Tyler Cowen, Ara Kharazian, Jan Sramek, Nvidia to Make AI Supercomputers in the U.S., What Apple Has at Stake in China, Trump Alters Course on Tariffs
TBPN Live
Reshoring Semiconductors: Opportunities and Challenges in U.S. Manufacturing
This chapter explores the impact of bringing semiconductor manufacturing back to the U.S., focusing on TSMC's success in Arizona while addressing vulnerabilities in the supply chain due to geopolitical issues. It also examines Nvidia's stock trends and Apple's continued reliance on Chinese production despite easing tariffs.
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