Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock
The Walker Webcast
00:00
Onshoring Chip Manufacturing in the US
The chapter discusses the Chips Act and the onshoring of chip manufacturing in the US. They mention the $56 billion investment in chip manufacturing and the potential long-term benefits for the US industry. They also touch on the topic of hoarding and whether companies are stockpiling chips or relying on just-in-time delivery.
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