About this episode
To email the show: email@sharptech.fm Give Stratechery Plus as a Gift . TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update Chips and China — Stratechery AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production — Stratechery Update TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits — Wall Street Journal The U.S. Commits to Buying Millions of Vaccine Doses. Why That’s Unusual. — New York Times COVID-19 Vaccine Advance Purchases Explained — The Petrie-Flom Center Can semiconductor manufacturing return to the US? — Brookings Institute TSMC founder Morris Chang says globalization 'almost dead' — Nikkei Asia Transcript of Morris Chang Dec. 11, 2022 — Twitter: @kevinsxu America Wakes Up?, An Interview with Matt Mullenweg About Working From Home — Stratechery Interviews How Loneliness Is Damaging Our Health — New York Times Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.