The demand is immediately overnight, so it will have to sort itself out. Every country is beginning to take charge, at least some key infrastructure. You've seen India announce their silicon program.
“The demand is immediately overnight, so it will have to sort itself out.”
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They were setting that up so that they could move there. So it's not gonna be something that can be turned overnight. The demand is immediately overnight, so it will have to sort itself out. Now in the long run, there will be more and more incentive for investment locally. And it's not just The US. You'll probably see similar things happen in different parts of the world. You've seen India announce their silicon program. Of course, their target is much more at the lower end for microcontrollers and things that are gonna be broadly deployed.
Why this clip
Captures the urgency and global scope of semiconductor reshoring. The contrast between 'overnight demand' and infrastructure reality shows market tension driving geopolitical shifts.
What they said next
There's probably in most houses, especially in the Western Hemisphere, there's probably at least 20, if not more, ARM based processing units around you, whether it's in your headphones, whether it's in your TV, whether it's in your washing machine, whether it's in your car.
5:04 - 36s · Business Mechanics
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