436: I Bend So Many Spoons
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The Cost of Making Chips in America Is at Least 50% Higher Than in Taiwan
The US wants chip makers to not just make their chips in places like Taiwan, but also in the United States. TSMC executives have said it isn't easy to recreate in America the manufacturing ecosystem they have built over decades in Taiwan. The cost of making chips in Arizona may be at least 50% higher than in Taiwan. Apple's long-term strategic project is to basically undo everything Tim Cook did in terms of manufacturing and remove its dependency on China.
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