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.
Leave a CommentTag: Foxconn
WSJ reports that Taiwan Semiconductor Manufacturing Co., the world’s largest contract manufacturer of silicon chips, would spend $12 billion to build a chip factory in Arizona. I have been arguing on this blog for sourcing suppliers closer to the customer location (my first research paper was on dual sourcing and near sourcing) and building more plants in the US. So, I view this development as good news, but with a fair amount of caution. It is frustrating. News reports always seem to score these decisions based on how the political benefit will play out and this WSJ report is no exception. (This is an election year in the US. Which year isn’t an election year? In addition, US Senator McSally…
Leave a CommentI look at the issue of slowly diminishing magnitude of Foxconn plant in Wisconsin.
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