Mokyr argues a culture of inquiry led to the Industrial Revolution and staggering economic growth. Where are we now in America? A comparison to Industrial Europe and Qing-era China through Mokyr's lens of Culture and Growth.
Taking a look at Lordstown Motors' fiasco, SPACs, Operations Scaling, and the continuing saga of manufacturing in the Midwest.
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.
Musk moves out of California, on the way to Mars colony. What does it mean for the Tesla plant in California? Not much. I argue that building operational capacity and expertise is hard, and the scaling at the CA plant continues to be one of Tesla's continuing achievements.
United States’ global market share In chip manufacturing has shrunk from 35% to 12% in the slow march of supply chain capability moving up the value chain in China. I point out the need for building skilled labor force.
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…