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.
Scott Gottlieb: How well can AI chatbots mimic doctors in a treatment setting?
This is an Op-ed by WWSG exclusive thought leader, Dr. Scott Gottlieb. Many consumers and medical providers are turning to chatbots, powered by large language…
Thought Leader: Scott Gottlieb
Sara Fischer: The AI-generated disinformation dystopia that wasn’t
This piece is by WWSG exclusive thought leader, Sara Fischer. Amid the craziest news cycle in recent memory, AI-generated deepfakes have yet to become the huge truth…
Thought Leader: Sara Fischer
Feigenbaum: How China Wants High-Tech To Power Its Economy To The Top
Written by WWSG exclusive thought leader, Evan Feigenbaum. In mid-July, China concluded a pivotal economic strategy meeting, where it quadrupled down on technology as the…
Thought Leader: Evan Feigenbaum
Peter Zeihan: It’s Recession Time
Thought Leader: Peter Zeihan
Peter Zeihan: Should the US Stay in the Middle East?
Thought Leader: Peter Zeihan
Peter Zeihan: Tariffs, Manufacturing and PSAs
Thought Leader: Peter Zeihan
