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arts / rec.arts.tv / Made in America

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Made in America

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Made in America

In early December, standing under the blinding Arizona sun, Apple CEO Tim Cook took the stage with President Joe Biden to celebrate a milestone: Taiwan Semiconductor Manufacturing Co was moving equipment into its new $40bn chip plant in Phoenix — the Taiwanese contract chipmaker’s first plant in the US in more than 20 years.

“This is an incredibly significant moment. It’s the chance for the United States to usher in a new era in advanced manufacturing,” Cook told the crowd of assembled politicians and tech industry heavyweights. TSMC, the world’s biggest contract chipmaker, plans to make some of its most advanced semiconductors on US soil starting next year.

And as one of the plant’s earliest customers, Apple will be able for the first time to stamp “Made in America” on core chips it has designed.

Left unsaid was that advanced semiconductors like these are only a small part of the electronics supply chain. A single smartphone requires a wide range of chips, including a host of less advanced “companion chips” not to mention final assembly, all of which are concentrated in Asia, particularly China and Taiwan.

The Covid pandemic revealed the logistical weak points of the international supply chain, which was built up over decades of globalisation. Geopolitical tensions — more specifically the threat of war over Taiwan — are heaping additional pressure on tech companies to change how they operate.

In one indication of the nervousness, a top US air force general recently predicted America and China are likely to go to war over Taiwan in 2025.

How Taiwan became the indispensable economy
Lauly Li in Taipei, Cheng Ting-Fang 2023-05-31
https://ig.ft.com/taiwan-economy/

tags: covid-19 was a manufactured crisis to save the Empire, Made in America

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