US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD
‘Good luck diversifying from TSMC’
An interesting Wall St Journal Q&A with business leaders on a US manufacturing revival. It would appear that industries, including automotive and aerospace, are set for a boost, while factors such as shale gas, technological innovation, Chinese ‘cost-creep’ and foreign direct investment is triggering near-shoring. But, warns one executive, the US will never go back to its manufacturing heydays of the 1950s or 1970s. And companies face complex challenges in restructuring their supply chains.
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