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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.
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- 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.
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Listen to the best highlights from the podcasts you love and dive into the full episode