VW plant shuts down Dresden Plant: Two proximate causes — Tariffs and EVs.
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Taking a look at Lordstown Motors’ fiasco, SPACs, Operations Scaling, and the continuing saga of manufacturing in the Midwest.
Leave a CommentI 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.
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