AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Motley Fool Money
If You Build It, Chips Will Come
Apr 8, 2024
Ron Gross and Jason Moser chat about TSMC's expansion in Arizona, challenges of semiconductor growth in the US, and Jamie Dimon's comparison to Warren Buffett. Ron Gross delves into the minds of activist investors, discussing strategies, identifying underperforming companies, and tactics for enhancing shareholder value.
28:41
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- TSMC's semiconductor growth in Arizona faces challenges like costs and infrastructure strain.
- Semiconductor expansion in Arizona requires creative solutions for water resources and housing demands.
Deep dives
Building Semiconductor Facilities in Phoenix, Arizona
The podcast discusses how TSMC's $6.6 billion subsidy from the Department of Commerce will aid in constructing a third chip factory in Phoenix, Arizona. The episode highlights the challenges of building such facilities, including the significant costs, lengthy construction periods, and the strain on infrastructure due to the booming population in Arizona.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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
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
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode