AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Macro Voices
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.
00:00
Transcript
Episode notes
Speaker 1
It's not like pressing a button and we suddenly have alternatives to a lot of these supply chain issues you're pointing
Speaker 3
out. I mean, let's take
Speaker 1
the chip building point.
Speaker 3
You can go to the US Department of Labor website and
Speaker 1
just take a look at what's happened to our supply of highly skilled manufacturing labor in the semiconductor space. It's that specific. There is an actual
Speaker 3
data point and it's collapsed since the 90s.
Speaker 1
So the TSMC plant in Arizona as an example, which both the Trump and the Biden administration have touted as a solution to a lot of these problems. Let's get
Speaker 3
TSMC to build a plant in the United States. I mean, it's a disaster.
Speaker 1
Books are going to be written five years
Speaker 3
from now about what an absolute boondoggle that that plant is going to be.
Speaker 1
You know, so
Speaker 3
and there's a lot of reasons for that. It's not just
Speaker 1
that we don't have supply of labor in the United States to actually build these things. It's also that there's no wider supply chain. They're going to be wildly expensive. We apparently put it in Arizona. I don't know why we put it in Arizona. I think we put it in Arizona because it's a purple state and somebody wants to cut a rivet
Speaker 3
of this factory ahead of an election because I can tell you this, that highly sophisticated chip that's produced in Arizona is going to have to be put on the bed of a
Speaker 1
truck sent to Long Beach, California and then put on a ship. So you can go back to Taiwan where it can be integrated into a piece of electronics. So I think the US government is trying to modify these supply chains. It just takes a long time.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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
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
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
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
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
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode