If You Build It, Chips Will Come

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 8 April 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Tawain Semiconductor’s plans for Arizona factories just got a bit bigger. (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of building factories in Arizona. - If Jamie Dimon is the new Warren Buffett. (13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors. Companies discussed: MTCH, INTC, TSM, JPM Host: Deidre Woollard Guests: Ron Gross, Jason Moser Producers: Mary Long, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's getting hot in Arizona and it's not just the weather.
0:07.7	Motley Full Money. I'm Deidro Laird here with Motley Full Money.
0:21.0	I'm Deidro Laird here with Motley
0:23.9	full analyst Jason Moser on this eclipse Monday. Jason how are you doing?
0:27.6	I'm doing really well how are you?
0:29.6	Good, good getting ready to watch the eclipse this afternoon,
0:33.0	got my glasses, I'm all set.
0:35.3	Interesting news day for us to go through.
0:37.6	Gonna start off with early this morning,
0:40.5	a little bit of an update on Chips Act you know the chips act such a huge impact on
0:45.6	semiconductor growth in the US at least in theory so far I mean money is
0:49.9	money is flying everywhere. We already knew Taiwan
0:53.1	Semiconductor was getting a lot of incentives to invest here in the US. That
0:57.3	pot just got bigger. Department of Commerce announced an agreement with
1:00.6	T.S. M. C. for a 6.6 billion dollar subsidy. That is going
1:04.7	toward a third chip factory in Phoenix, Arizona. This is fascinating to me
1:10.0	because, I mean, T.S. M. is going to be spending so much money on these facilities, but we've also seen a lot of delays.
1:17.2	So they're saying that by 2030, they're going to produce 20% of the world's most advanced
1:21.8	semiconductors here in the U.S.
1:23.6	Does that seem realistic?
1:25.6	I mean, that's exciting.
1:26.9	I certainly like the aspiration, right?
	...

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