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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BEA News: U.S. International Transactions and Investment Position, 4th Quarter and Year 2025

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