Building a semiconductor fab requires a significant investment of around $10 billion and involves a complex process that includes employing thousands of construction workers and using massive amounts of steel. However, there are various challenges such as labor disputes, natural disasters, and political issues that can hinder the construction timeline. The growing population in Arizona poses a challenge in terms of the availability of construction workers and affordable housing, which may strain the infrastructure in Phoenix and surrounding areas.
Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.
(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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