3min chapter

Odd Lots cover image

Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse

Odd Lots

CHAPTER

Supply Chain in Semi Conductor Manufacturing

The biden administration has been, you know, specifically calling out and targeting u the idea of making the us. Stronger in semi conductor manufacturing. How much of a difference could that make to future supply demand balance? Well, they pro right now. It's 52 billion dollars,. i think, is the number on on thee, which, frankly, is a rounding error, a gain. T s m c is talking ot one single company. They 're going togoing tospend 50 bilsor a hundred billion dollars over three years, one company. I'm of the opinion it'd probably be detter to spread that wealth around.

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