Tag Foxconn

TSMC Story: Cost, Scale and Capability

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.

New TSMC Plan(t) in America: Lessons from 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…