Is It Making Sense to Have a Semi Conductor Manufacturing Force in the World?

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The company is spending 12 billion dollars this year to start a plant in arizona, which will not be the three nanimeter. I think it's part of the biden administration's most recent bill to try and bring some semi conductor manufacturing here. They're also starting a fab in japan, that came out in their last earnings call. Yet they're doing some diversification, but i don't think it's for this reason. It's because they're basically getting free money to open fabs in other places. And morris has even made comments like, i don't thinks it makes any business sense for us to have the leading edge in s countries.

It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!

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Episode Sources: https://docs.google.com/document/d/1rQMgQDY5c3Fs5DsjB4cZHVZGdhN4kK-6HapO_r7pjyQ/edit?usp=sharing

Carve Outs:

Ted Lasso (Season 1): https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
Greek: https://www.imdb.com/title/tt0976014/
Who is Michael Ovitz?: https://www.amazon.com/dp/B07B2HS77M/

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