03 June 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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POLITICAL BOMBSHELL: Netanyahu Dismisses Yoav Gakkant, Israeli Defense Minister...going, going, gone

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