> I did get a little confused from how we went from Asians doing well in Michigan means the PRC is going to dominate the engineering sector. There seems to be an implication that these are connected. Its my understanding that these demographic data would represent South, SE, and East Asia as part of the same demographic.

No, I think his observations about Asians doing well on the SAT in Michigan is unrelated to his point about China. He's saying that since China generally gets high scores on international math tests, and they have a greater population, there's just going to be many more qualified STEM grads than in the US. It's a higher proportion of talent multiplied by a higher population.

This makes sense intuitively. But I'm unsure how reliable these international tests are. Is the test being given at an elite school in Shanghai or in a small rural village? Is it representative of all of China? Do higher scores translate to more innovation down the line? Are high scorers likely to also come up with creative ideas for solving problems? Lots of questions.