Thursday, June 03, 2021

Data Revisions + GeoPolitics Leave Taiwan Unsure Where Outbreaks and Fabs Are Heading

Why is Taiwan's Tech Titan betting on the Desert here in Arizona?
TSMC says has begun construction at its Arizona chip factory site | Reuters

Off-Shoring to Inland Ports (or Safe Havens?)

 

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Believe it or not > This is severa degrees above the daily "normal" for summer temperatures...remainder of the week a degree or two warmer :)

  US National Weather Service Phoenix Arizona   t͏ o͏ r͏ o͏ S͏ d͏ n͏ p͏ e͏ s͏ 5͏ 3͏ 8͏ c͏ u͏ 5͏ a͏ 6͏ 1͏ t͏ f͏ 2͏ c͏ 6͏ m͏ g͏ 4͏ u͏ i͏ 1͏ 5͏...