MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Macro Voices
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Challenges of Supply Chain Issues and the TSMC Plant in Arizona
This chapter explores the challenges of supply chain issues, particularly in the semiconductor space, and discusses the lack of alternatives. It focuses on the impact of the collapse of skilled manufacturing labor on building a TSMC plant in Arizona, and highlights the expensive process of shipping chips produced in Arizona back to Taiwan for integration.
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