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Apple pushing new Semiconductor plant in Arizona to build 4-nanometer chips as deglobalization gathers pace

Bloomberg is reporting that Taiwan Semiconductor Manufacturing Company is to build advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024. Production is also set to increase from the original 20,000 wafers per month.

This a significant increase and updrage from previous plans and apparently comes at the behest of US companies like Apple, who will reportedly buy a third of the microchips.

We’re watching this story closely, not just because of the importance of semiconductor market for investors (read our analysis), but because it’s also a big signifier on the speed and direction of deglobalization and the new American century.

You can hear our podcast on deglobalization and what it means for investors here:

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The Oregon Group

The Oregon Group

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

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