productivity Podcast with Fexingo: Output, Efficiency, and Long-Term Economic Growth
How Japan Resurrected Its Chip Industry Productivity
In this episode, Lucas and Luna explore Japan's ambitious strategy to rebuild its semiconductor manufacturing productivity after decades of decline. They dive into the formation of Rapidus, a $5.4 billion public-private consortium founded by Toyota, Sony, SoftBank, and others, aiming to produce cutting-edge two-nanometer chips by 2027. Lucas explains how Japan lost its dominant position in chips during the 1990s—falling from over 50 percent global market share to less than 10 percent—and what lessons from the past, including the controversial 1986 US-Japan Semiconductor Agreement, inform…
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