From WWSG thought leader, Peter Zeihan:
I’ve done a handful of videos on semiconductors and there’s a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up.
TSMC has set up chip production in Arizona, despite initially resisting relocating to the US. This facility isn’t doing the cutting-edge stuff, but it’s still producing chips on the higher end of the spectrum. TSMC has also managed to achieve a high recovery rate on these chips in Phoenix, not quite a major breakthrough but at least it reduces production costs.
Most of the chip manufacturing is automated, so the higher labor costs in the US and skill gaps relative to Taiwan aren’t playing as big of a role as expected. However, to expand the reaches of these facilities and begin development of cutting-edge chips, some major investments will need to be made. Let’s look at what Intel is doing on this front next.
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