US must onshore advanced semiconductor packaging
The guest argued that the US must establish cutting-edge fabs and surround them with advanced packaging technologies to secure its supply chain and maintain a strategic advantage over industrial adversaries.
The argument
The discussion emphasized that losing manufacturing meant losing the entire surrounding ecosystem, including packaging expertise. The guest suggested that the US should bypass local ordinances to allow rapid fab construction by leading players.
The thesis, stress-tested
✓ What validates it
- ✓TSMC or Intel announce new advanced packaging facilities in the US
- ✓Federal policy changes grant fast-track environmental or local zoning exemptions for fab construction
▸ Risks discussed
- ▸High construction costs and labor shortages in the US
- ▸Geopolitical escalation before domestic capacity is online
Hear it yourself
"If we were able and Gavin Baker said, actually, kind of the delays and the permitting and the challenges that are incurred today actually help because if you were able to have it all today, all of demand would be met with all of supply, and that would actually be a challenge. Sometimes the world is like I was in my twenties the first time I went to Vegas and went to the buffet. Right? You you eat so much, you feel sick for days. It's all in front of you, and you just gorge yourself. I I think the market can sometimes be that. And I think Gavin is an extraordinarily thoughtful sort of guy about this."
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