
Motley Fool Money
If You Build It, Chips Will Come
Apr 8, 2024
Jason Moser, a Motley Fool analyst specializing in semiconductors, and Ron Gross, Director of U.S. Investing, explore the ambitious U.S. semiconductor growth plans and the hurdles faced in Arizona, including labor shortages and infrastructure issues. They also ponder if Jamie Dimon is rising to become the new Warren Buffett, discussing his insights on economic challenges. Additionally, the duo dives deep into the evolving role of activist investors in a shifting market, dissecting their strategies and the dynamics they introduce to the investment landscape.
28:41
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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.
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