Building a More Resilient Semiconductor Supply Chain: Challenges and Recommendations

In this edition of Wilson Center NOW, we are joined by Duncan Wood, Vice President for Strategy & New Initiatives and Senior Advisor to the Wilson Center's Mexico Institute, and Alexandra Helfgott, Office of VP of Strategy and New Initiatives. They discuss a new report they co-authored, “Of Swans and Rhinos: Building Resilience in the Semiconductor Supply Chain.” The report “examines the challenges of the semiconductor supply chain, the advances made by the CHIPS and Science Act, and analyzes the remaining long-term challenges faced by both the US government and the private sector.”

[genuinennessbefitting]

The required building materials for TSMC's Arizona plant are manufactured in Taiwan and shipped in thousands of containers to Arizona for assembly. In the future production process, Arizona fab must import raw materials from Taiwan daily. Then when the chip production completes in Arizona, they send it back to Taiwan for packaging and back to the United States after the packaging finalizes. Worse, the Arizona fab is far from the supporting manufacturers, a problem that the Taiwan fab can solve within an hour; it will take Arizona dozens of hours, days, or weeks to solve the problem, so consumers will have to bear high costs.
Furthermore, TSMC still has to close its factory in Arizona whenever Taiwan is affected by geopolitical risks. Therefore, building factories in countries without supply chains and talent will not spread risks but will only increase costs. So it doesn't make sense.

[veritasetscientia]

Who are these guys ? sounds like Actor and actress. Ha Ha Ha.