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Published · transcript-backed

Ben Gilbert: belief

7 Sept 2021 Acquired TSMC

“I think that’s part of the Biden administration’s most recent bill to try and bring some semiconductor manufacturing here.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
belief
Recorded
7 Sept 2021
Publisher
Acquired
Episode
TSMC

Transcript context

…Totally. Which does make pricing that they haven’t diversified their geographical operations very much. This is interesting. They’re facing a lot of pressure for this. They are spending (I think) $12 billion this year to start a plant in Arizona, which will not be the 3-nanometer. I don’t even think it’ll be the 5-nanometer. It’s not their most advanced manufacturing. I think the US is subsidizing in a big way. I think that’s part of the Biden administration’s most recent bill to try and bring some semiconductor manufacturing here. But they’re also starting a fab in Japan that came out on their last earnings call. And they have operations in China, I believe, too.…

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