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U.S. semiconductor manufacturing

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Expert statements

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What experts have said about U.S. semiconductor manufacturing

1 statement · 1 negative

  1. Trae StephensNegativeApr 6, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    U.S. semiconductor capacity cannot be restored quickly enough for the 2027 Taiwan risk.

    “almost no amount of money is going to fix this problem for us, certainly on a timeline of relevance as it pertains to the risk that Taiwan has in 2027”

    Listen at 34:05

    Open the episode · The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
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U.S. semiconductor manufacturing · PodLume