3min chapter

Acquired cover image

TSMC

Acquired

CHAPTER

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

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode