Tag: Automobiles

Lordstown: The Land of Broken Promises

Published June 23, 2021 by Senthil

Taking a look at Lordstown Motors’ fiasco, SPACs, Operations Scaling, and the continuing saga of manufacturing in the Midwest.

TSMC Story: Cost, Scale and Capability

Published June 21, 2021 by Senthil

I write about TSMC, the new (old) company that everyone is talking about: their origin story and why they matter now more than ever for supply chains and global security. I describe how learning moves upstream from cost to capability. Finally, auto supply chains and the ambitions of in-sourcing in the United States.