by … but what is the alternative?
A key factor is the disruption of the supply, industry and market chains. The semiconductor industry is a highly complex and intricate system where upstream and downstream companies are closely interdependent. While the US excels in chip design, it lags significantly behind Asia, especially East Asia, in terms of the complete supply chain needed for manufacturing. TSMC’s Arizona factory relies heavily on importing key components and raw materials, which not only drives up logistics costs but also extends the supply cycle. Any hiccup in the supply chain can lead to production standstills.
Source: Pay Now or Pay More Later – Vox Popoli
The problem that America faces is that we cannot build anything. This is a national security problem and an economic problem. When China reunifies with Taiwan, we will have no chip supply. We will be defeated economically, and won’t be able to build.
True leaders see not just the issue in front of them, but also the issues that are coming ahead.
