Today on the podcast, we're going to be talking about Taiwan Semiconductor Manufacturing Company

because they have a new $6.6 billion proposal to invest into the company to create chips

here in the United States and actually specifically in Arizona. So for those that know,

I am based in Arizona. So this is very interesting to me to see what's going on. But I also

think from a national

perspective with the Chips Act, and then also internationally as we kind of look at the landscape

and the importance of these semiconductors for AI and for the entire ecosystem, I think this is a pretty

relevant topic. So let's get into it. So the big headline here is that the U.S. Department of Commerce

has announced that they are planning to invest $6.6 billion for a new Taiwan semiconductor

manufacturing company facility. And this is actually about 30% of the funding, I think, needed

about a third of the funding funding needed to build this whole facility

so it's actually you know a pretty sizable chunk the investment of course is coming as part of

the chips and science act which was kind of set up to boost domestic semiconductor production right

that's the whole point of this is they're trying to get this built more in the United States.

And I think there's actually a lot of countries that are working on similar things.

I know that the UAE and a lot of other countries, right, this is kind of important.

Traditionally, we've had all of this manufactured in Taiwan.

Even China has done a lot of manufacturing of chips, but people are kind of on-shoring a lot of

this as, you know, this is a very critical part of the supply chain for technology. And in case

there's sort of any sort of, you know, skirmish between Taiwan and China or China itself,

people want to make sure that they're kind of protected from that. So people are starting to,

you know, build these fabs in-house. And I actually think this goes so far as to say that when Sam Altman

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